The Rainmaker Process

1. Discovery

We take a more personal approach, getting to know your preferences for platform, technology and culture. Together, we'll prioritize your goals and objectives.   

4. Due Diligence

We introduce you to the right contact at the preferred institution, providing background info, including a list of key questions to ask the prospective firm.

2. Analysis

We leverage our deep industry knowledge and expertise to assess your individual needs and determine a course of action to best serve you and your clients. 

5. Negotiation

We work as a liaison to negotiate the best transition package with the greatest possible economic outcome, inclusive of your specific goals and desired results. 

3. Direction

We present a carefully curated package of recommendations, outlining each to include all pros and cons, and opening the conversation for further exploration.

6. Transition

We advise you on best practices for a successful move and act as a trusted resource up to the finish line. The ultimate goal is minimizing disruption to your business.