Engaged Business Consulting Services

As entrepreneurs ourselves, we understand the complexities of running a successful business. Our consulting team at Bristal Lane Group will partner with you, working side-by-side to help launch and operate your business.

Tax & Accounting and Business Administration
Business formation and entity registrations

Outsourced CFO and/or FINOP services to prepare, review, approve and file required regulatory reports, including FOCUS Reports

Complete accounting support including financial statement preparation and analysis

Client invoicing based on your billing model and frequency

Tax planning and preparation
Human Resources
Manage relationship with any third-party human resource providers or vendors

Payroll processing (utilize third party payroll processing provider), including the payment and processing of payroll and employment tax

Lead annual benefits review and assist in benefits assessment and deployment

Benefits orientation and enrollment for new and current employees

Develop new employee on-boarding process

HR risk and compliance services, as needed

Review and maintain employee manual
Business Start Up Support
Business plan development

Business structuring

Legal formation

State registration

Vendor selection / Due Diligence

Registration support for financial services firms (FINRA, SEC and/or State)
Transitions
Prepare an individualized advisor transition plan

Coordinate establishing your firm’s custodian relationship, if needed

Provide comprehensive pre-transition asset review

Assist with development and messaging of client communications

Facilitate onboarding of client accounts including delivery of required regulatory, new account and transfer of asset documents
Process Improvement
Leveraging independent financial services expertise, our Bristal Lane Group consultants will analyze current state processes, work to identify inefficiencies, as well as uncover potential opportunities for improvement, formulating a plan that meets your specific business growth and development objectives. From small changes to modernized rebuilding, you want a partner you can count on every step of the way.

Business Process Management

Workflow Optimization

Technology Stack Administration

Operational Improvement
Valuation & Succession Planning
Our experienced consultants provide financial services practice owners with valuation and succession planning services to help you know your worth when making key strategic decisions. We focus on providing the necessary expertise and insight to help you confidently decide your next steps. Our services include:

Valuation services to review financial statements, make projections, and determine fair market value

Succession Planning services that keep in mind your practice, your employees, and your legacy

Strategic Consulting to help improve key metrics and performance indicators

Ready to Accelerate Your Business?

TruEdge offers a full suite of solutions designed to streamline your operations and free up your time. From technology to portfolio management and back-office support, we’ve got you covered.

Schedule a Demo Today