Going independent is a high stakes move.
We make it seamless.
You only get one chance to launch well. We guide, organize and execute with precision so your firm launches confidently, and nothing is left to chance.
You’ve built a strong practice worth protecting, and now it’s time to create a business and legacy that’s fully yours.
Launching your own firm is one of the most meaningful moments in your career — and one of the most complex. Every detail matters to instill confidence, overcome hesitation, and reinforce the continuity of your client relationships.
At Muriel Consulting, we don’t just advise from the sidelines.
We embed with your team — guiding you through a defined process, managing every moving part, and taking work off your plate wherever we can. Our role is to make your transition smoother, smarter, and more strategic from day one.
Launching or transitioning to an RIA requires a well-structured plan, and we take the lead in orchestrating every component of your transition. As your quarterback, we coordinate the moving pieces, ensuring that every decision and action supports your long-term success.
Our Proven Process
Is Your Business RIA Ready?
Why Muriel Consulting?
We’ve Done This Before And It Shows.
Advisors who partner with us gain the confidence of working with a team that has guided dozens of successful transitions. Our focus is on building firms that last with strong brands, scalable systems, clear ownership structures and long-term optionality. You’re not just launching a firm. You’re launching a legacy.
We go beyond the launch. And, we don’t stay forever.
Most consultants exit on “Day 1.” We stay with you through planning, execution, and beyond — ensuring the move doesn’t just happen, but happens right. From tech integration to client communication, we’re your strategic partner to get your firm launched.
We also get out of your way when you’re ready to drive the plane. There’s no long-term commitment, which means you maximize your long-term economics.
We save you time and avoid costly mistakes.
Advisors who go it alone often underestimate the complexity of a transition. We anticipate what’s ahead, solve problems before they arise, and ensure nothing slips through the cracks. You stay focused on your clients while we take on the heavy lifting.
If you’re considering the move to full independence, let’s talk.
What We Deliver: Steady Guidance & Proven Expertise
Flawless execution is never an accident. It’s the result of disciplined planning, clear communication, and hands-on leadership — exactly what our team delivers through each stage of your launch.
We routinely provide the following services to our clients.
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Launching a firm involves thousands of moving parts you can’t afford to drop. We act as your strategic partner and quarterback — building and managing the plan, coordinating with custodians and vendors, and keeping you focused on your clients while we handle the details.
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Choosing the right legal, compliance, brand, and technology partners can be overwhelming. We identify, vet, and introduce trusted vendors that align with your business’s goals and existing infrastructure.
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Running an RIA requires operational work you’ve never done before. We bring in a fractional operations consultant to work alongside your team during the first months, ensuring nothing is lost in translation and your team is fully trained on new workflows.
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A successful launch requires more than paperwork — it requires confident communication and a clear team structure. We craft your launch marketing plan, client messaging, and HR framework so your team and clients experience a smooth transition from day one.
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Launch day is when every detail comes together — clients are watching, your team is in motion, and precision matters most. We coordinate with trusted account transition specialists, ensure your data and communications are ready, and provide on-site guidance and coaching so your team moves through the day with confidence and clarity.
Every transition is unique, and we customize our work accordingly. We are happy to work with your selected consultants as needed. For example, many of our clients have trusted relationships with marketing firms or a fractional CPA already. We don’t need to duplicate. Rather, we will work with your selected partners and craft our scope accordingly.
Ready to Take the Next Step?
Your path to independence starts with a conversation.
Let’s design a launch plan that fits your firm, your clients, and your vision.
