KWM offers a comprehensive range of business enhancements for sellers, including affiliations with law firms, tax professionals (both CPA and non-CPA), and business coaching services. Additionally, KWM provides benefits, advanced technology solutions, bookkeeping services, tax alliance coaching, and connections with search firms. Other enhancements include partnerships with investment banking and private equity firms, as well as marketing support, ensuring a robust and multifaceted approach to business growth and development.

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KWM has a centralized planning team for advisors to utilize. KWM's financial planning team completes over 3,000 financial plans annually and prepares approximately 600 meetings per week for their advisors.

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KWM provides a comprehensive executive team and a fully developed middle office, offering operational support for virtually every aspect to advisors.

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KWM has significantly expanded its services for advisors, establishing valuable connections across various professional fields. Advisors can leverage affiliations with law firms, tax professionals (both CPA and non-CPA), business coaches, benefits providers, technology experts, and bookkeeping services. The firm also offers tax alliance coaching, access to a search firm, investment banking, private equity, and marketing support. KWM also provides an internal consultant for estate planning. Additionally, the firm owns an employee benefits company and offers outsourced CFO services for business owners. Their affiliated accounting firm handles tax preparation, payroll, and bookkeeping. Advisors can also access business coaching through partnerships with entities like Cultave and benefit from relationships with investment bankers. Notably, there are no additional fees for advisors using these services.

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KWM helps advisors grow through its strategic partnerships with 140 CPA firms, forming professional alliances that include solicitors for the firm and revenue sharing. These partnerships have proven highly effective, bringing in an average of 250-400 million dollars in new assets per year from the CPAs alone. Over the last three years, these alliances have contributed to a combined growth of 1.5 billion dollars in assets under management, excluding market fluctuations.

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KWM offers comprehensive practice management benefits designed to support advisors in optimizing their businesses. Advisors have access to a dedicated team focused on practice management, led by the existing beachhead "MD" of the office, who oversees all aspects of this function. Additionally, advisors benefit from four virtual training meetings each week, aimed at enhancing their skills and knowledge. Annually, there is a full week workshop dedicated to new advisor training, providing intensive guidance and support. Advisors are challenged to demonstrate specific skill sets through a rigorous "Gauntlet" process. KWM operates its entire organization using the Entrepreneurial Operating System (EOS) framework, ensuring clarity, accountability, and efficiency. Every Monday morning, advisors participate in a Level 10 meeting to align priorities and address key issues. Moreover, KWM invests in leadership development coaching for the entire organization, fostering continuous growth and improvement.

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