Transition Services

The Transition Services team assists with each step of establishing the new business, allowing business owners to focus on transitioning your clients. All the programs, no matter the size of your group, are affordable and customized to your specific needs. Since this is the primary business of the team we have assembled, you can rest assured, knowing your transition is our top priority.


In the past, whether a firm was or was not in protocol played a major role in an advisor’s decision to move firms. Afterall, non-protocol firms were sending the none to veiled message that clients were theirs and not the advisor’s. This left non-protocol firm advisors to question – ‘if I make a move, how does it impact my future success’. The answer to that question is it doesn’t. Turn to Practice Dynamics to learn why protocol just doesn’t matter anymore when it comes to your decision to make a move.

Document Preparation

Your most important business transactions don’t just happen – they are supported by financial and legal documents that clearly define parameters, protect your business and its assets, and allow flexibility for future growth. From transition and client migration documents, to legal and succession documents, our Practice Dynamics team is available to handle every aspect of your document preparation and execution, eliminating stress to your organization and ensuring your success.

Technology Solutions

Technology is the key driver of every business in the modern age and its efficiency in business operations is paramount. Let our team of technology specialists work with you to manage all of your technology needs.

Data Migration

Our team will work in tandem with you to migrate your data, no matter what, where or how the data is stored. Regardless of the number of client accounts you are transferring, our process will map the existing client data to the required formats for all applications, significantly reducing the amount of time you spend migrating account information.

Hardware & Software

We have the experience and knowledge to assist your business with all your custom hardware, and software needs to build an efficient, sustainable, and secure technology infrastructure to support your business operations. Our value proposition is further supported by cost savings achievable through strategic partnerships with leading technology firms Dell, Lenovo, and Microsoft.


Our security team will remotely monitor your network, firewalls, data, and more 24/7 to minimize cybersecurity threats. Additionally, we offer customized disaster recovery solutions customized to safeguard your data and reduce prolonged downtime in the event of a data disaster, keeping your business fully operational at all times.

IT/Help Desk Support

We unburden business owners with the added stress of acting as an IT Technician on top of being owner and operator. Our Helpdesk Support can help business owners eliminate time-consuming technology troubleshooting issues that arise daily so they can spend more time focused on their core business initiatives..

Telecommunication Services

Practice Dynamics has formed a strategic partnership with Ring Central to offer the full suite of Ring Central telecommunications services at a savings of up to 30% over what you may be paying now for those same services.

Ring Central is recognized as the #1 voice over IP system in the world and their services, which include audio, video, fax, text, and AP, are celebrated for their reliability, ease of use, and scalable architecture.

Virtual CFO

Let our trusted team help manage your company’s finances without the cost of a full-time Chief Financial Officer. Our Services include:

  • ongoing education and advice.
  • litigation support.
  • tax preparation.
  • reconciliation.
  • general ledger management.
  • monthly financial statements.
  • strategy and succession planning.
  • accounting and payroll technology training and set-up.
  • transaction entry.

Payroll & Human Resources Services


Practice Dynamics offers customizable payroll solutions to fit the needs of your business. Acting as an extension of your team, we ensure oversight of timely payroll processing each pay period. Our services include online employee access; direct deposit; Federal, State, and First Local Tax Filings; and quarterly reporting.

HR Services

Clearly defining and implementing proper HR processes early on in your business venture will protect you, your business, and your employees from the risks associated with a passive approach to HR Management. We can educate and support you as we guide you through the complex process of establishing proper HR processes to meet the unique needs of your business.

Marketing & Branding

Let us be your marketing coach by putting our comprehensive suite of marketing and brand development support services to work for you. Our services include:

  • brand identity
  • website development
  • digital marketing
  • social media & content marketing
  • graphic design

Real Estate

Your business location and space design can significantly impact the perceptions of your customers and the overall success of your business. Our team has helped hundreds of businesses relocate, redesign, furnish, and negotiate lease agreements to better position themselves for success. Services include:

  • Relocation
  • Development
  • Lease Negotiation
  • Space Design
  • Furniture
  • Telecom Wiring

Schedule a consultation.

Practice Dynamics is here to guide your practice to the next-level of success utilizing our suite of turnkey products and solutions. Schedule a consultation with one of our consultants today and learn first-hand how to put our expertise to work for you.

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