**Essential Duties and Responsibilities:**

+ Lead and oversee the delivery of business consulting services to independent business owners across all lifecycle stages (build, scale, exit)
+ Serve as the senior escalation point for complex engagements involving entity structuring, partnership design, equity ownership, compensation arrangements, and retention strategies.
+ Provide strategic guidance to business owners on key initiatives including:
+ Business formation and structuring
+ Partnership and expense-sharing models
+ Junior advisor compensation and incentive planning
+ P&L design, optimization, and benchmarking
+ Equity and early succession planning strategies
+ Lead startup consulting engagements for new and transitioning advisors, ensuring seamless onboarding and business launch activities.
+ Partner with Business Development, Transitions, and Divisional Leadership to support advisor recruiting, affiliation, and retention efforts.
+ Manage...