Transition support
Whether you’ve been through a transition before, are ready to be independent, or are simply looking for the right culture, our dedicated transition consultants support every phase of your transition journey.
Customized for you
01
Pre-affiliation
Meet your transition consultant — your sole point of contact who will manage your entire journey, from transition to onboarding.
02
Transition planning
Receive a customized roadmap to ensure you’re prepared for the transition before you resign from your current firm.
03
Affiliation
Our transition team works with various departments to make sure you can hit the ground running on your first day.
04
Post-transition
We continue to monitor your transition post-affiliation, while you have full access to Osaic's services, support, and resources.