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      "@type": "LocalBusiness",
      "@id": "https://gocontinuity.com/#localbusiness",
      "name": "Continuity Transition Services",
      "url": "https://gocontinuity.com",
      "telephone": "480-631-0700",
      "email": "PLACEHOLDER - ADD BUSINESS EMAIL",
      "address": {
        "@type": "PostalAddress",
        "streetAddress": "1521 W. Citation Lane",
        "addressLocality": "Chandler",
        "addressRegion": "AZ",
        "postalCode": "85224",
        "addressCountry": "US"
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        "name": "United States"
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      "founder": {
        "@type": "Person",
        "name": "Curtis Kloc"
      },
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      "name": "Business Management Consultant",
      "serviceType": "Business Management Consultant",
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      "areaServed": {
        "@type": "Country",
        "name": "United States"
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      "url": "https://gocontinuity.com/business-management-consultant/",
      "description": "Business management consulting for financial advisor transitions, RIA launches, client data preparation, account transfer tracking, transition project management, and post-transition cleanup."
    },
    {
      "@type": "FAQPage",
      "@id": "https://gocontinuity.com/business-management-consultant/#faq",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "Where does a business management consultant fit in an advisor transition?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Continuity fits in the operational lane. Legal counsel handles legal advice. Compliance handles compliance direction. Custodians provide platform and account requirements. Continuity helps organize book review, data cleanup, paperwork flow, task ownership, transfer tracking, exception visibility, and completion follow-through."
          }
        },
        {
          "@type": "Question",
          "name": "Why does advisor transition work need project control instead of just a checklist?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "A checklist is useful, but it does not chase signatures, surface stalled assets, spot account-title issues, or show which items are blocked. Project control gives the team a living view of what is ready, what is missing, who owns it, and what may affect client experience."
          }
        },
        {
          "@type": "Question",
          "name": "How early should an advisor involve Continuity?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Earlier is better, especially if the book includes trusts, entities, retirement accounts, options, margin, direct business, annuities, 529 plans, HSAs, inherited IRAs, or old cost basis records. Early review gives the team time to clean data and set expectations before a timeline becomes tight."
          }
        },
        {
          "@type": "Question",
          "name": "Can Continuity support nationwide advisor teams even though the business is in Chandler, AZ?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Yes. Continuity is based in Chandler, Arizona, and supports advisors, RIA teams, recruiters, aggregators, and integration partners nationwide. Most work is handled through structured calls, secure file exchange, transition trackers, status meetings, and clear task ownership."
          }
        },
        {
          "@type": "Question",
          "name": "What transition problems are usually missed until late in the move?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Common late-stage problems include mismatched account registrations, missing signer details, trust or entity paperwork gaps, transfer rejections, residual assets, non-ACAT holdings, cost basis delays, RMD timing concerns, stale ACH instructions, and clients who delay signing because the process was not explained clearly."
          }
        },
        {
          "@type": "Question",
          "name": "Does Continuity replace the custodian transition team?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "No. Custodian teams are important, but their role is usually tied to their platform, forms, systems, and requirements. Continuity helps the advisor’s side stay organized across the larger move, including source-firm data review, client record preparation, account mapping, transfer tracking, cleanup lists, and coordination with other partners."
          }
        },
        {
          "@type": "Question",
          "name": "Can Continuity help with client data preparation and data integration work?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Yes. Continuity helps teams prepare client and account data for the transition process. That may include organizing household records, account types, titles, registration notes, special handling details, and missing fields."
          }
        },
        {
          "@type": "Question",
          "name": "What should an advisor bring to a readiness call?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Bring the basics: why you are moving, rough timing, current platform or firm type, likely destination, estimated client and account count, known complex assets, and any areas already causing concern. Do not send confidential client data through a public form."
          }
        }
      ]
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