Idea Transfer Inc.
If you are a Broker-Dealer or Brokerage General Agency
Business longevity on the front lines of financial services never happens by accident. Those that succeed have faced the challenges of immediate growth, continuous innovation, and sometimes even the successful transition of ownership.
For most firms, these are journeys that appear to be too complex and difficult to achieve without guidance. At Idea Transfer, we help our clients navigate the five essentials of any business — story, traction, structure, time, and legacy.
Our five essentials have been proven over decades in over 200 independently owned businesses and agencies. As a member of the OPUGEN Best Performance Catalyst Network, IdeaTransfer collaborates with you to help you align your firm’s people, practices, and technology. This alignment will leverage your story, increase your sales, and harness the power and capital in your networks.
Specializations:
Business plans, marketing plans, multigenerational business transitions, exit strategies and transitions, merger and acquisition planning, research projects, and executive team coaching.
The Idea Transfer Team
IdeaTransfer was co-founded by Terry White and Alan Boal. Terry White is a man of principles — a wise man from his partner’s perspective. He is someone you will want to know better and it begins by asking him questions. And when you ask him, no one is better than Terry to guide you along a path from awareness to action with informed decisions along the way.
Alan Boal is an idea person and a world class facilitator per his partner and clients. He has strategic and operational experience in governance, policymaking, and administration. He knows how to inspire people to manage processes, systems, knowledge, time, conflict, and change. Together they deliver immediate growth, continuous innovation, and the five essentials- story, traction, structure, time and your legacy.