ORGANIZATIONAL STRUCTURE & DESIGN
Like a road trip, organizational structure and design provide direction, coordination, and support for navigating change and reaching your destination.
Leveraging Entity Structure for Growth
At Financial Resources Group, our advisors gain access to Moss Waters Consulting, a team with over 30 years of experience in helping businesses grow and navigate key transitions with expert consulting in operations, equity, and governance. Moss Waters, in conjunction with the Financial Resources Group M&A team, specializes in improving business operations, strengthening team structures, and helping with key transitions like succession planning and exit strategies.
How moss waters helps
- Accelerate Business Growth – Increase AUM and GDC while enhancing your firm’s long-term enterprise value.
- Strengthen Team Structure – Define roles, improve governance, and create a unified team that operates efficiently.
- Plan for Seamless Successions – Ensure a smooth transition with strategies that align with your vision and financial goals.
- Expand Your Exit Options – Whether selling externally, transitioning internally, or planning a leadership buyout, we help you explore and execute the best path forward.
- Protect Your Legacy – Implement a clear plan that safeguards your economics, client relationships, and long-term success.
A No-Cost Starting Point for FRG Advisors
Moss Waters offer a complimentary initial consultation to help you assess your needs and explore how we can support your goals. There’s no obligation—just a conversation about how you can build a stronger, more resilient and more valuable business.
Why moss waters?
With a practical, personalized, and proven approach, we help FRG financial advisors streamline operations, increase enterprise value, and create sustainable businesses built to last. Whether you’re looking to optimize today or plan for tomorrow, we’re here to help every step of the way.
Let’s start the conversation. Contact Charles Duke to schedule your no-cost consultation today.
Managing Principal | Moss Waters, LLC
Mobile 864.275.7489
39 Woodvale Avenue | Greenville, SC 29605
Charles.Duke@mosswaters.com | LinkedIn
