Migrations
An advisory firm migration ritual
Included on every plan. Scope, verification, cutover steps, and timing are agreed after reviewing the site and available access.
How a move works
- Intake. Site count, current host, domains, and plan intent via Start. Optional: Scorecard first to surface gaps before cutover.
- Copy & verify. The migration plan identifies the files, data, pages, forms, and domain paths in scope before DNS changes.
- Cut over. A coordinated DNS window and known contact path. Downtime cannot be ruled out.
- Close the loop. Evidence Pack kickoff on Exam Ready / Firm Command and an agreed transition from the old host. Exit assistance is included later too.
What to expect
Timing depends on site complexity, third-party systems, and cooperation providing host, backup, and DNS access. No public go-live duration is promised.
Not sure whether the current site is ready? Run the Advisor Web Risk Scorecard and bring the band into onboarding.