Internal · for Moran · not for publication

Advisor firm manuals

Two operating manuals. Manual 1: how to launch a sell-side firm the way The Advisory IB (Oliver Bogner) runs one. Manual 2: how to launch a buy-side firm the way Acquiry (Joash Boyton) runs one. Each module has what they said or do, a diagram, the step-by-step process, the exact scripts and templates, and a checklist.