Myriad Advisor Solutions Highlights the Power of Succession Planning and 4C Compliance

Power of charitable giving driven home with Myriad’s seventh annual charity golf tournament

Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is highlighting the power of its proven 4C compliance platform during the 2025 Trade PMR Synergy Conference in Tampa May 27-28. In addition to showcasing 4C’s tested capabilities, Myriad continues to lead conversations on business continuity and succession planning through its partnership with the Exit Planning Institute, national speaking engagements, and an American City Business Journals article based on Myriad founder Leigh White’s own very personal journey – one that led to the team’s realization that continuity and succession planning was vital for the success of any company. Myriad is also excited to be hosting the firm’s seventh annual charity golf tournament in Des Moines in June.

MYRIAD’S 4C PLATFORM: A SMARTER APPROACH TO COMPLIANCE AND OPERATIONS

4C (Foresee), part of the established MASDefense suite, is Myriad’s comprehensive platform, designed to help Registered Investment Advisors (RIAs) gain better control over their compliance and operational environment without adding complexity. Built in direct response to real-world advisor pain points, 4C integrates seamlessly into existing workflows and consolidates essential tools into one secure, streamlined hub.

4C focuses on four core pillars of well-run advisory business:

• Compliance for evolving regulatory standards
• Communication that’s secure, personalized, and efficient
• Control over data, permissions and oversight
• Connection between the platforms and tools RIAs rely on daily

With capabilities like CE credit tracking, audit-ready reports, and integrated cybersecurity protocols, 4C enables RIAs to simplify operations and improve audit readiness, without disrupting what already works.

“4C isn’t about reinventing the wheel — it’s about making the ride smoother,” said Danielle White, CEO of Myriad. “We’ve built this platform on everything we’ve learned from over 15 years of working directly with independent advisors. It’s intuitive, integrated, and most importantly — it works.”

Myriad will demonstrate the platform’s value at the 2025 TradePMR Synergy Conference.

SHARPENING THE SAW AT THE CEPA SUMMIT

Myriad CTO Leigh White, CEPA®,, and CEO Danielle White, CEPA®, attended the Certified Exit Planner Association (CEPA®) 2025 Summit in May. They returned with fresh perspectives and a renewed commitment to helping business owners shape their futures.

While attending the summit, White and White delved into important issues such as the following:

• The Value Acceleration Methodology
• The importance of business valuation
• Choosing mastery over mediocrity
• Why exit planning starts NOW, not when you’re “ready”

“Exit planning isn’t just about leaving the business, it’s about building a business that runs with intention, structure, and value every step of the way,” said CEO White. “It’s about creating a legacy. We are devoted to helping our clients build legacies worth leaving.”

CTO White added, “Understanding all the steps necessary to ensure a smooth transition is vital. Bringing in a specialist early can really make the difference because some of these processes must be set into motion years in advance to ensure a seamless exit.”

This mission is personal for the Whites. Leigh White’s own succession journey, marked by professional accomplishments and personal trials, was recently featured in American City Business Journals' “In Her Own Words” series. Her story, along with a new Swift Chat interview with host Marie Swift, a powerful reminder that proper planning is essential not only for business continuity but also for personal peace of mind.

“In early 2021, I was diagnosed with breast cancer,” she said. “You immediately ask yourself ‘Do I have my affairs in order?’ It’s overwhelming, but when you’ve already planned for the future, it becomes a little easier to focus on what matters most, healing and hope. We are more than just the work we do, and we owe it to ourselves to prepare for life’s unexpected turns.”

MYRIAD CHARITY GOLF TOURNAMENT 2025

This year marks the seventh annual Myriad Charity Golf Tournament. The 2025 tournament will be held on Thursday, June 19, at Bright Grandview Golf Course in Des Moines, Iowa.

It’s a fun, relaxed day of golf and community, open to anyone who wants to play and support a good cause. All of the proceeds from the tournament will go directly to the Ronald McDonald House and the Iowa Narcotics Officers Association.

Registration includes:

• 18 holes of golf
• Catered lunch
• Two drink tickets
• Awards banquet after the round

Click here for details and registration information.

ABOUT MYRIAD ADVISOR SOLUTIONS

Established in 2009, this full-service business advisory and solutions firm has been dedicated to its mission of empowering small business owners to achieve their goals by alleviating the operational demands and challenges which growing businesses invariably face. While its focus has primarily been helping breakaway brokers go independent and independent financial advisors reach new levels of success, Myriad Advisor Solutions (Myriad) also works with other types of privately-held businesses on an individual needs-and-interests basis, providing these developing companies with all-encompassing business solutions, operational guidance, and technical support. The company has assisted in launching over 9,500 successful businesses with more than 3,200 locations established nationwide. As a part of that work, Myriad has configured and managed over 5,000 technology networks. It is the umbrella company for two subsidiary firms: Continuum Advantage (which offers with human resources, benefits, payroll, insurance, etc.) and Communications Experts (a telecommunications-focused firm). CEO Danielle White has been with the company since its inception. Leigh White, formerly CEO and President, now leads product development and remains on the leadership team. To learn more, please visit MyriadAS.com.

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“We’ve built the 4C platform on everything we’ve learned from over 15 years of working directly with independent advisors. It’s intuitive, integrated, and most importantly – it works.”