In October 2024, I decided to rename my firm “ParkBridge Wealth Management.” The rebranding process may feel overwhelming, but having a comprehensive list of items to tackle makes the process far more seamless.
This is NOT an exhaustive list. After all, every company is unique and may have their own set of issues. However, the below checklist should serve as a good starting point. Naturally, every business owner should consult their own professional advisors to ensure they are executing this change correctly.
- Trademark search of new company name
- Apply for trademark for new company name
- Buy new domain name
- Make new logo
- Compliance approval for new name, logo, etc.
- Update the name of your legal entity (LLC, S-Corp, etc.)
- Build out new website
- Create new e-mail address associated with new domain
- Sync phone to new e-mail address
- Update bank account to reflect new name or set up new bank account if appropriate
- Update accountant on new company name and follow guidance on how to update for tax purposes.
- Get new credit cards with correct company name
- Notify broker-dealer of rebranding and follow guidance on what needs to be done
- Notify custodian of rebranding and update statements and confirms
- Update financial planning software to include new logo
- Update performance reporting software to include new logo
- Draft e-mail to clients about new company name
- Post on social media across all platforms about new name
- Forward old website to new website
- E-mail all contacts with new contact information from new e-mail address
- Ensure all contacts are migrated over to CRM reflecting new company name and contact information
- Make sure data from CRM migrates over to new system (i.e. client birthday notifications, periodic client e-mails, client notes, etc.)
- New business cards
- Revise marketing material
- Revise newsletters, podcast, social media hashtags, LinkedIn/Facebook business pages, and all other online business development to reflect new name.
- Update login information to all services associated with old e-mail address
- Update your company corporate retirement plan to reflect new name/information
- Contact editors: If you do writing, make sure you contact all your editors to update them.
- New company swag
- Update conferencing software like Zoom/Microsoft Teams to include new contact info and new logo
- Update e-mail on all distribution lists: If you receive research e-mails or other newsletters, be sure to update your e-mail on those lists.