Renewal is the point of having an adviser rather than a signup: what you can plan for, which decisions are genuinely in your control, and how the strategy should respond.
What suits nine people in one location rarely suits thirty across two, so the strategy gets reassessed as headcount and needs change. That is a standing part of the job, not an upsell at the anniversary.
If you just bought a company and inherited whatever was there, start with what is already in place: what is worth preserving, what needs improving, and getting you ready for the first renewal under your ownership.