When an agency relocates from one office space to another, making the transition as smooth as possible requires extensive planning and a thorough assessment of potential future needs.

"We've done a lot of preparation to get to this point," says Lisa Treister, founding partner of The Treister Murry Agency in Miami, which is scheduled to relocate at the end of the month. "On moving day, each of us just has to pack up their things at our desk."

Since the firm inked ...