Financial Advisor Continuity and Acquisitions

www.FinancialAdvisorContinuity.comThe Sell and Stay Firm

http://www.financialadvisorcontinuity.com/

John is considering selling

his financial practice.



John’s practice generates

$300,000 total trailing 12

GDC.



A Closer Look at

John’s Practice

$300,000 practice total trailing 12 GDC

Commissions

30%

Fee Based

70%


Commission

Business

30% Fee Based

Business

70%


Let’s compare the

Standard Multiple Payout Model

with Financial Advisor Continuity’s

Sell and Stay Model



The Standard Multiple Model




Fee-Based

$210,000 x 2

$420,000




Fee-Based

$210,000 x 2

$420,000

Commissions

$90,000 x 1

$90,000




Total Payout

$510,000




Total Payout

$510,000

Multiple of

1.75



How does our

Sell and Stay model

benefit John?



The Sell and Stay Model



Up Front 33% Payment

$168,300




Earn Out

$168,300


$168,300




Earn Out

$168,300

Note

$168,300


$168,300




Earn Out

$168,300

Note

$168,300

Part-time Work*

$180,000


$168,300



* An example, individual circumstances will vary.


Earn Out

$168,300

Note

$168,300

Part-time Work*

$180,000

Earn Out Increase*

$25,000


$168,300



* An example, individual circumstances will vary.


Total compensation

$709,900




Multiple of

2.4

Total compensation

$709,900




Sell and StayStandard Payout

How do they compare?





Compensation: $709,900Compensation: $510,000






Multiple ofMultiple of 1.75 2.4






Multiple ofMultiple of 1.75 2.4

$199,990That’s an increase of



Our Sell and Stay Model

yields a larger multiple and

higher payout.



You work part time when

and where you choose.



You focus on the

relationships you’ve built

with your clients and

delegate the rest to us.



Join the Sell and Stay Firm

(828) 398-2802

[email protected]


mailto:[email protected]


Financial Advisor Continuity and Acquisitions

Business

Transcript of Financial Advisor Continuity and Acquisitions