Empfohlen
Weitere ähnliche Inhalte
Was ist angesagt?
Was ist angesagt? (20)
Ähnlich wie Selling your Financial Practice? How to make a higher multiple.
Ähnlich wie Selling your Financial Practice? How to make a higher multiple. (20)
Kürzlich hochgeladen
Kürzlich hochgeladen (20)
Selling your Financial Practice? How to make a higher multiple.
- 2. John is considering selling his financial practice.
- 3. John’s practice generates $300,000 total trailing 12 GDC.
- 4. A Closer Look at John’s Practice $300,000 practice total trailing 12 GDC Commission Business 30% Fee Based Business 70%
- 5. Let’s compare the Standard Multiple Payout Model with Financial Advisor Continuity’s Sell and Stay Model
- 6. The Standard Multiple Model
- 7. The Standard Multiple Model Fee-Based Business Payout $210,000 x 2 $420,000
- 8. The Standard Multiple Model Fee-Based Commission Business Business Payout Payout $210,000 x 2 $90,000 x 1 $420,000 $90,000
- 9. The Standard Multiple Model Total Payout $510,000
- 10. The Standard Multiple Model Total Multiple Payout of $510,000 1.75
- 11. How does Financial Advisor Continuity’s Sell and Stay model benefit John?
- 12. The Financial Advisor Continuity Sell and Stay Model
- 13. The Financial Advisor Continuity Sell and Stay Model Up Front 33% Payment $168,300
- 14. The Financial Advisor Continuity Sell and Stay Model Up Front 33% Payment $168,300 Earn Out $168,300
- 15. The Financial Advisor Continuity Sell and Stay Model Up Front 33% Payment $168,300 Earn Out $168,300 Note $168,300
- 16. The Financial Advisor Continuity Sell and Stay Model Up Front 33% Payment Part-time Work* $168,300 $180,000 Earn Out $168,300 Note $168,300 * An example, individual circumstances will vary.
- 17. The Financial Advisor Continuity Sell and Stay Model Up Front 33% Payment Part-time Work* $168,300 $180,000 Earn Out Earn Out Increase* $168,300 $25,000 Note $168,300 * An example, individual circumstances will vary.
- 18. The Financial Advisor Continuity Sell and Stay Model Total compensation $709,900
- 19. The Financial Advisor Continuity Sell and Stay Model Total Multiple compensation of $709,900 2.4
- 20. How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay
- 21. How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay Compensation: $510,000 Compensation: $709,900
- 22. How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay Compensation: $510,000 Compensation: $709,900 Multiple of 1.75 Multiple of 2.4
- 23. How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay Compensation: $510,000 Compensation: $709,900 Multiple of 1.75 Multiple of 2.4 That’s an increase of $199,990
- 24. Our Sell and Stay Model yields a larger multiple and higher payout.
- 25. You work part time – when and where you choose.
- 26. You focus on the relationships you’ve built with your clients and delegate the rest to us.
- 27. Join the Sell and Stay Firm (828) 398-2802 doug@financialadvisorcontinuity.com