Selling your Financial Practice?  How to make a higher multiple.
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Selling your Financial Practice? How to make a higher multiple.

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Considering selling your Financial Practice? Learn how to get paid a higher multiple than the Standard Multiple Model with Financial Advisor Continuity's Sell and Stay Model.

Considering selling your Financial Practice? Learn how to get paid a higher multiple than the Standard Multiple Model with Financial Advisor Continuity's Sell and Stay Model.

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Selling your Financial Practice?  How to make a higher multiple. Selling your Financial Practice? How to make a higher multiple. Presentation Transcript

  • John is consideringselling his financialpractice.
  • John’s practicegenerates $300,000total trailing 12 GDC.
  • A Closer Look at John’s Practice $300,000 practice total trailing 12 GDC Commission Business 30% Fee Based Business 70%
  • Let’s compare the Standard Multiple Payout Modelwith Financial Advisor Continuity’s Sell and Stay Model
  • The Standard Multiple Model
  • The Standard Multiple ModelFee-Based Business Payout$210,000 x 2$420,000
  • The Standard Multiple ModelFee-Based Commission Business Business Payout Payout$210,000 x 2 $90,000 x 1$420,000 $90,000
  • The Standard Multiple Model Total Payout$510,000
  • The Standard Multiple Model Total Multiple Payout of$510,000 1.75
  • How does FinancialAdvisor Continuity’sSell and Stay model benefit John?
  • The Financial Advisor Continuity Sell and Stay Model
  • The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment $168,300
  • The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment $168,300 Earn Out $168,300
  • The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment $168,300 Earn Out $168,300 Note $168,300
  • The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment Part-time Work* $168,300 $180,000 Earn Out $168,300 Note $168,300 * An example, individual circumstances will vary.
  • The Financial Advisor Continuity Sell and Stay ModelUp 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.
  • The Financial Advisor Continuity Sell and Stay Model Totalcompensation $709,900
  • The Financial Advisor Continuity Sell and Stay Model Total Multiplecompensation of $709,900 2.4
  • How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay
  • How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay Compensation: $510,000 Compensation: $709,900
  • 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
  • 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
  • Our Sell and Stay Model yields alarger multiple and higher payout.
  • You work part time – when andwhere you choose.
  • You focus on the relationshipsyou’ve built with your clients and delegate the rest to us.
  • Join theSell and Stay Firm (828) 398-2802 doug@financialadvisorcontinuity.com