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   ...
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 ...
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      ...
The Financial Advisor Continuity       Sell and Stay ModelUp Front 33% Payment   Part-time Work*      $168,300            ...
The Financial Advisor Continuity       Sell and Stay ModelUp Front 33% Payment   Part-time Work*      $168,300            ...
The Financial Advisor Continuity       Sell and Stay Model   Totalcompensation $709,900
The Financial Advisor Continuity       Sell and Stay Model   Total                Multiplecompensation              of $70...
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: $5...
How does the Standard Compare to Our       Sell and Stay Model?  Standard Payout            Sell and Stay Compensation: $5...
How does the Standard Compare to Our       Sell and Stay Model?  Standard Payout            Sell and Stay Compensation: $5...
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
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.

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

  1. 1. John is consideringselling his financialpractice.
  2. 2. John’s practicegenerates $300,000total trailing 12 GDC.
  3. 3. A Closer Look at John’s Practice $300,000 practice total trailing 12 GDC Commission Business 30% Fee Based Business 70%
  4. 4. Let’s compare the Standard Multiple Payout Modelwith Financial Advisor Continuity’s Sell and Stay Model
  5. 5. The Standard Multiple Model
  6. 6. The Standard Multiple ModelFee-Based Business Payout$210,000 x 2$420,000
  7. 7. The Standard Multiple ModelFee-Based Commission Business Business Payout Payout$210,000 x 2 $90,000 x 1$420,000 $90,000
  8. 8. The Standard Multiple Model Total Payout$510,000
  9. 9. The Standard Multiple Model Total Multiple Payout of$510,000 1.75
  10. 10. How does FinancialAdvisor Continuity’sSell and Stay model benefit John?
  11. 11. The Financial Advisor Continuity Sell and Stay Model
  12. 12. The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment $168,300
  13. 13. The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment $168,300 Earn Out $168,300
  14. 14. The Financial Advisor Continuity Sell and Stay ModelUp Front 33% Payment $168,300 Earn Out $168,300 Note $168,300
  15. 15. 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.
  16. 16. 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.
  17. 17. The Financial Advisor Continuity Sell and Stay Model Totalcompensation $709,900
  18. 18. The Financial Advisor Continuity Sell and Stay Model Total Multiplecompensation of $709,900 2.4
  19. 19. How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay
  20. 20. How does the Standard Compare to Our Sell and Stay Model? Standard Payout Sell and Stay Compensation: $510,000 Compensation: $709,900
  21. 21. 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
  22. 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 That’s an increase of $199,990
  23. 23. Our Sell and Stay Model yields alarger multiple and higher payout.
  24. 24. You work part time – when andwhere you choose.
  25. 25. You focus on the relationshipsyou’ve built with your clients and delegate the rest to us.
  26. 26. Join theSell and Stay Firm (828) 398-2802 doug@financialadvisorcontinuity.com

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