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.

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