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Get Paid A Higher Multiple

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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Page 1: Selling your Financial Practice?  How to make a higher multiple

Get Paid A Higher Multiple

Page 2: Selling your Financial Practice?  How to make a higher multiple

John is considering selling his financial practice.

Page 3: Selling your Financial Practice?  How to make a higher multiple

John’s practice generates $300,000 total trailing 12 GDC.

Page 4: Selling your Financial Practice?  How to make a higher multiple

A Closer Look at John’s Practice

$300,000 practice total trailing 12 GDC

CommissionBusiness

30%

Fee Based Business

70%

Page 5: Selling your Financial Practice?  How to make a higher multiple

Let’s compare the

Standard Multiple Payout Model

with Financial Advisor Continuity’s

Sell and Stay Model

Page 6: Selling your Financial Practice?  How to make a higher multiple

The Standard Multiple Model

Page 7: Selling your Financial Practice?  How to make a higher multiple

The Standard Multiple Model

2xFee-Based Business Payout

$210,000 x 2

$420,000

Page 8: Selling your Financial Practice?  How to make a higher multiple

The Standard Multiple Model

2xFee-Based Business Payout

$210,000 x 2

$420,000

Commission Business Payout

$90,000 x 1

$90,000

1x

Page 9: Selling your Financial Practice?  How to make a higher multiple

The Standard Multiple Model

TotalPayout

$510,000

Page 10: Selling your Financial Practice?  How to make a higher multiple

The Standard Multiple Model

TotalPayout

$510,000

Multipleof

1.75

Page 11: Selling your Financial Practice?  How to make a higher multiple

How does Financial Advisor Continuity’s Sell and Stay model

benefit John?

Page 12: Selling your Financial Practice?  How to make a higher multiple

The Financial Advisor ContinuitySell and Stay Model

Page 13: Selling your Financial Practice?  How to make a higher multiple

Up Front 33% Payment $168,300

The Financial Advisor ContinuitySell and Stay Model

Page 14: Selling your Financial Practice?  How to make a higher multiple

Earn Out$168,300

Up Front 33% Payment $168,300

The Financial Advisor ContinuitySell and Stay Model

Page 15: Selling your Financial Practice?  How to make a higher multiple

Earn Out$168,300

Note$168,300

Up Front 33% Payment $168,300

The Financial Advisor ContinuitySell and Stay Model

Page 16: Selling your Financial Practice?  How to make a higher multiple

Earn Out$168,300

Note$168,300

Part-time Work*

$180,000Up Front 33% Payment

$168,300

The Financial Advisor ContinuitySell and Stay Model

* An example, individual circumstances will vary.

Page 17: Selling your Financial Practice?  How to make a higher multiple

Earn Out$168,300

Note$168,300

Part-time Work*

$180,000

Earn Out Increase*

$25,000

Up Front 33% Payment $168,300

The Financial Advisor ContinuitySell and Stay Model

* An example, individual circumstances will vary.

Page 18: Selling your Financial Practice?  How to make a higher multiple

The Financial Advisor ContinuitySell and Stay Model

Total compensation

$709,900

Page 19: Selling your Financial Practice?  How to make a higher multiple

The Financial Advisor ContinuitySell and Stay Model

Total compensation

$709,900

Multiple of

2.4

Page 20: Selling your Financial Practice?  How to make a higher multiple

Sell and StayStandard Payout

How does the Standard Compare to Our Sell and Stay Model?

Page 21: Selling your Financial Practice?  How to make a higher multiple

Sell and StayStandard Payout

How does the Standard Compare to Our Sell and Stay Model?

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

Page 22: Selling your Financial Practice?  How to make a higher multiple

Sell and StayStandard Payout

How does the Standard Compare to Our Sell and Stay Model?

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

Multiple ofMultiple of 1.75 2.4

Page 23: Selling your Financial Practice?  How to make a higher multiple

Sell and StayStandard Payout

How does the Standard Compare to Our Sell and Stay Model?

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

Multiple ofMultiple of 1.75 2.4

$199,990That’s an increase of

Page 24: Selling your Financial Practice?  How to make a higher multiple

Our Sell and Stay Model yields a

larger multiple and higher payout.

Page 25: Selling your Financial Practice?  How to make a higher multiple

You work part time – when and

where you choose.

Page 26: Selling your Financial Practice?  How to make a higher multiple

You focus on the relationships

you’ve built with your clients and

delegate the rest to us.

Page 27: Selling your Financial Practice?  How to make a higher multiple

Join the Sell and Stay Firm

(828) 398-2802

[email protected]