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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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Get Paid A Higher Multiple
John is considering selling his financial practice.
John’s practice generates $300,000 total trailing 12 GDC.
A Closer Look at John’s Practice
$300,000 practice total trailing 12 GDC
CommissionBusiness
30%
Fee Based Business
70%
Let’s compare the
Standard Multiple Payout Model
with Financial Advisor Continuity’s
Sell and Stay Model
The Standard Multiple Model
The Standard Multiple Model
2xFee-Based Business Payout
$210,000 x 2
$420,000
The Standard Multiple Model
2xFee-Based Business Payout
$210,000 x 2
$420,000
Commission Business Payout
$90,000 x 1
$90,000
1x
The Standard Multiple Model
TotalPayout
$510,000
The Standard Multiple Model
TotalPayout
$510,000
Multipleof
1.75
How does Financial Advisor Continuity’s Sell and Stay model
benefit John?
The Financial Advisor ContinuitySell and Stay Model
Up Front 33% Payment $168,300
The Financial Advisor ContinuitySell and Stay Model
Earn Out$168,300
Up Front 33% Payment $168,300
The Financial Advisor ContinuitySell and Stay Model
Earn Out$168,300
Note$168,300
Up Front 33% Payment $168,300
The Financial Advisor ContinuitySell and Stay Model
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.
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.
The Financial Advisor ContinuitySell and Stay Model
Total compensation
$709,900
The Financial Advisor ContinuitySell and Stay Model
Total compensation
$709,900
Multiple of
2.4
Sell and StayStandard Payout
How does the Standard Compare to Our Sell and Stay Model?
Sell and StayStandard Payout
How does the Standard Compare to Our Sell and Stay Model?
Compensation: $709,900Compensation: $510,000
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
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
Our Sell and Stay Model yields a
larger multiple and higher payout.
You work part time – when and
where you choose.
You focus on the relationships
you’ve built with your clients and
delegate the rest to us.