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John is considering selling
his financial practice.
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
John’s practice generates
$300,000 total trailing 12
GDC.
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
A Closer Look at
John’s Practice
$300,000 practice total trailing 12 GDC
Commissions
30%
Fee Based
70%
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Commission
Business
30% Fee Based
Business
70%
Let’s compare the
Standard Multiple Payout Model
with Financial Advisor Continuity’s
Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
The Standard Multiple Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
The Standard Multiple Model
Fee-Based
$210,000 x 2
$420,000
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
The Standard Multiple Model
Fee-Based
$210,000 x 2
$420,000
Commissions
$90,000 x 1
$90,000
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
The Standard Multiple Model
Total Payout
$510,000
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
The Standard Multiple Model
Total Payout
$510,000
Multiple of
1.75
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
How does our
Sell and Stay model
benefit John?
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Up Front 33% Payment
$168,300
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Earn Out
$168,300
Up Front 33% Payment
$168,300
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Earn Out
$168,300
Note
$168,300
Up Front 33% Payment
$168,300
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Earn Out
$168,300
Note
$168,300
Part-time Work*
$180,000
Up Front 33% Payment
$168,300
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
* 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 Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
* An example, individual circumstances will vary.
Total compensation
$709,900
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Multiple of
2.4
Total compensation
$709,900
The Sell and Stay Model
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Sell and StayStandard Payout
How do they compare?
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Sell and StayStandard Payout
How do they compare?
Compensation: $709,900Compensation: $510,000
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Sell and StayStandard Payout
How do they compare?
Compensation: $709,900Compensation: $510,000
Multiple ofMultiple of 1.75 2.4
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Sell and StayStandard Payout
How do they compare?
Compensation: $709,900Compensation: $510,000
Multiple ofMultiple of 1.75 2.4
$199,990That’s an increase of
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Our Sell and Stay Model
yields a larger multiple and
higher payout.
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
You work part time when
and where you choose.
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
You focus on the
relationships you’ve built
with your clients and
delegate the rest to us.
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
Join the Sell and Stay Firm
(828) 398-2802
doug@financialadvisorcontinuity.com
www.FinancialAdvisorContinuity.comThe Sell and Stay Firm
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