Advisor Resource Center
Join today to access our private resource center for Advisors exploring a transition.
When Financial Advisors change jobs or more their businesses, we know it is a big decision that is made quietly. We want to give you the information to make sure it is a wise one as well.
The M&A market is active, with a lot of buyers, a lot of sellers, and a lot more questions. What is a fair multiple? What type of deal structure is fair? What is the typical arrangement for the Advisor of the practice being acquired?
Going totally independent is a challenging move with robust benefits. Should you go independent? How should you do it? What are the costs and benefits?
About Our Compensation Analyzer Tool:
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Data in our compensation tool is comprised from information we have from real Firms and the knowledge we have on their compensation structure. They are not intended to reflect industry averages, rather the actual opportunities available to the best of our knowledge.
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We attempt to incorporate all information into the tool to demonstrate to the Advisor what the "True Net Payout" to them would be in each scenario. While each opportunity is unique and may be negotiable, we include as many factors as possible to reflect the most accurate information.
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This tool is free to use to help Advisors learn more about the market for their business. If you would like to learn more about specific opportunities and discuss the best fit for your practice, we would love to have a one-on-one conversation to help you further narrow your search.
Video Library
Candid short videos answering some of our most commonly asked questions and sharing some insights you may not have known to ask about.
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Learn more about the opportunity to build a career as part of a team of Advisors with consistent earnings and benefits.
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What does it mean to be independent and what are your options?
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Buying or selling a practice can seem intimidating. Explore what we've learned along the way and how we can help you.
Comparing “the Financials”
Advisors’ job is to help their clients make the best financial decisions. But we often don’t have the time to make sure we are doing the same ourselves. Explore the financial aspects of the business decisions we face and make more calculcated decisions.
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What are compensation structures and expectations for employees serving on a team of Advisors?
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Advisors who primarily serve their own clients will typically earn a revenue payout, ranging from 30 percent to 99 percent.
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The M&A landscape is active and diverse. Each deal is different, but there are some common expectations that participants can have going into the process.
The Firms
Who are the players and which ones are worth talking to? Explore objective pros and cons breakdown of various archetypes of Firms in the marketplace today.
