- Move Your Career by Exiting: Titles such as Managing Director, T&E increases, and salary upswings for your staff are a lot easier to negotiate with an acquiring firm than your existing one.
- Increase Your Allocation: Know where you stand in your firm by asking for an increase to your syndicate allocation. Watch their response to understand how much they care about your business.
- Sue Your Firm?: Deferred comp plans are sweeping the Street and essentially stealing your money. Consider creating a syndicate of like minded Brokers who want justice.
- Sell your Book Twice: Bulge bracket firms are ramping up retirement and succession deals and shortening eligibility requirements. Call us to discuss the current metrics.