- 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.
- Average Your T-12: Firms traditionally pay on Trailing 12, but defining the metric is flexible. Take a look at your best 12 of 18 and negotiate from this vantage.
- 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.
- Power in Numbers: Brokers are forming syndicates with other FAs in their offices to command greater multiples and more favorable terms.