Bowing Out Gracefully

No one likes to be turned down.  You may be turned away from a firm and you will … [Read more...]

Don’t Take a Meeting Without Reading This

Whatever your reasons for exploring your options, the process is a serious one.  … [Read more...]

How to Get a Deal

The hiring firm is considering an acquisition of your business.  They must … [Read more...]

How Deals are Paid

The following deal components are calculated based on your trailing 12 months of … [Read more...]

How Firms Value You

Quintile Every firm puts Advisors into one of 5 quintiles.  The first … [Read more...]

Get What You Deserve: Compare Your Deal

Congratulations, you got a deal!  You read the deal components so you understand … [Read more...]