Consultants Period, LTD

Compensation · Relocation · Capital Gains

You don't have a job.
You have a business worth selling.

A top Advisor with a $5M Book is sitting on a real asset, not just a very good job. Your Firm pays you a fraction of what it's worth. We've spent thirty years helping the Street's top Advisors see what their Book commands, and get paid like owners instead of employees.

What's your Book worth? How it works →
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Know Your Number

What's your Book worth?

Most Advisors only see their payout. Move the slider to see what your practice could be worth as a business you sell, not a paycheck you collect.

$2.0M
$500K$20M
Illustrative enterprise value
$6M – $10M
Sold as a business and taxed as long-term capital gains, you'd keep roughly 80¢ on the dollar, not the 50¢ you keep as ordinary income.
Get your real number, in confidence →

Illustrative only, based on recent capital-gains acquisition multiples (roughly 3x to 5x of T-12). Not an offer or an appraisal. Your actual value depends on your margins, your Book, the structure, and diligence.

The Core Idea

A paycheck, or an asset.

The same $5M practice is two completely different things depending on how it's owned and taxed. One ends the day you stop working. The other you sell.

As a W-2

A very good job.

Your firm pays you on a grid, owns the client relationship, and taxes every dollar as ordinary income. When you leave, you leave with your reputation and not much else.

As a business

An asset you own.

An enterprise with an EBITDA, a multiple, and a buyer. Structured right, its value is taxed as long-term capital gains. When you're ready, you sell what you spent a career building.

The Tax Arbitrage

Keep 80¢, not 50¢.

Taxed as ordinary income, a top Advisor in a high-tax state can lose close to half of every dollar. Structured as a capital-gains sale, you keep roughly 80¢. On a practice worth millions, that delta is the whole game.

See how it works →
ORDINARY INCOME VS. A CAPITAL-GAINS SALE What you keep. As ordinary income ~50¢ on the dollar As a capital-gains sale ~80¢ on the dollar Illustrative. Top combined federal and state tax, ordinary income vs. long-term capital gains.

What We Do

Three ways we work for Advisors.

Selling, staying, or moving, the objective never changes. We get you paid for what you built.

01

Capital-Gains Restructuring

We structure the sale of your practice so its value is taxed as long-term capital gains, using the MEEM goodwill method the IRS already recognizes.

Learn more →
02

Retention & Renegotiation

Not leaving? We renegotiate your Contract and win resources on the firm's nickel, using what the Street is really paying as your leverage.

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03

Representation on a Move

When it's time, we represent you across the whole market, from Wirehouses to boutiques to PE-backed RIAs, and run the deal end to end.

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Since 1991
More than three decades keeping an eye on the Street
40+
Goldman Sachs teams moved, with deep alumni relationships
33
of Barron's Top 100 Advisors advised
Independent
Family-owned. Not a rollup. In your corner.

The National Report on FA Compensation

What the Street pays its Advisors.

Our bi-monthly report on Advisor compensation, deal structures, and valuations across private wealth management — upfront, backend, equity, and payout, firm by firm. Written for Advisors weighing a move, with zero fluff.

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Start with a number, not a commitment.

Get a free, confidential analysis of what your Book is really worth. No pressure, and no call unless you want one.

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100% Confidential100% Independent100% in Your Corner