Advisor Transitions: Payout, Practice Value, and Your Next Move – with Jeff Nash
Changing firms can affect your take-home income, growth opportunities, and the eventual sale value of your advisory practice. Understanding those numbers early can help you make a more informed decision.
In this videos we discuss new tools that help financial advisors compare the potential financial outcomes of staying, changing firms, going independent, or selling their business.
The free, ungated Bridgemark calculators let advisors explore different scenarios using industry assumptions and inputs specific to their practice.
• Comparing W-2 and 1099 economics, including expenses and tax assumptions
• Evaluating an internal succession offer alongside other potential options
• Modeling how client retention could affect the economics of a move
• Using transition money to fund hiring, marketing, or acquisitions
• Assessing practice value and identifying opportunities to improve it before a sale
• Why organic growth matters to prospective buyers
Explore the resources and calculators:
https://www.bridgemarkstrategies.com
https://www.coreywalen.com
—-
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
—-
Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
