Your Business Profile

$
Total client assets you currently manage
%
Blended fee across the book — sets your trailing-twelve production

Growth & Retention Metrics

%
Gross growth before client attrition — the retention rate below is applied on top
%
Applied to revenue every year on both paths — the book compounds at (1 + growth) × retention
%
Share of the book that follows you to the new firm. A retention cheque and firm support typically keep more of the book.
%
Share of the book that follows you to independence. Lift-outs typically keep somewhat less than a recruited move.

The Recruiting Package

A forgivable note is taxed as it vests; a bonus is taxed entirely in year 0
Period the note is forgiven over and the backend is paid across
$
Cash received at signing
Backend earnout equals the balance above the upfront, paid over the deal term. Recruiting packages are normally quoted against trailing-twelve production.

Compensation Structure

%
%
$
Retirement payout on the W-2 path. Set to “Not Offered” if taking this deal forfeits it.

Practice Valuation

Automatic blends a revenue multiple with an AUM-based value. Custom applies your own multiple straight to final-year revenue.

Tax & Planning Details

%

Projection Parameters

Choose a preset or enter any period up to 40 years