Advisorbox has created proprietary Strategy ProFormas as an additional support tool for the advisors and firms we work with. To compliment our consultative, advisor advocate culture, we’re offering Strategy ProFormas to help our advisors develop and compare different acquisition, selling and succession, and recruiting strategy projection models.
We start with an in depth conversation with you to discover your growth goals, preferences, key variable ranges, important priorities, retirement horizon, and other factors. Based on what you share, we then share ideas, options, address key red flags, and get into the weeds on any topics you have questions about.
After we have this better understanding and insight into you and your practice, we’ll provide strategy options to consider, and tailor your Strategy ProFormas so you can compare the financials and variations of each.
Strategy ProForma Models:
Selling and Succession
Compare different strategies based on your retirement timeline and the financial implications of each.
Hiring & Acquiring
Compare different inorganic growth strategies from the impact of acquiring a single practice or hiring an advisor locally to building a regional or national empire.
Compare different strategies in using recruiting transition bonuses and compensation packages to monetize the equity in your practice now and then monetize again when you retire.
Blended strategies of different model types.
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