Strategy ProFormas for Hiring and Acquiring

We’ll help you map out your inorganic growth strategies through hiring and acquiring. Compare multiple different strategies and see how hiring and/or acquiring practices impacts short-term and long-term income.

We can factor in different levels of hiring quantity over the next 10 years, at different revenues, growth rates, payouts, and overrides. Compare W-2 and 1099 profitability structures when added to your current office or expanded branches. Also see our BluePaper on Inorganic Growth.

With acquisitions, see the comparisons between not acquiring and acquiring any number of practices, at any level of size, at different retention rates, if a new office is needed or not, and if it’s an internal (within same broker dealer or custodian) or external acquisition .

We can show how different deal structures impacts both buyer and seller, and include variables such as down payment amounts, bank loan payments, and seller note payments.

In comparing strategies we’ll consult with you about how financing can be used in fueling inorganic growth and how financing impacts your strategy in terms of how much financing you can qualify for, how bank and SBA loans impact deal structures, how to stack loans for multiple acquisitions, and what kinds of acquisitions have stricter LTV or financing limitations.

Our Strategy Proformas will also show based upon the above variables and options, how quickly the acquisition should be cash flowing on it’s own and how long it takes for the acquisition to pay for itself.