Advisorbox Rolls Out Strategy ProFormas for Advisors

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 […]

Strategy ProFormas for Succession and Selling

Compare different exit strategies and succession options based on different timelines. The financial projections can be based on any amount of years you have in mind to ultimately retire. If you are looking at selling this year we can show you what that projection model looks like. If you are thinking you are on a […]

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 […]

Strategy ProFormas for Recruiting

While there are many firms offering different recruiting value propositions to compare we ask advisors to first consider which strategies and models appeal to their preferences and goals first. We’ll help you compare independent strategies such as IBD, RIA, Hybrid RIA, and branded independence models as well as traditional corporate branch options. Transition packages and […]

Blended Strategy ProFormas

Blended strategies encompass more than one and can include all, depending on an advisor’s specific situation. If you want to see what the projections look like if you monetize your practice through a W-2 recruiting deal and then compare a sunset exit strategy to selling into independence we can show you this as well. Take […]

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