MAKE THE TRADE-OFFS VISIBLE
A clearer view of the numbers.
Change the assumptions. Explore the differences. Bring better questions to your next conversation.
TRANSITION ECONOMICS
What stays after the costs?
Compare a simplified annual practice scenario. Keep transition incentives separate from recurring earnings.
ILLUSTRATIVE ANNUAL AMOUNT
$540,000After entered practice expenses; before owner taxes, debt service, and costs not entered.
- Retained revenue
- $900,000
- Gross advisor payout
- $765,000
- Entered expenses
- $225,000
Revenue × retention × payout − expenses. No growth, grid tiers, product exclusions, clawbacks, or tax effects are modeled.
Discuss the trade-offsBUILD WITH INTENTION
Your Next Chapter Deserves a Better Plan.
Start with your goals. Explore the trade-offs. Decide what belongs in your next conversation.