
"Wall Street's Preeminent Recruitment Firm"
Selling Your Book
It's not your grandfather's retirement deal market anymore. Long gone are the days of accepting the 120% of one's T12 as a retirement package. Exciting alternatives to the stodgy traditional in house retirement packages that had hoped to capitalize on inertia and lack of awareness providing a mere fraction of what one's book is truly worth in today's dynamic book buying market.
These alternatives include:
* Crafting Two Wealth Creation Events in your immediate future rather than just the one of retiring
A sign on deal combined with sunset deal can provide up to 500% of an advisor's annual production while allowing that advisor to retirement when he and how he wishes.
* Establishment of an Independent Firm as a intermediary Step
Creating a independent firm as a mini step into retirement wields a number of significant advantages ranging from tax advantages income flow to you and flexibility of succession planning for all involved. Remain as a "consultants" while maintaining a license and/or insurance plans. Dole out equity in your firm to acquire, retain and motivate essential employees. The rewards are great and flexibility vast.
After years of hard work spent cultivating relationships, growing your book, and devoting yourself to the industry, the decision to retire can be not only a relaxing thought, yet also your opportunity to leverage an unprecedented deal market so you can ensure that your golden years are truly golden.
While there is an established market for your book, often the difficulty of selling is seeking out an acquiring advisor that will value your book properly, and receiving proper insight and advice during the negotiation process. Here at Black Ridge, we maintain an enormous number of relationships with esteemed financial advisors all of whom are willing to explore book acquisition. And in having decades of experience in this field, we specialize in arranging and excel at handling these kinds of deals.
With one of Wall Street's most respected, Harvard educated lawyers on staff, we can provide consulting and legal advice as you begin to explore your options for selling.