Turnkey
• Delegation of the task
Turnkey
• Maintain my own ADV
• First into work and last to leave.
• Outsource Middle and Backoffice
• Delegate Compliance
• Maintain Independence and autonomy
• Grow my business without adding staff
Tuck-in
• Working within an existing framework
Tuck-in
• Have a work/family balance of life
• See the value in partnership
• Maintain autonomy in the client experience
• Leverage an existing firm’s resources
• Have a similar investment philosophy
• Wants to be a valued member of a team
Legacy Transition
• Creating the next chapter of your life
Legacy Transition
• Wants to leave clients in good hands
• Wants to transition, but not ready to leave
• Looking for the right business culture fit
• Have a similar investment philosophy
• Have a similar investment philosophy
• The client transition is more important than just selling my practice
• Planning for the next chapter of life