Financial Advisor Transition Calculators

“Headline numbers” rarely tell the whole story. Between fees, structure, and taxes, the real difference between offers often isn’t visible until you run the actual math. These calculators show you the net, allowing you to walk into your next conversation with better questions.

Advisor Payout Calculators

Every firm quotes payout differently, and the headline number is rarely the real one. Compare your net, either as a W2 employee or as an independent advisor, once fees, structure, and taxes are actually factored in.

Independent Advisor Net Payout Calculator

This calculator provides an estimate of take-home pay for an independent advisor, including gross revenue, broker-dealer deductions, practice overhead, and what’s actually left over.

Don’t forget taxes.

W2 Advisor Net Payout Calculator

This calculator provides an estimate of take-home pay for a W2 advisor, including payout grid, deferred compensation, expenses, and what is actually left over.

Use the slides to adjust your payout.

M&A Practice Valuation & Sunset Calculators

Selling, merging, or winding down your practice? Most advisors don’t know what it’s actually worth. Start with a few inputs for a quick estimate, or use the sliders to model different scenarios and see how outcomes shift.

Practice Value Calculator

An easy to use tool that gives you a quick estimate of your practice’s EBITDA and enterprise value. This is only a starting point and does not reflect a final valuation.

W2 Advisor Sunset Program Calculator

An easy to use tool that gives you a quick estimate of your sunset benefits. This is meant as a starting point to demonstrate program valuations.

These calculators use industry-typical assumptions to provide directional estimates. They are a starting point for better questions, not a substitute for a certified valuation or negotiated offer.