Equity Structure Designer
Design ownership transition and equity arrangements
Tool for designing equity transfer structures including buyout terms, vesting, and earnouts.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You know your next-gen advisors are the future of the firm, but you don't have a defensible structure for transferring equity to them without giving it away or pricing them out. Every year you delay, the ownership transition gets harder and the risk of losing them to a competitor grows. What buyout terms, vesting schedule, and earnout actually protect your enterprise value while keeping your successors committed?
✦ You'll walk into your next partner conversation with a modeled equity structure—buyout terms, vesting timeline, and earnout triggers—that you can defend instead of guess at.
Tool Details
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