Partnership Scenario Planner
Model different partnership structures before committing
Compare formal revenue share vs informal referral vs joint ventures with 3-year projections.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You're weighing a revenue share arrangement with a CPA firm, but you can't see how it compares to a simple referral handshake or a full joint venture three years out. You don't know which structure actually grows your book without giving away margin you can't get back. So the conversation stalls, and the referral pipeline you've been courting goes nowhere.
✦ You'll walk into your next partnership conversation with side-by-side 3-year projections showing which structure adds the most AUM for the least margin given away.
Tool Details
Related Tools in Partnerships & COI
Ready to use Partnership Scenario Planner?
Built exclusively for independent RIAs and advisory firms ready to grow, protect, and scale their practice.
Start Your 14-Day Free Trial