• An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
  • An interim calculation in the computation of income tax liability. An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
  • It is computed by subtracting certain allowable adjustments from gross income.
  • An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
Glossary

Your Financial Future Begins with AQuest

Creating a plan for financial freedom

Transition to freedom™

the future of succession planning
Dr. Jason van duyn
cfp®, Chfc, clu, mba

The Transition to Freedom™ process is based on research Jason conducted for his doctoral dissertation, plus 19 years of observations working in the weaith management industry. If offers advisors the opportunity to develop a customized transition strategy that address their unique goals.

Your life's work has been to help clients plan for
their future. now is the time to plan yours!
  • We pay sellers a down payment upon deciding to merge.
  • The seller continues to earn 100% of all commissions and fees they generate for 1-3 years during the transition process.
  • The sellers decides to retire and AQuest pays another down payment before commencing monthly payments for the remaining balance of purchase price.

The process

Merge
  • Fit and valuation are determined
  • Downpayment paid to the seller
  • Accounts placed under joint rep I.D
Control

Pursue your passions and introduce your clients to AQUEST Wealth while AQUEST handles:

  • Compliance
  • Hiring and training new staff
  • Paperwork
  • Trading
  • Reception and phones
  • Integration of firms
Retire

When you are ready, pick your retirement date and begin to collect payment on value of your practice

How it works

Typical Transition Example

Recurring Revenue Payout (2x): $210,000 x 2 = $420,000
Transaction Revenue Payout (1x): $90,000 x 1 = $90,000
Total Payout: $510,000 Multiple 1.75 x revenue

T2F Transition Example

Recurring Revenue Payout (2x): $210,000 x 2 = $420,000
Transaction Revenue Payout (1x): $90,000 x 1 = $90,000
Part Time Work: $690,000 Earn-out Increase: $75,000
Total Payout: $1,275,000 Multiple 4

Testimonial

James Rodney Charles, CFP®
The Financial Freedom Group

Making the move to transition out of our industry is challenging. For me, the first decision was to make the decision. Then it became finding the right people and process for carrying that our effectively.

My initial criteria were to find an independent, trustworthy, and educated partner who practiced the art of financial planning. From there, it migrated to the ease to making the move and who had the financial wherewithal to carry out the terms of a agreement. There are many quality people and organizations within the financial services industry.

Fortunately for my clients, my family and myself, I found a partner in AQuest Weaith and Jason Van Duyn.

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