A systematic approach to evaluating your next move
From intangible forces that shape your daily experience to tangible foundations that secure your legacy.
From Intangible to Tangible
We start with what actually determines long-term success—not just compensation.
Our 6C Continuum Framework™ evaluates partners from Culture to Capital, prioritizing long-term alignment over short-term payouts. Culture and Community determine daily experience. Compatibility and Capability determine how well your practice operates. Compensation and Capital matter only after the foundation is right—no amount of money fixes a cultural mismatch.
Click each card to explore what we evaluate in detail.
Peer network, collaboration opportunities, support resources
Access to peers, mentors, and specialists who accelerate your growth—or isolation where you solve every problem alone.
The right community provides intellectual capital, case collaboration, and support that compounds your capabilities. Isolation is expensive.
Technology alignment, service model alignment, operational workflows
How well the firm's infrastructure supports your practice model. Determines whether transition is seamless or chaotic.
Operational friction kills client experience, team morale, and productivity. These aren't minor annoyances—they're deal-breakers.
Infrastructure for today—and the resources to scale tomorrow
Technology, operations, products, and support that serve your current practice AND can scale as you grow 2x-5x over the next decade.
Compatibility asks if the firm works for who you are today. Capability asks if they can support where you're going.
Without scalable operations, a strong technology roadmap, and access to emerging products and strategies, you risk outgrowing your firm in 3-5 years—forcing another disruptive transition. Many advisors choose a firm that's perfect now but can't handle their growth, team expansion, or evolution upmarket.
We evaluate both present infrastructure (CRM, planning tools, back-office support) and future readiness (innovation track record, operational scalability, practice management resources for building teams or acquiring books). Because the right firm doesn't just work today—it grows with you for the next decade.
Payout grid, transition package, net economics over time
The complete economic picture—not just the transition check, but actual net income after fees, benefits, and hidden costs over 3, 5, and 10 years.
A $2M transition deal means nothing if payout stretches 7+ years, grid drops 10 points, and platform fees eat 20 bps. We model real economics.
Succession planning, equity value, exit strategy options
Succession infrastructure, enterprise value, and whether your equity becomes a meaningful asset or a liability.
You're building toward a 20-year exit. Will this firm help you monetize your life's work at fair value, or force a fire-sale with no succession infrastructure?
Data-driven analysis, not sales pitches.
Each firm scored 1-10 across all six dimensions, weighted to your priorities.
Actual net income at each firm over 3, 5, and 10 years—after all costs.
What could go wrong at each firm—surfaced proactively before you commit.
Best-aligned option based on your priorities and long-term goals with clear reasoning.
Systematic 1-10 scoring across all dimensions produces an Overall Alignment Score for each firm.
Stop making career decisions based on pitch decks.
Start with a framework that puts your priorities first.