Baird

Negotiation Scale

Low

Size of Deal Scale

Lowest

Total

150% to 200%

Upfront Payment

50% to 100%

Year 1 Hurdle

75% of Assets or Revenue
Payout bonus: 25% of production

Year 2 Hurdle

100% of Assets or Revenue
Payout bonus: 25% of production

Year 3 Hurdle

110% of Assets or Revenue
Payout bonus: 25% of production

Year 4 Hurdle

125% of Assets or Revenue
Payout bonus: 25% of production

BrokerChalk makes every effort to update this information in a timely fashion but cannot guarantee its accuracy. Advisors are encouraged to undertake their own due diligence or to speak to a BrokerChalk Match consultant.

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