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Merrill

Negotiation Scale

High

Size of Deal Scale

Average

Total

275% to 325%

Upfront Payment

150% to 175% of T-12

Backend Payment

125% to 170% of T-12

Deferred

Negotiable, upwards of 25% of T-12

Merrill

6 Month

Early Asset Award: 75% of assets
Payout bonus: 25% of production

Year 1 Hurdle

85% of Assets
Payout bonus: 50% of production

Year 2 Hurdle

100% of Assets or Revenue
Payout bonus: 25% of production from incoming T-12

Year 3 Hurdle

115% of Assets or Revenue
Payout bonus: 25% of production from incoming T-12

Year 4 Hurdle

125% of Assets or Revenue
Payout bonus: 20% of production from incoming T-12

Year 5 Hurdle

155% of Assets or Revenue
Payout bonus: 20% of production from incoming T-12

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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