Capacity
Which tasks come off your desk? How many additional client relationships can the team serve well?
PRACTICE BUILDER / SCENARIO LAB
What could your next hire make possible?
See the economics of a practice before you make a growth decision. Change the assumptions and compare revenue, operating costs and the room left for reinvestment.
Your assumptions
SCENARIO / ANNUAL OPERATING SURPLUS
$170,000
Before owner compensation not included in your costs, taxes, financing and one-off transition costs.
$550,000Gross fee revenue
$440,000Retained revenue
$33,750,000Assets to cover modeled costs
Flat fee on modeled year-end assets. This simplified model does not project net flows, market returns, billing timing or actual firm economics.
One account for research across the network.
Pressure-test the plan.
Funding
What cash reserve covers the hire before new revenue arrives? Which financing terms would change the outcome?
Partnership
What capabilities, equity rights and exit terms would a partner bring? Ask how client ownership and decision-making work.
A useful next conversation.
Keep your research, or tell the team what you would like help exploring.