Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew
Financial Advisor Success
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How to Calculate Income Complexity Activity
A business owner that's doing more than a million would be our tier. If your income is at least 2 million, you're a 6K. We've got some entrepreneurs that are making 10 or 12 million dollars personal income per year on the high end. But then it becomes a complexity thing because even if someone's doing a million a year, but they're about to sell their business and they have a bunch of family issues they want to plan around. There can be times when we have to say, okay, you look like you'd be a tier one, but you're really a tier two for all these reasons.
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