Breakaway calculator
Thinking about leaving your broker-dealer? Compare your payout today with running your own RIA: your breakeven month, three years of take-home, and the cash it takes to make the move.
Today
The move
The defaults are examples to start from. Swap in your own quotes and your partners' numbers.
- Breakeven
- Month 17
- Year 2 take-home
- $1,014,300
- Cash to move
- $240,000
Take-home, staying vs. going independent
| Staying | Independent | Difference | |
|---|---|---|---|
| Year 1 | $600,000 | $610,375 | +$10,375 |
| Year 2 | $630,000 | $1,014,300 | +$384,300 |
| Year 3 | $661,500 | $1,065,015 | +$403,515 |
- Breakeven
- Month 17 (year 2)
- 3-year difference, after deferred comp
- +$648,190
Pre-tax. Independent take-home is revenue at the new firm less running costs, and startup costs in year 1.
How the numbers work
Staying put is your revenue times your payout, growing at the rate you set.
Going independent starts from the share of revenue you expect to follow you. It ramps up evenly over the months the move takes, then grows at the same rate. From that comes the cost of running the firm each year, and in year one the startup costs.
Breakeven is the month your total take-home at the new firm catches up with staying put, after counting the startup costs and the deferred comp you leave behind.
Common questions
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