| A | B | C | D | E | F | G | H | I | J | K | L | M | |
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1 | Elite Advisor Network Business Planning Pricing Matrix | ||||||||||||
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5 | 1-2 Points | 3-4 Points | 5-6 Points | 7-8 Points | |||||||||
6 | Revenue | <$1,500,000 | $1,500,000-$3,000,000 | $3,000,000-$5,000,000 | $5,000,000+ | ||||||||
7 | Owner's Income | <$150,000 | $150,000-$250,000 | $250,000-$500,000 | $500,000+ | ||||||||
8 | Source of Income | Straight W-2 | Multi-source, 1099 | Schedule C, Sub Chapter S, Real Estate | Trust, Deferred Compensation, Real Estate, Stock Options, Foreign Investment/Business | ||||||||
9 | Types of Assets | Cash Accounts Only | Mutual Funds, Savings Bonds, T-Bills, Notes, IRA/SEP IRA, 401k | Individual Securities, Asset Management Accounts, Sole Proprietorship, Simple Partnership | Multiple Limited Partnerships and Businesses | ||||||||
10 | Objectives | Simple | Moderate | Complex | Advanced | ||||||||
11 | Ownership | Individual,JTW,ROS/ Tenants by Entirety | Tenants in Common, Community Property, UGMA/UTMA | Trusts | Business Entity or Mutliple Enitities | ||||||||
12 | Special Circumstances | None | Benefits Review, Key-Man | Tax Strategies, Buy/Sell | Business Succession Plan, Executive Benefits, Buy-Out | ||||||||
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14 | Miscellaneous Requests | Simple | 7-19 Pts | $7,500 - $15,000 | |||||||||
15 | Monthly Calls | +2 | Quarterly Travel | +5 | Intermediate | 20-32 Pts | $15,000 - $25,000 | ||||||
16 | Weekly Calls | +5 | Monthly Travel | +10 | Complex | 33-44 Pts | $25,000 - $40,000 | ||||||
17 | Professional Network Meetings | +5 | Board Meetings | +1/mtg | Advanced | 45-56 Pts | $40,000 - $100,000 | ||||||
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