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How do you combat scope creep?
Ripple at .666 Hmmmm
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Remember, that's a Hotel California... think about where your business will be at the end of your contract. Now compare the 90% cash flow, 4-6X EBITDA Enterprise Equity, one quarter of the tax liability as an Indie RIA and ask yourself is an upfront taxed as W2 income worth the 10 year sentence with zero client portability worth it. THE EMOTIONAL DECISION OF AN UPFRONT CHECK IS NOT WORTH IT.
Is there a local leader or leadership team? A good leader could make a difference.
UBS one hundred percent - way better brand name. But I guess it also depends on what coast you're on.
Two totally different models, unless the ubs offer is for their private banking arm in which case you’re in the wrong bowl