Top 10 firms - how many years after buying in the firm were you able to buy additional shares/units and what did it take to get past the initial “level”.

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Every twoyears

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You don’t ‘get to buy more units’, leadership decides to give you more units (that you’re then required to purchase). I.e. it’s not up to you.

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I’m well aware of that. I didn’t phrase is as “get to” I said “able to”. So for your benefit - what did it take and how long after the initial buy in were you offered/awarded the opportunity by leadership to buy additional equity.

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Mine increases yearly based upon performance and it is withheld from my distributions.

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Two years. A full book, exceeded sales origination goals, contributions to people and culture in office and within my service line (audit).

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