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Partnership Models

Ownership Options Built
for Flexibility

Every advisor's situation is different. That's why Elevate offers three distinct models — each designed to meet you where you are and take you where you want to go.

Elevate advisors collaborating during a partnership meeting

Choose Your Path

Three models. One commitment to your success.

Model 01
Continuity
50/50 Partnership

Ideal for advisors who want long-term collaboration — keeping a hand in the practice while gaining a full support structure and immediate liquidity.

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Model 02
Succession
70/30 Partnership

Designed for advisors who want liquidity now with a defined exit — a warm phase-out that protects the book and honors the relationships you've built.

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Model 03
Exit Planning
Outright Buyout

For advisors ready for a full transition — full liquidity at close, a retained ownership stake during the transition, and a plan that accounts for any outcome.

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Model 01

Continuity

50/50 Partnership — Long-term collaboration with immediate liquidity

The Continuity model is built for advisors who aren't ready to step away — they simply need more structure, more support, and a partner who shares both the work and the reward. Revenue is shared 50/50, expenses are split jointly, and the lead advisor retains full client ownership and identity.

Elevate steps in as a fully operational partner — bringing the support advisor, administrative team, technology infrastructure, and case design capability — so the lead advisor can focus exclusively on client relationships and growth.

  • Equal revenue sharing and shared operating expenses
  • Immediate liquidity event at the time of signing
  • Access to the full Elevate support infrastructure from day one
  • Advisor retains their brand, their relationships, and their identity
  • Built-in continuity protection if something happens to either partner
  • Additional growth potential as the practice expands under the model
Interested in This Model? Connect With Us

Key Terms at a Glance

Structure 50/50 Partnership
Ideal For Long-term collaboration
Revenue Shared, split expenses
Liquidity Immediate liquidity event
Growth Additional growth potential down the road

Model 02

Succession

70/30 Partnership — Defined exit with liquidity today and earnout on future growth

The Succession model is for advisors with a clear timeline — those who want to lock in value today while still participating in the practice's future. Elevate purchases 70% of the practice at a negotiated valuation, providing immediate liquidity, while the advisor retains 30% and continues earning as the book grows under the Elevate structure.

A defined phase-out plan is built into the agreement — honoring the relationships and trust the advisor has spent decades building, and ensuring a smooth transfer of stewardship to the next generation.

  • Immediate liquidity at transaction close, based on full business valuation
  • 30% earnout — advisor continues to earn as the book grows post-transition
  • Defined timeline with a warm, relationship-honoring phase-out
  • Business valuation included in the process — no guesswork on value
  • Full Elevate infrastructure supports the book during and after the transition
  • Clients experience continuity — no disruption to the relationships they depend on
Interested in This Model? Connect With Us

Key Terms at a Glance

Structure 70/30 Partnership
Ideal For Liquidity today + earnout
Liquidity Immediate with 30% earnout on future revenues
Timeline Defined exit plan with warm phase-out
Valuation Business valuation included

Model 03

Exit Planning

Outright Buyout — Full liquidity with retained ownership during transition

The Exit Planning model provides a complete solution for advisors who are ready to fully transition out — whether due to retirement, disability, or estate planning needs. Elevate acquires the majority of the practice outright, delivering full liquidity at close, while the advisor retains a 30% ownership stake during the defined transition period.

This model is built to account for every scenario — it protects clients, protects the advisor's legacy, and ensures that the practice continues to serve families for generations beyond the original advisor's tenure.

  • Full liquidity delivered at transaction close
  • Advisor retains 30% ownership stake throughout the defined transition
  • Timeline accounts for retirement, disability, and estate planning outcomes
  • Customizable revenue split structure tailored to the advisor's situation
  • Elevate takes majority share and assumes full operational responsibility
  • Client relationships are protected and stewarded through the transition
Interested in This Model? Connect With Us

Key Terms at a Glance

Structure Outright Buyout
Ownership Retain 30% during transition
Timeline Defined — accounts for retirement, disability, and/or death
Revenue Split Customizable
Majority Elevate takes majority share

Our Philosophy

At Elevate, We Believe in
Partnership, Not Control.

Every model we offer is built on the same foundation: the advisor's legacy matters, the client relationships must be protected, and the transition — whatever form it takes — should honor the work of a lifetime. We don't acquire books of business. We become partners in the truest sense.

Dedicated Support Advisor assigned to every lead
Office Administrator handling scheduling and onboarding
Full IT & Technology infrastructure from day one
Tax Evaluation & Case Preparation specialists
Case Design team for complex financial strategies
Compliance & Operational Oversight built in
Industry-proven software — no individual licensing costs
Marketing & Client Experience systems included

*None of the entities listed are affiliated with HTK. All resources are provided through the Elevate Financial Group partnership structure.

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