Earn-outs are as common to investment management firm transactions as they are misunderstood. The purpose of this whitepaper is to explore the basic economics of contingent consideration and the role it plays in negotiating RIA transactions.

Corporate finance does not need to be a mystery. In this whitepaper, we distill the fundamental principles of corporate finance into an accessible and non-technical primer. Structured around the three key decisions of capital structure, capital budgeting, and distribution policy, the guide is designed to assist family business directors and shareholders without a finance background make relevant and meaningful contributions to the most consequential financial decisions all companies must make.