Equity Enhancement Partners

Attention Finacial Advisors

Dr. Kenneth Knight brings a wealth of experience and expertise to the E2P team, with a distinguished background in both academia and consulting. Graduating top of his class in engineering from Yale and holding a PhD in economics from Carnegie Mellon, Dr. Knight has taught at prestigious institutions like Stanford and the University of Texas and has consulted for major U.S. companies. At E2P, Dr. Knight is dedicated to mentoring clients, especially those in their 50s, to go beyond average achievements in asset building. His guidance aims to transform lifestyle businesses into thriving enterprises. Our team is committed to helping clients reach their full potential and achieve lasting success. Message me to set an Appointment

At Equity Enhancement Partners, it’s all about you—the investment advisor. We’re committed to growing your equity and transforming your practice into a powerhouse, ready for a high-value exit. Our approach is simple: we move at your pace, strategically enhancing your firm’s value so you can sell for the maximum possible return. And here’s the promise—we don’t get paid unless we secure a five times revenue valuation at exit. With unmatched horsepower in consulting, capital, and marketing support, our mission is clear: accelerate your growth and unlock the full potential of your equity when it matters most.

A holding company, also known as a "Holdco," is a type of company that holds assets and does not produce any goods or services. A Holdco could help with estate planning and protecting your assets. If you are considering setting up a Holdco here are some things to consider: - One of the simplest structures is to have the business owner own shares of a Holdco, which owns the shares of an operating company. - Any retained earnings can be paid from the operating company (Opco) to the Holdco as tax-free dividends. - Since the Holdco and Opco are separate legal entities, transferring assets to the Holdco could protect the business owner against potential liabilities that arise in Opco. To learn more about Holdcos and how they could benefit you visit: https://go.td.com/4gzjS8M

Achieving a $30 Million Annual Growth Goal for Financial Advisors Setting a $30 million annual growth goal as a financial advisor is ambitious but achievable with a structured, consistent approach. The key to success lies in breaking it down into manageable steps and blending traditional networking with modern digital strategies. Clear, Actionable Targets The goal is simple: secure 20 new clients with an average account size of $1.5 million. This breaks down to $30 million in new assets under management (AUM) over 12 months. Reaching this target requires a combination of consistent prospecting, face-to-face engagement, and digital outreach. Consistent Prospecting Calls Making five calls a day ensures a steady flow of new prospects. Varying the types of calls—reaching out to warm contacts, following up with old clients, and cold calling—maximizes the chances of success. The key here is consistency. Even if not every call results in an immediate client, keeping the pipeline active ensures long-term growth. In-Person Meetings: Building Trust In-person meetings are crucial for building trust with potential clients. Aim for four face-to-face meetings per week, whether with prospects, referral partners, or existing clients. These meetings allow for personalized engagement, which is critical in building the trust necessary to secure new business. Clients want to know that their advisor cares about their success, and nothing beats the personal touch of an in-person conversation. Leveraging Digital Marketing In today’s digital landscape, financial advisors must incorporate online marketing to stay competitive. Using social media, email campaigns, and content marketing can expand your reach and create new opportunities for engagement. Additionally, offering lectures or webinars—whether in-person or virtual—establishes you as an expert, enhancing your credibility in the community. Conclusion Achieving a $30 million annual growth goal is attainable with a consistent and intentional approach. By making regular prospecting calls, holding face-to-face meetings, and leveraging digital tools, financial advisors can significantly grow their business while building trust with clients.

Unlock Unprecedented Growth and Control for Your RIA Seize the power to expand your firm and dictate your future. Learn how we can help you grow through strategic acquisitions while maintaining full control over your legacy: 1. Bankability of Smaller, Younger Advisors: Often, these advisors are not considered bankable, limiting their ability to grow. Our mission is to change that. We aim to make you bankable, providing you with the financial leverage and open checkbook necessary to expand your company both organically and through acquisitions. 2. Seller Empowerment: We prioritize giving sellers control, ensuring that you receive maximum value for your firm. We also help you maintain control over who purchases your firm, ensuring that the buyer aligns with your values and priorities. Let’s discuss how we can create a mutually beneficial outcome for both buyers and sellers. Contact me to explore the possibilities.

🧠 This week on Standard Deviations, Daniel Crosby, Ph.D. hosts our very own Chief Investment Officer - OCIO, Timothy Holland, CFA, or in other words, The Mind meets The Market. 💰 Together, Daniel & Tim discuss the upcoming election and the impact it may or may not have on your money. 🎧 Listen here, or wherever you get your podcasts: https://bit.ly/3SGTakh

On, Thursday, August 1st, I lost one of my most treasured friends, Rick Enloe. It’s taken me this long to post about his passing because the grief has been overwhelming. I want to honor Rick’s memory as one of the most Christlike men I’ve ever known. While everyone remembers his quick wit, I was blessed to witness the deeper parts of him during the eight years we lived as neighbors on the beach. We shared countless vacations, planned and executed outreach ministry together, and I saw firsthand how he used his gifts to serve others. What I miss most is the sound of his laugh and giggle, his keen insights into life and relationships, and his ability to truly live a life that reflected Jesus. I think often of how tender he was with Marv, how he thoughtfully prepared exquisite meals for her every night, and how sweetly he called her “Marvy.” I knew Rick was sick, but I had hoped for a few more years of messing around together, dreaming up amazing adventures. The hole in my heart feels impossible to mend. From spreading Karina’s ashes under the little cedar tree at Roach Harbor to the many glasses of wine and campfires we shared on the beach, from braving a horrendous storm while boating across the Straits of Georgia to relaxing at anchor at Princess Louisa —Rick brought joy and fun to every moment. If you had the chance to read Rick’s book, you’ll know that the last chapter is our story. In it, he shares how he stole my shoes a couple of days before Karina’s funeral and polished them for me. Oh, how I’d love to stick my hands in his warm, sweaty shoes now and polish them for him. That simple, thoughtful act of love is something I’ll never forget. Included with this post is an ink and pen drawing Rick gave me at his book signing, depicting those shiny shoes. It’s a keepsake I’ll cherish forever. I will miss you deeply, my brother. See you soon. Please say hi to Karina for me.

A $30 million annual growth goal for a Financial Advisor is indeed achievable, especially with a structured and intentional approach like the one outlined. Our plan emphasizes consistent effort in prospecting, leveraging different levels of calls, and integrating digital marketing, which can significantly increase your reach and effectiveness. Breaking it down: • 20 new clients with an average account size of $1.5 million is a clear, actionable target. • Making 5 calls a day ensures continuous prospecting, while varying the type of calls (from warm contacts to cold calls) increases the chances of success. • Four face-to-face meetings per week allow for personalized engagement, crucial for building trust and closing deals. Your approach to blending traditional networking with modern digital strategies, like social media campaigns, positions you well to achieve this growth. Additionally, offering value through lectures can enhance your visibility and credibility in the community. This strategy, if executed consistently, should make reaching a $30 million growth goal realistic.

Attention Financial Advisors! E2P Partners specializes in transforming businesses, taking them from a multiple times revenue valuation to an exclusive firm that sells for 10 to 14 times EBITDA. Our proprietary strategies and restructuring techniques are designed to dramatically improve the value and marketability of your firm.