Where Legacy Meets Strategy

1.618 Prescience is a whole of market wealth and asset management provider, that delivers capitalisation and monetisation options for your financial planning practice.

Get Guidance

Succession Categories

Traditional

Full Capitalisation

  • Book analysis conducted by CPA
  • Evaluation is based on objective analysis
  • Experienced team to assist with client and asset transfer

Hybrid

Capitalisation & Monetisation

  • Book analysis conducted by CPA
  • Evaluation is based on objective analysis
  • Book capitalisation payment
  • Income in perpetuity
  • Business unit creation before or after an agreed exit date
  • Experienced team to assist with client and asset transfer

Income Buyout

Full Monetisation

  • Book analysis conducted by CPA
  • Evaluation is based on objective analysis
  • Income in perpetuity
  • Business unit creation before or after an agreed exit date
  • Experienced team to assist with client and asset transfer

Primary Analysis and Consideration

Key considerations include:

  • Exiting the industry or leaving gradually
  • What is the value of my practice or book?
  • How can my practice or book be capitalised or monetised?
  • Am I able to still be involved in my practice or book?
  • What happens if I bring in business post my exit or retirement?
  • In the event of death or disability, what happens to the asset?

Finding The Suitable Home For Your Hard Work

  • Book analysis conducted by CPA
  • Negotiate needs and terms of settlement
  • Execution and deployment of negotiation

Comparitive Analysis

Capitalisation

Full Capital Buyout of your book, this relates to industry standards

Capitalisation & Monetisation

75% increase vs Capitalisation

Full Monetisation

150% increase vs Capitalisation


Get in Touch

Cellphone: 082 782 8226
Telephone: 011 068 6600
Email: prescience@1618.co.za