BFG Affiliation Benefits
Enhance your business by leveraging the strengths of BFG

An affiliation with Bridgehead Financial Group provides financial professionals with access to the
technology and resources of Osaic Wealth, while also having a Midwest touch & independent branch feel.

Affiliation Benefits Include:

• We keep our Reps informed on important issues, ensure you (and your staff) are fully trained on
all processing and compliance related changes. Meetings are done in person, phone or email
• As one of the top branches of Osaic Wealth, we have a voice with leadership, and have access to
those making decisions when issues arise.
• We provide assistance on sales strategies, current product information, and marketing ideas,
utilizing the Reps in the branch to help share knowledge. We can help provide as much or as little
product knowledge and support you need.
• Reps are encouraged to link their presence to our BFG website; this can help with succession and
client acquisition giving the benefit of being part of a bigger organization.
• We provide our Reps with additional branch discounts and scholarships:
     o 2 – scholarships annually to help our Reps grow with Osaic’s Next Level Class
     o Additional discounts on CFP exam and other training
• Built in Succession and Contingency Planning – strong leadership in executing succession plans
within the group and providing guidance on how to structure. BFG also has several generational
groups.
• Monthly Women’s Group support/training call – approximately half our group is comprised of women
advisors.
• Monthly Insurance training and education is also available to help those Reps looking to expand
insurance planning for their clients and prospects.

For more information about opportunities with Bridgehead Financial Group, please contact:

Jeff Jacobson, CRPC, CPFA, CFS                                                                                 Lisa Leonard
President                                                                                                                         Branch Development
Direct 636.697.2255                                                                                                      Direct 913.961.2882
jeff@bridgeheadfg.com                                                                                                lisa@bridgeheadfg.com

All conversations are strictly confidential! Why wait, call today to learn more.

BRIDGEHEAD FINANCIAL GROUP, LLC
ADVISOR CONTINUITY AND SUCCESSION PLAN

BFG offers three levels of advisor continuity and succession support:
1. Umbrella contingency plan
2. Full succession planning
3. Practice acquisition planning and assistance

1. Umbrella contingency plan

In the unfortunate event of death or disability, BFG will purchase an advisor’s practice if no
other continuity plan is in place. Based on a standard valuation formula and with a set deal
structure based on the value of the practice, we will ensure that your spouse or estate extracts
the equity that you’ve worked hard to build.

Umbrella Valuation formula:
(1.5) X trailing 12 months recurring revenue

Umbrella Deal Structure:

Practice Value                                         Deal Structure

<200K                                                          1/4 down-payment, remainder over 3 years

200K to 400K                                              1/4 down-payment, remainder over 5 years

400K to 800K                                              1/4 down-payment, remainder over 6-7 years

>800K                                                           To be determined

2. Succession Plan 

BFG has a team of advisors of different ages and stages of growth. We will help you create a
long-term succession plan with a partner that is suited to your practice and your client’s style.

We have the knowledge and the resources to help establish almost any type of succession plan that
allows you to maximize the value of your practice.

- Continuity agreements
- Guardian agreements
- Funded Buy / Sells
- Option and right of first refusal agreements

3. Practice Growth Coaching and Resources

When growing your practice is still a desire or necessity, Bridgehead Financial Group can help:
- Acquisition coaching
- Possible internal succession opportunities
- External practice acquisition loan