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Firm NameDynasty Financial Partners
Deal Range50% - 100%
Upfront Payment50% to 75%
Year 1 Hurdle75% of assets and revenue
Year 1 Payout Bonus0% to 45% of production: this deal is paid out as an actual loan versus a forgivable loan.
Year 2 Hurdle
Year 2 Payout Bonus
Year 3 Hurdle
Year 3 Payout Bonus
Year 4 Hurdle
Year 4 Payout Bonus
Year 5 Hurdle
Year 5 Payout Bonus