The Pareto Systems Multiplier Method Program focuses on advisors who are considering buying or selling a book of business, and maximizing the enterprise value of the transaction from either end. In the transfer of a book of business the objective for the seller is to multiply the value of his or her asset when selling all, or even just a portion of, their business; for the buyer, they want to multiply the value of their acquisition as quickly and predictably as possible.

The process includes a framework to determine vital pre-acquisition or sale factors through a dedicated fit process to ensure that the practice being bought is valued correctly, and to make a seller's practice franchise-ready and consistent to raise its enterprise value. It answers questions including:

• What are the history and quality of clients? Are they fully empowering?
• What portion of the book was organically acquired vs. absorbed/purchased elsewhere?
• What at the numbers of customers, clients and advocates present?
• What has been the communication process been? How has the value of the practice been positioned to clients and have they internalized it?
• Are COI and professional relationships meaningful and transferrable?

The Multiplier Method structures the transition with a sequential three-step process that includes:

1. The Ramp-up - being prepared with a methodical transitional process that will build predisposition and buy-in for the clients involved
2. The Launch - a sequential approach to communicate the transition process to clients and position it as a benefit and service to them
3. The Follow-through - how to fast-track clients to advocate status and uncover untapped business through an empowerment process