- Close warm leads sourced and qualified by Dana Cornell
- Manage ongoing relationships for all enrolled Family CFO Core™ clients
- Serve as primary liaison to Wealth Architect Network (WAN) referring advisors
- Coordinate client onboarding through the 90-Day Priority Plan™
- Conduct retention reviews and annual family CFO strategy sessions
- Monitor client deliverable fulfillment and satisfaction benchmarks
- Represent CCH in co-marketing and co-presentation events with WAN partners
- Define firm strategy, brand positioning, and service architecture
- Generate and qualify all inbound leads before handoff to Carey
- Architect complex client cases requiring senior-level planning expertise
- Recruit, vet, and onboard WAN partner advisors
- Lead firm-level sales training and diagnostic delivery frameworks
- Manage internal team (Gregg, Ryan, Brandon, Don) and operations
- Own firm P&L, capital allocation, and strategic partnerships
| Client Type | Initial Engagement Fee | Coverage Period | Monthly Recurring (Post-90 Days) | Annual Recurring |
|---|---|---|---|---|
| Business Owner | $50,000 | First 90 days | $4,000 / month | $48,000 |
| Personal / UHNW | $30,000 | First 90 days | $2,000 / month | $24,000 |
The initial retainer covers the Wealth Rewired Blueprint™, Financial Operating System™ Dashboard build, and the 90-Day Priority Plan™. Monthly recurring begins upon completion of the onboarding period and covers ongoing coordination, quarterly calls, and annual board strategy meeting.
| Party | Role | Economic Share | Notes |
|---|---|---|---|
| CCH | Engages client directly, delivers all services | 80% of gross fee | After advisor remittance |
| WAN Advisor | Refers client, introduces CCH as "team behind the team" | 20% of gross fee | Remitted by CCH monthly |
| Carey | Closes, manages, retains WAN-referred client | 20% of gross CCH fee | On initial + recurring |
In the WAN model, both the referring advisor and Carey each earn 20% of the gross CCH fee — this is not double-counted. The WAN advisor's 20% is a gross-revenue remittance from CCH. Carey's 20% is calculated on the same gross fee base, paid from CCH's operating margin.
(matches commission rate)
(matches WAN commission rate)
(Year 3 option)
Carey builds a proportional equity stake in his attributable book of business over time. The equity stake mirrors his commission rate — 30% on direct clients, 20% on WAN clients — and is calculated annually against Carey's attributable recurring revenue. At the Year 3 anniversary, Carey holds the option to monetize his equity interest at a 12× ARR multiple on his attributable recurring revenue, subject to a formal valuation and mutually agreed transition terms.
- Direct clients: 20 new in Year 1 (10 business owners, 10 personal)
- WAN clients: 60 new in Year 1 (42 personal, 18 business owners)
- WAN model: 10 advisor partners, each referring 1 client/month at scale
- Direct client recurring: avg 3 months collected in Year 1 (post-90 days)
- WAN client recurring: avg 2 months collected in Year 1 (post-90 days)
- Year 3 total active clients: 968 (56 direct + 912 WAN) — original WAN; revised below
- Business Owner fee: $50K initial + $4K/month recurring
- Personal client fee: $30K initial + $2K/month recurring
- WAN advisor remittance: 20% of gross CCH fee
- Carey's direct commission: 30% of gross CCH fee
- Carey's WAN commission: 20% of gross CCH fee
- Year 3 exit multiple: 12× attributable ARR
(Direct + WAN Recurring)
(Direct $604.8K + WAN $2.028M)
(Year 3 Option)
Exit valuation is based on Carey's proportional attribution of recurring revenue, not total firm equity. The 12× multiple reflects market comparables for fee-based wealth management / family office platforms with demonstrable recurring revenue and UHNW client concentrations. Final terms, vesting schedules, and mechanics to be formalized in partnership agreement.
- CCH adds 20 new WAN advisors per year, every year, for 5 years
- New advisors ramp at Month 6 of their onboarding year (6 mo. to full referral capacity)
- Each fully-onboarded advisor refers 1 client/month = 12 clients/year
- New cohort in Year N contributes: 20 advisors × 6 months = 120 new clients
- Prior-year cohorts are fully onboarded: 20 advisors × 12 months = 240 clients/cohort/yr
- Client mix: 70% personal ($30K initial, $2K/mo) / 30% business ($50K initial, $4K/mo)
- Blended initial fee: $36,000 per client | Blended recurring: $31,200/yr per client
- Annual client retention rate: 90%
- CCH remits 20% of gross fees to referring WAN advisor
- AUM-based fees excluded from this model (conservatively excluded)
- Firm valuation based on 12× total recurring ARR (end of year)
| Year | Cumul. Advisors | New WAN Clients | Cumul. Active Clients | Blended Initial Fees | Full-Year ARR (Recurring) | WAN Gross Revenue | Advisor Remittances (20%) | CCH Net WAN Revenue | Firm Valuation (12× ARR) |
|---|---|---|---|---|---|---|---|---|---|
| Year 1 | 20 | 120 | 120 | $4,320,000 | $3,744,000 | $8,064,000 | ($1,612,800) | $6,451,200 | $44,928,000 |
| Year 2 | 40 | 360 | 468 | $12,960,000 | $14,601,600 | $27,561,600 | ($5,512,320) | $22,049,280 | $175,219,200 |
| Year 3 | 60 | 600 | 1,021 | $21,600,000 | $31,855,200 | $53,455,200 | ($10,691,040) | $42,764,160 | $382,262,400 |
| Year 4 | 80 | 840 | 1,759 | $30,240,000 | $54,877,200 | $85,117,200 | ($17,023,440) | $68,093,760 | $658,526,400 |
| Year 5 | 100 | 1,080 | 2,663 | $38,880,000 | $83,083,200 | $121,963,200 | ($24,392,640) | $97,570,560 | $996,998,400 |
| 5-Year Total | 100 advisors | 3,000 clients | 2,663 active | $108,000,000 | $83M ARR (Y5) | $296,161,200 | ($59,232,240) | $236,928,960 | ~$997M (Y5) |
The Wealth Architect Network is not a marketing channel — it is a scalable distribution architecture. Every qualified WAN advisor who joins CCH's network adds a reliable, recurring referral pipeline that compounds over time. Unlike traditional advisor models where growth is linear and limited by Dana's individual capacity, WAN creates an exponential referral surface: 100 advisors at full capacity generate over 1,200 qualified introductions per month.
The economics are structurally superior. WAN clients are pre-vetted by advisors who have trusted relationships with the prospect. Close rates on WAN referrals are expected to significantly outperform cold or semi-warm leads. The 20% remittance to referring advisors is not a cost — it's a fractional business development fee paid only on enrolled, paying clients. There is no upfront cost to the WAN model.
At Year 5, with 100 WAN advisors generating 1,080 new clients annually and a cumulative active base of 2,663 clients, total recurring ARR reaches $83M. At a 12× ARR multiple, the firm is valued at approximately $1 billion — driven almost entirely by the WAN channel. This is not a speculative outcome; it requires only that CCH recruits 20 quality advisors per year and maintains a 90% client retention rate — both achievable benchmarks for a firm delivering the Wealth Rewired™ experience.
at Year 5
Clients at Y5
at Year 5
at 12× ARR
This illustration is a standalone strategic model and does not reflect individual advisor or employee compensation. Actual results depend on advisor recruitment rates, client conversion ratios, and retention performance. This model intentionally excludes AUM-based fees and performance bonuses, both of which would add materially to gross revenue. The 12× valuation multiple is directional; formal enterprise valuation would require independent appraisal.