The Lifetime Enhance Calculator

Model what segmenting clients could mean for your business. In just a few minutes, the Enhance Carve-out Calculator gives you a clear, illustrative view of how setting a lower boundary for client portfolio size could release adviser capacity, refocus client servicing  and support growth without compromising ongoing client support.

Disclaimer
Outputs are illustrative and for discussion purposes only. Assumptions are shown, and results are not a prediction or a guarantee. Lifetime cannot accept responsibility or liability for any loss or decision made as a result of relying on these outputs, including where inputs are incomplete, incorrect, or based on assumptions that do not reflect your firm. The calculator is not a business valuation or due diligence tool, and it should not be used as the sole basis for commercial decisions, including acquisition planning, staffing, or strategic business evaluation. You should sense check the results against your own records and assumptions, and take appropriate professional advice before acting. Your inputs are used only to generate the calculation. Do not enter client identifiable information.