You were offered a deal. Is it a good one?
Bring us the package and one of the founders will read it against the market with you. Confidentially, at no cost, and without any obligation to move, to us or to anyone.
What you send
Four numbers
The headline, the upfront, the term, your production. No documents.
What it takes
30 minutes
One short call with a partner, at a time you pick.
What you get
A straight read
Where the offer sits, what your options are, what the practice is worth.
What it costs
Nothing
No fee, no retainer, no obligation to do anything after.
A recruiting package is a financial instrument
Most advisors see two or three in a career. We read them constantly, which is the only real advantage here. The headline percentage is the part everyone quotes and the least informative part of the document. What matters is the term, the amortization, what happens if you leave, and everything the number is quietly buying.
What we ask for
- The headline number, and what portion is paid upfront
- The term of the note and how it amortizes
- Your trailing-12 production, in round numbers
- Anything in the structure you cannot read
What we never ask for
- The offer letter, term sheet, or any document
- Client names, account detail, or statements
- Anything belonging to your firm or the offering firm
- A commitment of any kind
Before you send anything
Nobody hears from us because you asked. Not the firm that made the offer, not your current firm, not anyone. What you send stays inside Winthrop, and nothing happens next unless you ask for it.
A read is a market opinion, not legal advice. Contract terms vary and an offer should be reviewed with your own counsel before you sign it.
Request a read
Round numbers are fine on every line. If you would rather not name the offering firm, leave it blank; it changes nothing about the read.
Rather talk first? Call (781) 205-0510 and ask for Rob or Taylor, or read what happens on a first call.
Common questions
What does a term sheet read cost?
Nothing. There is no fee and no retainer, and asking for one does not commit you to working with Winthrop & Co. on anything.
Do I have to send you the offer paperwork?
No, and we would rather you did not. We ask for the shape of the deal in round numbers: the headline percentage, what is paid upfront, the term of the note, and your production. There is deliberately nowhere on this page to attach a document, because another firm's paperwork is theirs and we do not want custody of it.
What will you actually tell me?
Where the offer sits against comparable structures, what is missing from it, which parts of it are typically negotiable, and what your practice would be worth on the open market. It is a conversation, not a deliverable: an honest read on your options. If you want any of it in writing afterward, we will put it in writing.
Will you contact the firm that made the offer?
No. Nobody hears from us because you asked for a read. What you send stays inside Winthrop, and any outreach on your behalf happens only if you ask for it, on terms you approve first.
What if I am not sure I want to move?
That is a good reason to have the offer read rather than a reason not to. Knowing what a package is actually worth is useful whether you accept it, negotiate it, or decline it and stay.