~10 page powerpoint design to walk through different alternatives for starting up a new Registered Investment advisor business
1. Overview - bullet points
2. Flow chart with arrows showing different alternatives - decision tree style
a. first fork: buy an existing asset or start own
b. buy an existing leg: final node on that side
c. start your own: forks into "tuck-in" or "go independent"
d. "tuck-in" is only node on that side
e. "go independent" forks into "buy systems" or "build systems"
3. bullet point pages to describe each node above, with a graphic showing where in the tree we are at the top.
4. conclusion page
I will provide rough draft but will need a lot of cleaning and formatting