Don't settle for a discounted buyout. TrailSafe offers Connective brokers a highly rewarding 5-Year Earn-Out: receive 1 year upfront, plus 90% of your ongoing trail, securing the reliable retirement income you've earned.
Calculate Your True Book ValueRetiring brokers deserve transparency. Enter your current trail size below and see how the TrailSafe earn-out structure compares to a discounted 3x buyout multiple over time.
| Timeline | Discounted 3x Buyout | TrailSafe Earn-Out* | Net Variance |
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* Note: Calculator figures are estimates for illustration purposes only. Actual earn-out payouts vary based on book verification and active loan run-off. TrailSafe does not guarantee specific attrition rates or total returns.
We work closely with you and your aggregator to ensure a seamless transition that protects your clients and respects your legacy.
We review your active trail book statement to establish your current annual run rate. We align with you on client demographics and book characteristics.
We pay you 100% of your current annual trail upfront. We onboard your clients, keeping new business upfront commissions while writing new referrals into your book.
Receive 90% of the ongoing trail payouts monthly. We handle all servicing and compliance. After 5 years, the remaining book transfers fully to TrailSafe.
Selling your trail book is a major milestone. We treat your client relationships with the absolute highest standards, ensuring your hard work is preserved and extended.
We work hand-in-hand with Connective and major aggregators. Payout splits are fully tracked, ensuring absolute legal and system compliance.
We actively service your clients, run annual pricing reviews, and proactively manage refinances to aggressively minimise run-off—directly protecting your monthly income.
If you refer a new client while enjoying your retirement, you still receive 90% of the trail. We simply retain 100% of organic referrals generated by our ongoing management of your database.
Ready to see what a structured earn-out means for your retirement? We provide retiring brokers with a complete, obligation-free analysis of their trail book value and run-off profile.
Request Your Confidential ValuationFill out the form below, and we will get in touch to discuss a tailored exit strategy for your trail book. Your submission is fully confidential.