Business Valuations

Assess

The value of your financial planning practice may in fact be your largest asset. Understanding what drives this value is critical to making good business decisions.

Our M&A Experts have helped hundreds of financial advisors determine the market value of their practice. This information is important to help advisors become more strategic about their time, business investments, and future plans.

Learn More About Our Business Valuation

Calculate the fair market value of your practice and identify key factors affecting its price

Valuing your business is an important step to managing equity. While some advisors obtain a valuation to determine their selling price, our Business Valuation can be used for other purposes:

• Charting the value of your practice years before a sale
• Buy/Sell Agreements
• To facilitate succession planning discussions
• Acquiring practices

 

In addition to our standard financial advisory business valuation, we offer other specialty valuations for:

• Branches and OSJs
• Accounting & CPA Practices
• Divorce Proceedings
• Partnership Equity Agreements

 

To inquire about these and other specialty valuations, click here to contact us.

Key Areas Addressed

  • Business Management
  • Continuity & Legacy Planning

Service Provided

We conduct an analysis of your practice based upon key metrics and provide you with a written analysis as well as a phone consultation to review your results and answer any questions that you may have.

Parties Involved

Advisor (Business Owner) and M&A Consultant

Frequency & Duration

Recommended frequency is one time annually

Meeting: 60-Minute Phone Consultation

Advisors will be given a narrow range of values that represent what they could expect if they were to sell their practice.

 

Our Business Valuation provides:

•Dual valuation methods - market value & discounted cash flow
•Customized assumptions based upon key practice metrics
•60-minute consultation to discuss the outcome of the valuation and recommendations
•Following the valuation, an advisor should be able to make clear decisions about transition planning, selling, eligibility for bank financing, and more...

Partner Firms: $795

We are pleased to offer special pricing of our Business Valuations for businesses affiliated with our partner firms: Ameriprise, Cetera, Northwestern Mutual, and Raymond James

Bank Clients: Underwriter-Use Only