Assessments

Unbiased Opinions and Expert Advice

Sometimes stopping to take stock of your practice is one of the most valuable investments that you can make. Having an unbiased third-party review your practice provides important and actionable insights.

For this reason, we have developed our analyses to help advisors answer some of the most pressing questions about their practices. Follow our streamlined and well-defined pathways to take you to the answers you need.

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Common Advisor Questions

How much is my practice worth?

Business Valuation

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
What's Included:
  • Dual Valuation Method
  • Fair Market Value of your Practice
  • Expected Value Changes Over Time
  • 1:1 Consultation to Interpret Results

Not only do we address what you practice is worth now, we help you understand the biggest drivers of value and how your practice value is expected to change over time. These insights can help you make strategic decisions moving forward.

Ameriprise Advisors receive a special discount.

Cost: $1,295
Ameriprise Advisors: $995

Learn More

Practice Assessments

Our Analysis Services are short-term engagments meant to provide insight and recommendations in a particular area of your practice.

Business Valuations

Our Business Valuations offer clear reporting, accurate methodology, and substantive analyses help financial advisors gain a clear understanding of what is driving and detracting from the value of their practices.

In-Depth Practice Assessment

This service was designed for advisors with staff and team practices who want a thorough and unbiased view of their practice with actionable recommendations. We look at the roles, responsibilities, and systems within your practice.

AFA Analysis

This service helps advisors think strategically about AFA's role. We help advisors design motivating, profitable, and adaptable compensation systems that lead to long-term success.

Learn About Our Services

Want to learn more about all of our service?  Complete our Quick Practice Assessment and one of our coaches will contact you soon to discuss your results.

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