In-Depth Practice Assessment

Who is this for?

This service was designed for advisors with staff and team practices who want a thorough and unbiased view of their practice with actionable recommendations.

How long does this take?

This is a short-term engagement (generally about 6-10 weeks) and involves an extensive data-gathering process. Our team conducts both surveys and interviews of key employees.

What's Included?

Deliverables include a Business Valuation by our M&A experts, a Written Summary of our Findings, and Specific Recommendations. Our team will meet with you to provide a detailed review of our results.

Areas Addressed:
  • Short & Long-Term Practice Goals
  • Vision & Foundation
  • Team Management
  • Business Management
  • Client Acquisition
  • The Client Experience
  • Continuity & Legacy Planning
Special Focus on:
  • Business Value and Growth Metrics
  • Roles and Responsibilities
  • Client Experience & Scalability
  • Team Communications

What's the Fee?

Pricing starts at $3,495 and is dependent on the number of team members involved in the interview process. To learn more about the In-Depth Practice Assessment and the actual cost for your practice, schedule a call below. 

This price includes the Business Valuation. Learn More about our Business Valuations.


Looking for Something Else?

If you are not quite ready to get started and instead would like a high-level overview of our services, please check out our Quick Practice Assessment.

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