One of the biggest mistakes advisors make is waiting until they’re facing a sale to conduct a valuation – leaving no time to impact the value. Valuations are also vital tools for making strategic decisions about your business.

Your financial planning practice is likely your largest asset; understanding its potential value is critical to making smart business decisions. Our valuation services have helped hundreds of financial advisors become more strategic about their time, business investments, and future plans.

Business Valuations can be used to:

• Make decisions about the make-up of your client base
• Chart the value of your practice years before a sale
• Find opportunities to make your business better
• Facilitate succession planning discussions
• Acquire practices
• Secure bank lending

Don’t wait until you’re looking to buy or sell, get a read today on what your firm is worth – and what it could be worth.

Our thorough valuation services provide the insight you need to understand the factors that drive the value of your practice, and more importantly, how to change it. Your comprehensive report will include dual valuation methods showing the fair market value of your practice, what will drive your value up or down and how you stack up against comparable practices.

We offer specialty valuations for:

• Branches and OSJs
• Accounting & CPA Practices
• Divorce Proceedings
• Multiple and separate entities (e.g. advising, tax, insurance)
• Partnership Equity Agreements

To learn about these and other specialty valuations, contact us today.

Click on the image above to browse through what is included in our report. An M&A Expert will go through your individualized valuation, explaining where the numbers came from and how key variables can impact the value of your practice.