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Business Valuations

Comprehensive, data-driven valuations and comparative equity analyses to accurately price your practice, establish market benchmarks, and support informed decision-making.

Deal Support & Practice Sales

Comprehensive M&A guidance encompassing deal structuring, negotiation strategies, market listings, and transaction closings.

Practice Management & Assessments

Comprehensive systems, targeted coaching, and in-depth assessments designed to optimize operational efficiency and enhance advisory team effectiveness.

Continuity, Legal, Lending

Strengthen continuity through the implementation of formal continuity agreements, the establishment of legal entities, execution of enforceable legal contracts, and securing appropriate capital resources.

Alan Salomon, CPA/ABV, CVA

Alan Salomon, CPA/ABV, CVA, is a valuation and tax specialist with more than a decade of firm ownership and hands-on experience serving closely held businesses. He provides accredited valuations for buy/sell agreements, estate and gift matters, divorces, shareholder/member disputes, and fair value reporting, as well as personal, business, and fiduciary income tax preparation and planning. Alan’s articles explain how valuation approaches apply to advisory practices, how to document defensible conclusions, and where tax planning can materially impact deal structure and after-tax proceeds. His work emphasizes compliance with professional standards and practical documentation that stands up to scrutiny.

Financial Advisor Practice Values Reach All Time High

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Financial Advisor Practice Values Reach All Time High

Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...

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Factors That Impact Practice Value

2 min read

Factors That Impact Practice Value

Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...

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Using a Valuation as a Business Planning Tool

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Using a Valuation as a Business Planning Tool

When financial advisors think of valuations, they often think of them in relation to mergers and acquisitions. But valuations are useful for more...

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How Expenses Can Impact the Sale

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How Expenses Can Impact the Sale of Your Financial Advisory Practice

Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...

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How Aging Clients Hurt Your Value

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How An Aging Client Base Hurts Your Practice Value (And What to Do About It)

As you near the point of finally exiting your practice, either through internal succession or outside sale, one of your main goals becomes maximizing...

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Profitability in Financial Advisor Practices

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Profitability in Financial Advisor Practices

Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of...

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Methods For Valuing a Financial Advisory Practice

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Methods For Valuing a Financial Advisory Practice

No matter what stage of development your practice is in, its critical to know the true value of your business. A valuation is essential for securing...

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Funding A Financial Advisor Practice Acquisition

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Funding A Financial Advisor Practice Acquisition

For many advisors looking to grow their practice, acquisitions are an attractive path. The challenge, however, is identifying the best way of funding...

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Get More Value from a Financial Advisor Calculator

10 min read

How to Get More Value from a Financial Advisor Practice Valuation Calculator

Is your advisory practice valuation grounded in data or outdated assumptions?

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