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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.

When You Need A Certified Business Appraisal For Your Advisory Firm

19 min read

When You Need A Certified Business Appraisal For Your Advisory Firm

A certified business appraisal becomes important when the value of an advisory firm must be reviewed by a third party. Attorneys, CPAs, courts,...

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How To Build A Lender-Ready Valuation Report For Your Advisory Practice

19 min read

How To Build A Lender-Ready Valuation Report For Your Advisory Practice

Most financing requests stall because the valuation report doesn't answer the questions lenders actually ask. A practice might be worth $2 million,...

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Valuation Difference Between Fee-Only and Commission-Based Advisory Firms

13 min read

Valuation Differences Between Fee-Only And Commission-Based Advisory Firms

Two advisory firms can generate the same annual revenue and still produce different valuation outcomes. The reason often comes down to revenue mix:...

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11 min read

Using Valuation to Structure a Fair Financial Advisor Partner Buy-In

Internal partner buy-ins are increasingly central to succession strategies in financial advisory firms as founders plan exits and next-generation...

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Data Quality Checklist For Practice Valuation

8 min read

Data Quality Checklist for a Defensible Financial Advisor Practice Valuation

Your reports may look clean. But if a buyer, lender, or regulator pulled your raw data tomorrow, would it reconcile without explanation?

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Pre-Transaction Valuation Readiness Checklist

6 min read

Pre-Transaction Valuation Readiness Checklist for Advisory Firms

If you are planning to sell your advisory firm, pursue succession, or explore financing within the next one to three years, preparation will...

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Valuation Mistakes Sellers Make

10 min read

What Valuation Mistakes Do Sellers Make Before Selling a Practice?

If you plan to sell your practice, your valuation will either attract buyers or drive them away. Many sellers get this part wrong. They price based...

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Financial Advisor Practice Values Reach All Time High

1 min read

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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