"The rigor I expected. The insights I didn't.
My only regret was not doing it sooner."
Maximizing the value of your practice starts here.
"The rigor I expected. The insights I didn't.
My only regret was not doing it sooner."
Maximizing the value of your practice starts here.
Business Valuations
Maximize the value of your practice with our quick valuations and unexpected insight.
Make Better Informed Decisions
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.
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
- 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.
Understand What Drives Value
Find opportunities to make your business better.
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. Purchase Now.
Specialty Valuations
We offer specialty valuations for:
- Branches and OSJs
- Accounting & CPA Practices
- Divorce Proceedings
- Partnership Equity Agreements
To learn about these and other specialty valuations, contact us today.
Sample Report
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. Click Here.
Getting Started is Easy
While other consultants take many hours to complete a valuation intake, our proven process starts with just a few reports. Within a week you’ll have a written valuation with personalized, actionable steps you can take to maximize your practice value. Our M&A experts walk you through the report, answer your questions and arm you with a full understanding of value drivers in the marketplace.
For Financial Advisors
Financial Advisors - click the button below to purchase this service online. Our quick checkout process allows you to get started right away!
Cost: $1,295
For Bank Underwriters
For bank underwriters who are ordering a financial advisory business valuation or CPA valuation for their clients, we offer discounted pricing and special data collection processes. Please use the links below.