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Business Valuations

Business Valuation Plus

Business Valuation Plus is a streamlined solution designed for annuity- and insurance-based practices transitioning into asset management. Using our proprietary Earnings-Based Approach, we provide precise valuations that capture the true revenue potential across all lines of your business.

This service is ideal for practices where more than 30% of revenue comes from transactional annuity and/or insurance sales, and that also manage AUM.

Estimate My Practice Value
Why Valuation Plus Matters

Not Every Advisory Firm Fits a Standard Valuation Model.

Many advisor practices generate value from more than AUM. When annuity, insurance, and asset management revenue all contribute to the business, your valuation needs to reflect the full picture.

Business Valuation Plus helps you understand the value of a more complex revenue model and make better decisions about growth, transition, succession, or long-term enterprise value.
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What You See Clearly

What Valuation Plus Helps You Understand

This expanded valuation is designed to capture both AUM-based business value and
the income potential from annuity and insurance revenue.

Revenue Mix

Understand how AUM, annuity, and insurance revenue contribute to overall firm value.

Earnings-Based Value

Use an earnings-based approach to better reflect transactional and recurring income.

Future Potential

Evaluate how your revenue model may support future growth, conversion, or transition.

Strategic Next Steps

Use valuation insight to support planning, succession, continuity, or ownership decisions.

What You Get

A Detailed Report and a Coaching Call

Valuation Report

A detailed PDF report that includes:

  • Your fair market value
  • Analysis of your practice metrics
  • The key drivers of value
  • Peer benchmarks for AUM
  • Profitability and efficiency analysis
  • Expert recommendations
45-Minute Coaching Call

Live coaching call with a valuation coach and you and your team to discuss the results and recommendations.

Just $1,595!

Valuation Plus is designed for practices earning 30% or more of their revenue from annuity and insurance products while also generating income from assets under management.

Buy Your Valuation
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Download Sample Report

“My experience going through your evaluation process versus the other company was night and day. This is also true for format and clarity of the deliverable. I can’t believe the differences in the amount of my time required and the level of my frustration between the two processes.” ​

Randy Kreinbrink
Private Wealth Advisor at Kreinbrink, Gnandt & Associates
Why Choose Us?

A Better Fit for Complex Advisor Revenue

Easy Process — No complicated data gathering or endless forms — just a simple, advisor-friendly experience.

Fast Turnaround — Receive your comprehensive valuation report in two weeks or less.

Exceptional Value — For only $1,595, our Business Valuation Plus service delivers a detailed report, actionable recommendations, and a personalized coaching call.
How It Works

From Start to Finish, We Keep It Simple.

Your report is typically delivered within 10–15 days — with our experts available to guide you every step of the way.
Buy Your Valuation
01

Start

Purchase Online

Once you purchase the service, you’ll immediately receive a link to the data collection process.

02

Submit

Submit Data

Our data collection process is straightforward and easy. We provide step-by-step instructions.

03

Review

Schedule Review

One of our relationship managers will contact you to schedule your personalized valuation review meeting.
04

Meet

Meet With Expert

You get a 45-minute 1:1 meeting to discuss your practice in depth and review the variables impacting its value.
05

Apply

Gain Insights

Your detailed valuation report arms you with insights to help you make decisions about your practice.

WHAT ADVISORS SAY

Advisors Who Built Their Legacy

These are real advisors who worked with Advisor Legacy to build stronger firms, live
with more clarity, and leave on their own terms.
❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

Know the Value of Your Full Revenue Picture.


Whether you are planning for growth, continuity, transition, or a future sale, Business Valuation Plus gives you the clarity to make your next move with confidence.

Book a Meeting
Buy Your Valuation