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Business Valuations

Know What Your Firm Is Worth — and What Could Make It Worth More.

Your practice is one of your most valuable assets. Advisor Legacy helps financial advisors understand current value, identify value drivers, and make smarter decisions about growth, continuity, sale, or succession.
Actionable Insight

Your Practice Is One of Your Most Valuable Assets.

Understanding what drives its worth is essential to making smarter business decisions and building lasting equity.

One of the biggest mistakes advisors make is waiting until a sale is imminent to get a valuation, leaving no time to improve outcomes.

Our valuation services help you discover how more strategic use of your time, optimized investments, and stronger business structure can increase future value.
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What Valuation Reveals

Valuation Is More Than a Number.

A business valuation gives you a clearer view of where your firm stands today and what needs to improve to increase value, transferability, and long-term confidence.

Current Firm Value

Understand the current fair market value of your advisory practice using a structured valuation process.

Revenue Quality

Evaluate the strength of recurring revenue, client relationships, and long-term revenue durability.

Transferability

Identify whether value exists beyond the founder’s personal relationships, production, and daily involvement.

Strategic Next Steps

Use valuation insight to guide growth planning, continuity planning, acquisitions, or future sale decisions.

Different Valuation Options to
Fit Your Needs

We provide three streamlined valuation options, each designed to give you clarity, confidence, and control as you choose the approach that fits your goals.
Estimate My Practice Value

Core Valuation

Business Valuation

Our most popular valuation service for financial advisory practices that generate 70% or more of their revenue from AUM-based revenue.

✓ Fair market value estimate
✓ Advisor-specific valuation process
✓ Useful for planning and decision-making
Learn More

Expanded Valuation

Business Valuation Plus

Expanded valuation option for practices with more than 30% of income from insurance and annuities, as well as AUM-based revenue.

✓ More complex revenue review
✓ Expanded valuation support
✓ Designed for multi-revenue practices
Learn More

Specialty Use Cases

Specialty Valuation

Custom valuation solutions for divorce and legal proceedings, multi-business valuations, OSJ/Branch Manager, CPA firms, and more.

✓ Custom valuation scope
✓ Specialty planning support
✓ Built around unique business needs
Learn More
How It Works

A Clear Process for a More Confident Decision.

Our valuation process is designed to give you meaningful insight without overcomplicating the path forward.

Whether you're planning for growth, continuity, transition, or a future sale, a valuation helps you understand where your firm stands and what to build next.
01

Review

Data Collection

We gather the details needed to understand the structure and financial profile of your practice.

02

Analyze

Valuation Work

We evaluate the business using advisor-specific valuation insight and value drivers.

03

Apply

Strategic Next Steps

You receive guidance to understand your valuation and what it may mean for future decisions.

Our Promise To You

We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.
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 What You’ve Built.


Whether you're growing, planning continuity, preparing for transition, or considering a sale, a valuation gives you the clarity to make your next move with confidence.

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