The Reality of Selling Your Practice: Multiples, Methods, and Market Thruths

If you’re thinking about selling your financial advisory practice in the next one to five years, you’ve likely heard a wide range of opinions about what practices are worth. Some conversations suggest multiples of 4–5x revenue are common. Others are more conservative. The truth lies somewhere in between. The purpose of this presentation is simple: to provide a clear, realistic summary of what drives practice value in today’s market—and what ultimately determines what you will walk away with at closing.