Looking to Buy a Financial Advisor Book of Business?
Accurately assessing your firm’s value is essential before considering an acquisition.
Take the Valuation Calculator to see where you stand.
Learn Your Advisory Firm’s Value
Your business is one of your largest assets – and knowing its value is critical when you’re looking to acquire another advisory firm or book of business.
Answer six quick questions in our valuation calculator to better understand the market value of your advisory firm.
Increase the Value of Your Firm
Want to increase your valuation? Acquire other new advisors? Find a succession plan or capital partner? Start the conversation with the Carson team today to learn more about how we can help you grow your firm’s value.