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.
*This calculator is an estimated range of your firm’s value based on the information entered. Your actual valuation may differ based on data accuracy and other factors not considered here. The valuation range is calculated using assets under management (AUM), advisory asset percentage, gross revenue, and number of clients. It is calculated by multiplying gross revenue by a base multiplier of 2.7, along with adjustments for client size, advisory asset percentage, average fee percentage, and asset size. The 2.7 multiplier is based on revenue multiplier ranges used by third-party firms offering business valuation and financing services. Average client size is calculated by dividing total AUM by the number of clients, while average fee percentage is calculated by dividing gross revenue by AUM, and asset size is equal to AUM.
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.