Your Succession
Plan Starts Here
Take our Firm Valuation Calculator Today
Whether you’re two years or 20 years away from selling your practice, it is never too early to know your firm’s value. See where you stand now so you can start creating the roadmap for where you want to be.
Know what your firm is worth
Calculating your RIA firm valuation is important for several key situations. If you’re planning to sell your book of business, knowing its worth is key to maximizing your value when selling.
But even before then, your valuation matters as you handle estate planning for your family, develop an exit strategy for your business or consider a potential buy-sell agreement to protect the continuity of your clients.
Answer six quick questions in our valuation calculator to better understand the market value of your financial 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.
Partner with Carson
Carson Group is a leading financial services firm providing innovative solutions, resources and support to a nationwide network of advisor firms. Our mission is to empower advisors to find their freedom and unleash the full potential of their firms by helping them run more efficiently, grow smarter and faster and love their business more than ever.
Carson currently manages $38 billion in AUM and serves more than 50,000 families among its advisor network of 140+ partner offices, including 50+ Carson Wealth locations. For more information, visit carsongroup.com.
