Your Succession
Plan Starts Here
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.
Calculate the market value of your 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.