Do you know what your business is actually worth? The value of your financial planning practice may in fact be your largest asset. Understanding what drives this value is critical to making great business decisions. Knowing the value of your practice is essential to creating an appropriate succession plan.

Valuing your business is an important step to managing equity. While some advisors obtain a valuation to determine their selling price, our

Business Valuation can be used for other purposes, as well:


  • To chart the value of your practice years before a sale
  • To use in Buy/Sell Agreements
  • To facilitate succession planning discussions
  • To acquire practices

Our Business Valuation provides you with:

  • Dual valuation methods – market value & discounted cash flow
  • Customized assumptions based upon key practice & industry metrics
  • Tax strategies as it relates to the structure of your practice
  • Consultation to discuss the outcome of the valuation and tips on how you can increase the value of your practice