KEY VALUATION POINTS

-Key drivers in determining your Practice Valuation:

  • Annual Revenue
  • Percentage of Recurring RevenueKey-Valuation-Points-1-450
  • Revenue growth over time
  • Net asset flow
  • Active clients
  • Average client balance
  • HVC Ratio to total clients
  • Average rate of return
  • Client age distribution
  • Length of relationship in years
  • Number of financial planning clients
  • Product mix of AUM


-Key points to consider in developing your Succession Plan:

  • Can you afford to ignore your business exit plan?Key-Valuation-Points-2-450
  • What is the risk vs. the reward, if you don’t have a succession plan?
  • Exiting your business is a process & should not be a mystery
  • Avoid disaster in business transfers to insiders
  • Planning for your inevitable business exit
  • Due diligence
  • Using an intermediary (i.e. Succession Planning Services-SPS) in a third party sale
  • Selecting your exit and retirement goals
  • What is your practice really worth???
  • Learn how to protect BOTH the seller and buyer, as well as your clients. A win/win/win
  • Analyze the sale terms/options and determine which structure is the best for you
  • Knowledge is power, implement the correct tax strategies
  • Potentially earn hundreds of thousands more in selling your practice, while reducing your costs

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