Know the Value of Your Business

Take our Firm Valuation Calculator Today

Your business is one of your largest assets – and knowing its value is critical to identifying your growth potential, finding equity options, preparing you to sell, finding a capital partner and more.

1

How much AUM does your firm represent?

2

What percentage of your AUM is advisory business?

3

What is the gross revenue of your firm?

4

How many clients do you serve?

5

How many employees are on your team?

6

What is your ownership percentage?

Calculate

Your Valuation

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• As a owner, the valuation of your stake in the firm would likely be between $0 and $0.
• Your firm’s valuation per employee is estimated to be between $NaN and $NaN.
*This calculator is an estimation of your firm’s value. Your actual valuation will vary depending on the accuracy of this data and other metrics not listed as part of this calculator.

Know what your firm’s worth

Answer six quick questions in our valuation calculator to better understand the market value of your advisory firm.

Take the Next Step

Want to grow your valuation? Acquire other books of business? Find a succession plan or a capital partner? Start the conversation with our team today to learn more about how we can help you amplify your growth and value of your business.
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