My Advisor Group
Advisor Practice Valuation
Get ready to supercharge your business with our amazing Business Valuation Calculator! This confidential tool empowers advisors to estimate the true worth of their book of business with ease.
By using our dynamic adjusted multiplier process, you'll uncover the fair value of your practice in no time!
The multiplier will shift based on your responses in the exciting journey ahead. You'll navigate through 4 key steps to gather the data needed for your personalized fair value report:
1. Discovering Your Practice Size.
2. Diving into Client Demographics.
3. Exploring Product Diversification.
4. Unraveling Compliance and Technology.
Let's get started!
Determining
Book Size
Assets Under Management, average client size, and recurring revenue all significantly influence the valuation of an advisory practice. Higher AUM and larger average client size suggest a stronger, more stable client base, while recurring revenue provides consistent income that increases overall practice value.
Understanding
Client Demographics
Average client age, length and depth of relationships (including share of total household assets), and clients’ willingness to use digital tools all affect the stability, growth potential, and scalability of revenue, which in turn drives the valuation multiple a buyer is willing to pay for a financial advisory business.
Product Diversification
A diversified mix of mutual fund, ETF, stock, and insurance business, combined with an understanding of which major clients are consistently investing versus withdrawing, reduces revenue volatility, lowers dependence on any single product or compensation stream, and improves visibility into sustainable cash flows, all of which typically support stronger, more resilient valuation multiples for an advisory practice.
Compliance & Technology
Robust CRM, clear complaint records, organized file storage, and recent contact history all signal better‑managed, lower‑risk, and more scalable client relationships, which strengthens the quality and predictability of revenue and typically supports higher valuations in due‑diligence reviews
About you and your team
Your experience & practice information