Most advisors are surprised when they learn their true enterprise value. Our institutional-grade methodology gives you a defensible, accurate practice valuation — delivered in 5 business days, at no cost or obligation.
Complete our confidential intake form — AUM, revenue type, retention rate, and practice structure. Takes 5 minutes.
A senior Elite consultant reviews your inputs and may schedule a brief discovery call to clarify key value drivers.
We apply our multi-factor institutional model — revenue quality, retention, growth trajectory, and current M&A market multiples.
You receive a written valuation summary within 5 business days — yours to keep, no strings attached.
Unlike simplistic AUM multipliers, our methodology mirrors how institutional acquirers actually underwrite advisory practices
AUM-based fees, flat retainers, and planning fees are weighted differently — recurring, contracted revenue commands the highest multiples.
Trailing 3-year retention is one of the strongest predictors of post-acquisition revenue persistence — and therefore value
The degree to which revenue is distributed across your client base materially affects enterprise value and buyer risk appetite.
Average client age, household net worth, and multi-generational potential all factor into how buyers price long-term revenue sustainability.
Organic growth rate, referral pipeline, and new client acquisition trends indicate whether value is increasing or in decline.
Technology stack, team structure, process documentation, and compliance posture all affect transition risk and deal value.
We track active M&A transactions in the advisory space to benchmark your practice against what buyers are actually paying right now.
Adjust the sliders to estimate your practice’s enterprise value range. This is an estimate only — request a full valuation for a complete analysis.
Let our consultants show you what institutional buyers are paying for practices like yours — with a written valuation at no cost.
CONFIDENTIAL · NO OBLIGATION · DELIVERED IN 5 BUSINESS DAYS
