Business Valuations


Complimentary Consultation


Business Valuations


Complimentary Consultation

 

Developed with Clifton Larson Allen (CLA), a consensus perennial top-10 CPA firm, AdvisorLaw’s valuation tool is customized solely to value wealth management practices.

Developed with Clifton Larson Allen (CLA), a consensus perennial top-10 CPA firm, AdvisorLaw’s valuation tool is customized solely to value wealth management practices.

We blend over 35 different data points — revenue, product types, geography, client demographics, portfolio sizes, tenure, and numerous other factors — to estimate the fair market value of your wealth management or RIA firm.

In addition to book appraisal, our reports also provide SWOT analysis and industry comparisons — at no charge to you. 

An up-to-date valuation from AdvisorLaw will identify the strengths and assets that give your business its value, as well as what can be improved to increase that value. You may then move forward with the reassurance of knowing what you have and why it’s worth what it’s worth.

To request your complimentary business valuation, complete the questionnaire form below. It will take us about a week to prepare your report.


Need assistance planning your succession?


We blend over 35 different data points — revenue, product types, geography, client demographics, portfolio sizes, tenure, and numerous other factors — to estimate the fair market value of your wealth management or RIA firm.

In addition to book appraisal, our reports also provide SWOT analysis and industry comparisons — at no charge to you. 

An up-to-date valuation from AdvisorLaw will identify the strengths and assets that give your business its value, as well as what can be improved to increase that value. You may then move forward with the reassurance of knowing what you have and why it’s worth what it’s worth.

To request your complimentary business valuation, complete the questionnaire form below. It will take us about a week to prepare your report.


Need assistance planning your succession?


Valuation Form

Contact Information
General Business Information
Breakdown of Clients
Individual and Household

*Must equal 100% - please use whole number percentages*

Pension Funds
Other Investment Advisors
Businesses
Charities
Pooled Funds
Other
Total (calculated from your inputs above):
Individual/Household Clients
Client Breakdown by Portfolio:

*Must equal 100% - please use whole number percentages*

Client Breakdown by Age:

*Must equal 100% - please use whole number percentages*

Business Revenues
Revenue History:
Recurring Revenues (Trailing 12-month Basis):
Transactional Revenues (Trailing 12-month Basis):
Expenses (Trailing 12-month Basis):
Other

Disclaimer: Any information you provide to us through this website or any communication channels will be kept strictly confidential. We respect your privacy and will not disclose, sell, or share your personal information to any third parties without your explicit consent. Furthermore, we will not use any information received from our clients for any purpose other than the intended service or product requested by the client.