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.

If you’d like to learn more, give us a call today at (303) 952-4025.


    General Business Information


    Revenue

    What was your total revenue in the following years?


    Revenue Totals for Previous 12 Months

    Recurring Revenue:


    Non-recurring Revenue:


    Insurance:


    Revenue by Household Portfolio Size

    Percent of Revenue Generation:


    Clients

    Client Contact:


    Age of Clients

    Percent of Assets Owned by Age Group:


    Annual Expenses

    General Expense Summary:


    Liabilities


    Other Considerations


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