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.
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.
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.
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.
Contact us to discuss AdvisorLaw's Disclosure Expungement services.
The consultation is complimentary, and our services were created exclusively for financial advisors.