AdvisorLaw is a one-stop solution for all things M&A-related. Our team can handle all aspects of your transaction — from valuation to closing — in one centralized location.

Clifton Larson Allen (CLA), a consensus perennial top-10 CPA firm, collaborated with AdvisorLaw in the development of our valuation tool, which is customized to value wealth management practices.
 
In addition to book appraisal, our reporting provides SWOT (strengths, weaknesses, opportunities, and threats) analysis, industry comparisons, deal scenarios, hypothetical tax scenarios, and more — at no charge.

Interested in a complimentary business valuation?


    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

    Contact us to discuss AdvisorLaw's Disclosure Expungement services.

    The consultation is complimentary, and our services were created exclusively for financial advisors.

    (303) 952-4025