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 - 2024

Contact Information

General Business Information

General Client Information

Types of Clients

Note: The percentages for the revenue generated from each type of client should add up to 100%.

Clients
% of Revenue

Individuals:

Pension Plan Sponsors:

Investment Advisers:

Other:

Client Ages

Note: The percentages for the revenue generated from each age category of clients should add up to 100%.

Household Client Age
% of Revenue

Under 55:

55 to 65:

65 to 75:

75 to 85:

Over 85:

Client Portfolio Sizes

Note: The percentages for the revenue from each of the portfolio sizes should add up to 100%.

Household Portfolio Sizes
% of Revenue

Under $500K:

$500K to $1M:

$1M to $5M:

Over $5M:

AUM History

Please use the following:
1=$1M, 10=$10M, 100=$100M, 1000=$1B
Example: $202 million=202

Year
Total (Round to nearest million)

2019:

2020:

2021:

2022:

2023:

Current AUM:

Revenue History

Year
Amount ($)

2019:

2020:

2021:

2022:

2023:

Current T12:

Compensation Sources

Note: The percentages for each of their entries should add up to 100%. The total must match Current T12 from the previous section.

Type
% of T12 Revenue Total

AUM-Based Fees:

Ongoing Retainers:

Hourly:

Trails from Products Sold:

Front-End Product Sales:

Trade Commissions:

Other:

Trailing 12 Expenses

Additional Information

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.