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 form below. Please allow 7-10 business days for us to prepare your report.


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Valuation Form Multi Step Duplicate

Contact Information

General Business Information

General Client Information

Types of Clients

Clients
% of Revenue

Individuals:

Pension Plan Sponsors:

Investment Advisers:

Other:

Total:

Client Ages

Household Client Age
% of Revenue

Under 55:

55 to 65:

65 to 75:

75 to 85:

Over 85:

Total:

Client Portfolio Sizes

Household Portfolio Sizes
% of Revenue

Under $500K:

$500K to $1M:

$1M to $5M:

Over $5M:

Total:

AUM History

Year
Total (Round to Nearest Million)

12/31/2019:

12/31/2020:

12/31/2021:

12/31/2022:

12/31/2023:

Current AUM:

Revenue History

Year
Amount ($)

2019:

2020:

2021:

2022:

2023:

Current T12:

Compensation Sources

Advisory
T12 Revenue Total

AUM-Based Fees:

Ongoing Retainers:

Hourly:

Other:

Brokerage
T12 Revenue Total

Trails from Products Sold:

Front End Product Sales:

Trade Commissions:

Other:

Annual Expenses

1099 Advisors

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.

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