Standard rules of thumb or simple AUM percentages often fail to capture the true value of a modern wealth management firm. In today’s competitive market, buyers look deeper into the operational guts of your business to decide on a final price.
Revenue Quality
We evaluate your mix of recurring fees and commission income. High-quality, fee-based revenue is the primary driver for achieving top-tier market multiples in today’s highly competitive environment for wealth management acquisitions.
We perform a total scrub of your regulatory history and ADV filings. A clean record removes the structural risk that often leads buyers to re-trade their initial valuation or lower their cash offers.
Client Longevity
We analyze your retention rates and the age demographics of your book. Buyers pay a premium for a stable, multi-generational client base that ensures your firm's revenue will stay consistent after the transition.
Team Continuity
We identify your firm’s succession readiness and the strength of your junior advisors. A solid G2 team reduces buyer transition risk and immediately increases the total enterprise value of your firm before listing.
Revenue Streams
Product Mix
Geography
Client Demographics
Portfolio Sizes
Growth Trajectory
Advisor Tenure
+28 Proprietary Metrics
Vetted Network
Gain immediate, confidential access to national aggregators and private equity platforms. We match sellers only with vetted buyers who fit your specific firm culture and are ready to deploy capital immediately for the right opportunity.
SWOT Analysis
Every valuation report acts as a growth roadmap. We identify your firm’s specific strengths and weaknesses, showing you exactly where to focus to increase your total exit price and firm quality before you ever go to market.
Professional Oversight
We handle the friction of the deal from the initial intent to the final closing. Our specialized legal team facilitates the Asset Purchase Agreements (APA) and LOIs that protect your legacy and ensure a smooth transition.
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