Valuation Tool & Report


Complimentary Consultation

Valuation Tool & Report


Complimentary Consultation

 

Developed in concert with a national CPA firm, AdvisorLaw’s valuation report incorporates over 40 different variables to give you a sneak peek into how the market sees your business.

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.

Our tool utilizes more than 80 data points and models over 40 variables to help us understand your book’s business structure and forecast the fair market value of your business.

AdvisorLaw is a one-stop solution with experienced attorneys who understand business law, securities law, and how to complete seamless transactions. 

In addition to book appraisal, at no charge to the seller, AdvisorLaw’s reporting provides:

  • SWOT (strengths, weaknesses, opportunities, and threats) analysis
  • industry comparisons
  • deal scenarios
  • hypothetical tax scenarios
  • & more...

For a Complimentary Consultation, please fill out the form below:



    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