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...
AdvisorLaw can also assist with the following services:
- Disclosure Expungement
- RIA Registration & Setup
- Tax Lien Resolution
- RIA Compliance
- New Disputes & U5 Terminations
For a Complimentary Consultation, please fill out the form below:
Contact us to discuss AdvisorLaw's Disclosure Expungement services.
The consultation is complimentary, and our services were created exclusively for financial advisors.