Practice Valuation Calculator
Value any advisory practice — to sell yours or acquire another
Six-method weighted valuation with adjustable blend weights and a buy-side / sell-side mode: value your own practice for exit, or an acquisition target for a bid.
Powered by intelligence from 23,512+ SEC-registered RIA firms
The Problem This Solves
You've spent decades building your book, but if someone asked what your practice is worth today, you'd be guessing within a range wide enough to cost you years of income at the table. You don't know whether your owner dependency, revenue concentration, or retention rate is quietly discounting your multiple. When succession or an acquisition offer comes, that gap becomes real dollars.
✦ You'll see your practice value across four weighted methods benchmarked against 23,512 RIA firms, with the exact factors pulling your multiple up or down.
Tool Details
How It Works
Calculates practice value with a SIX-method blend whose weights are user-adjustable (a "weight by data confidence" preset loads each method's confidence into the weights — same normalized-mean math). The methods: Revenue Multiple, EBITDA Multiple, Discounted Cash Flow, Client Value, AUM Percentage (1.5% base × quality), and Comparable Transactions (2.2× revenue × quality). A six-factor quality multiplier (recurring-revenue mix, growth, retention, client demographics, concentration, longevity; clamped 0.5–1.5×) drives the AUM-% and Comparable methods, with each contributing factor shown at its point of effect. A labeled mode switch reframes the same math for two lanes: Sell-side/Exit (your practice, asking price) and Buy-side/Acquire (a target firm, maximum offer / walk-away ceiling, with a link to target discovery). Benchmarks derive from Synseus analysis of SEC IAPD data across 23,512 registered RIA firms.
Data Sources
- •SEC IAPD Form ADV public filings — 23,512 registered RIA firms
- •Synseus RIA transaction benchmark database
- •EBITDA & revenue multiple ranges from public RIA M&A transaction data
Audit Parameters
- •Method: Six-method blend (weights adjustable; confidence preset)
- •Modes: Sell-side (Exit) + Buy-side (Acquire)
- •Benchmark: 23,512 SEC IAPD firms
- •Approach: Moderate
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