Tool DirectorySuccession & ExitPractice Value Predictor

Practice Value Predictor

Project your revenue forward at the valuation multiple you set

Succession & Exit
Succession Planning
8 min
Start Free TrialFind Your Advisor Type

Project your practice value from your own revenue and growth rate, at the Revenue Multiple Base you set in Settings. Until you set one, the base is 1.5x revenue.

valuationprojection
PRACTICE VALUE AT RISK

The Problem This Solves

THE OUTCOME

✦ You'll see a forward projection of your practice value at the valuation multiple you set yourself, so the number you plan against is one you can defend. Until you set one, the multiple is 1.5x revenue.

Tool Details

Category
Succession & Exit
Module
Succession Planning
Time to Complete
8 minutes

Related Tools in Succession & Exit

Learn more
Learn more
Learn more

Ready to use Practice Value Predictor?

Built exclusively for independent RIAs and advisory firms ready to grow, protect, and scale their practice.

Start Your 14-Day Free Trial
Synseus