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Still Valuing Your Firm at 1 – 1.20 x Fees?
That’s Not the Full Story.

Whether you’re planning a sale, buy-in, or equity transfer; valuation done right is more than a revenue multiple.

 

This practical guide shows how today’s buyers really assess value, with a sharper focus on profitability, team structure, and risk.

 

Inside:

  • Why EBIT matters more than revenue

  • How team leverage, tech, and compliance performance drive value

  • What buyers see as red flags (and how to avoid them)

  • Real valuation metrics and cents-in-the-dollar examples

 

Avoid costly assumptions. Download the guide and value your firm the way buyers do.

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Looking for the Financial Planning Business Guide?

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Guide to Valuing Your Financial Planning Business

FREE DOWNLOAD

Download our valuation guide to get insights tailored to financial planners, equipping you with the tools to make informed, strategic decisions. 

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