Still Valuing Your Broking Business on Trail Alone?

That’s Only Part of the Picture.

Whether you're preparing a sale, internal equity transfer or buy-in, a smart valuation goes well beyond recurring revenue multiples. 

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This guide unpacks what really drives value in a mortgage broking business today; including profitability, scale, team efficiency, and client retention.

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Inside: 

• What recurring revenue doesn’t capture, and when EBIT tells the better story 

• Why admin leverage, team structure, and referral strength matter

• What detracts from value (paper files, key person risk and solo dependency)

• Real data on industry performance and valuation ranges 

Don’t rely on the rules of thumb. Download the guide and value your business the way serious buyers and advisers do.