Valuing Your Financial Services Practice
As an independent advisor, your business is now one of your largest personal assets. Understanding what your business is worth, and what drives that value, are essential factors in making effective, efficient business decisions.
A New Perspective
Using the industry’s largest comparable sales database of financial service businesses (not publicly traded companies), FP Transitions is able to deliver a detailed and realistic valuation analysis. The Comprehensive Valuation provides a clear picture of value within the context of actual deal terms and the after-tax effects used in the financial services industry. FP Transitions has valued and sold more than 2,000 independent financial services businesses since 1999.
Why Have Your Business Valued?
Valuing your business is an important step to managing equity. While some advisors obtain a valuation to determine their selling price, the Comprehensive Valuation is used for many other purposes:
Learn More About FP Transitions' Valuation - Watch the Podcast " Determining the Value of a Financial Services Practice "
- Benchmarking and increasing value years before a sale
- Buy/Sell Agreements (Death/Disability Agreements)
- To facilitate succession planning discussions
- To plan and implement internal stock sales
- Acquiring practices
The Most Accurate Valuation System in the Industry
Over the last decade, the FP Transitions valuation services have evolved from annually published, and often quoted, multiples of revenue, to a much more accurate and complete valuation system based on actual sales of comparable businesses. FP Transitions’ valuation analysis provides owners a neutral, accurate, fact-based opinion of value, based on the industry’s largest and oldest marketplace for independent advisors. Using comparable sales data, and measuring your business’s equity on the three major valuation indexes of Cash Flow Quality, Transition Risk, and Marketplace Demand, FP Transitions can determine the fair market value of your business.
Ready to Get Started?
- Download the Valuation Agreement and submit via fax to 503.452.4205
- An FP Transitions associate will contact you to collect payment, provide you a data collection form, and schedule your initial consultation with an analyst.