As an independent advisor, your business is 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.
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 including value benchmarking, continuity and succession planning, and practice acquisition.
FP Transitions has completed more than 7,000 valuations of independent financial services businesses since 1999. Using the industry’s largest comparable sales database of financial service businesses, FP Transitions delivers neutral, accurate, fact-based opinion of value, based on the industry’s largest and oldest marketplace for independent advisors. Using three major valuation indexes of Cash Flow Quality, Transition Risk, and Marketplace Demand, FP Transitions can determine the fair market value of your business.
The Comprehensive Valuation contains detailed information to help you understand the key value drivers in financial services businesses within the context of actual deal terms.
Your Practice, Your Most Valuable Asset
Printed Valuation Report
Professionally bound copy of your 60-page Comprehensive Valuation. An excellent way to track your value year after year.
Digital Valuation Report (PDF)
Digital copy of your Comprehensive Valuation delivered upon completion while waiting for your hard copy to arrive.
Expert Consulting Time
One-on-one time with our experts to get you the resources you need, to prepare the applicable documents and contracts. We're here to answer any questions you have during the process.