ATP — Practice Valuation Intake

1

Practice & Contact

SECTION A

Practice Type

Vertical *

Primary Contact

Full Legal Name * Required

Mobile Phone * Required

Email * Valid email required

Referral Source

Practice Details

Firm / Practice Name * Required

City

State

Advisor Channel * Required

2

Core Financials

SECTION B

Revenue & Earnings (Trailing 12 Months)

T12 Gross Revenue *

$

Required

Reported EBITDA (pre-addbacks)

$

Assets Under Management

$

Recurring Revenue % * Required

Estimated Portability % * Required

Previous Year Revenue

$

Client Concentration

Total Household Count

Top 10 Client Revenue %

Average Client Size

$

3

Revenue Mix

SECTION C

Advisor Revenue Streams

Breakdown of T12 revenue by stream. Percentages should total 100%.

Advisory / Managed Accounts %

Financial Planning Fees %

Alternatives %

Notes & Fixed Income %

Brokerage & Commission-Based %

4

EBITDA Addbacks & Wealth Goals

SECTION D

EBITDA Addbacks

Annual amounts running through the practice that a buyer would not replicate. These convert reported earnings to true owner cash flow.

Owner Compensation (above-market)

$

Personal Vehicles

$

Family Payroll (non-operating)

$

Personal Travel & Meals

$

One-Time Expenses

$

Above-Market Rent

$

Other Discretionary Spend

$

Wealth Gap & Goals

Used to assess how the practice monetization event closes (or does not close) your wealth goal.

Retirement Wealth Target

$

Non-Practice Assets

$

Effective Tax Rate %

Practice Goal Range (optional)

Preferred Timeline

Context & Notes

Anything specific you want ATP to understand

5

Confirm & Submit

SECTION E

Your information is confidential and will be used by Advisor Transition Partners to prepare a valuation analysis of your practice. ATP will not share the content of this submission outside its engagement process without your written consent.

I confirm the information above is accurate to the best of my knowledge and authorize ATP to use it for the valuation analysis.

Thank you.

Your valuation intake has been submitted to Advisor Transition Partners. Steve Smith will personally review and be in touch within one to two business days. If time-sensitive, reach him at steve@advisortransitionpartners.com or 817-403-3292.