Practice Valuation

What is your practice worth?

Answer a few questions and see a broad, indicative value range right away. The full Valuation & Readiness Report follows a short call.

Your practice at a glance

Practice Type * Choose a practice type

Practice / Firm Name * Required

Your Name * Required

Email * Enter a valid email address

Mobile Phone * Enter a 10-digit phone number

Trailing 12-Month Revenue *

Enter your trailing-12-month revenue

Recurring Revenue % * Fee-based and other repeating revenue. 0 is fine. Enter a percentage from 0 to 100

Confidential.

Practice Details

Everything in the full assessment is optional. The more you share, the sharper the result.

Referral Source

City

State

Advisor Channel

Financials

Earnings & Assets

Reported EBITDA (pre-addbacks)

Assets Under Management

Previous Year Revenue

Estimated Portability %

Client Concentration

Total Household Count

Top 10 Client Revenue %

Average Client Size

Revenue Mix

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 %

EBITDA Addbacks & Wealth Goals

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

Club Dues & Memberships

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

Confirm & Submit

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 & readiness assessment.

Only the confirmation box is required.