How To Value A Financial Planning Practice

An investment business valuation represents a snapshot view of the market value of your life’s work in the investment industry. The sad reality is that most investment advisors fail to consider an investment business valuation until it comes time to sell their investment business. While not always obvious to advisors, the importance of periodic valuation assessments is analogous to the need for periodic reviews of your personal investment portfolio.

Developing a valuation range for your financial planning practice through an investment business valuation is one of the first steps in developing a marketing strategy to sell an investment business. AdviserXchange can help sellers of such businesses develop a valuation range for their investment business so they can assess their current situation and move forward with the sale of their business. A simple conversation with one of our advisers can get the process started.

Do You Need Assistance on How to Value a Financial Planning Practice?

When conducting an investment business valuation, one of the first things adviserXchange does is help you look beyond the assets under management. The national nature of our services means that we have the ability to stay abreast of investment businesses being sold across the country. A review of local competition and the level of interest from prospective buyers add another dimension to the valuation process. The resulting information helps determine the valuation range of your business.

By utilizing the advisory services available through adviserXchange, we can help you achieve the upper-end of the valuation range of your investment business valuation. This is accomplished by promoting your business to buyers with a demonstrated interest in investment businesses like yours. As a result, the sale process oftentimes moves along more smoothly. You can start the process of maximizing the sale price of your investment business by contacting us today.