Financial Advisory / RIA

Answer what you can from memory — you can refine it later. Every figure stays private until you choose to save it.

Your estimate is illustrative and based on the information you enter. It is not an appraisal or an offer.

About the practice

Practice name

Business type

Revenue and earnings

Gross revenue for the last three years. Enter dollars — commas are fine.

Most recent full year

e.g. 500,000

Prior year

e.g. 460,000

Two years ago

e.g. 420,000

Year to date (optional)

e.g. 300,000

Net operating income / owner economic benefit

e.g. 200,000

Book composition

Total AUM

e.g. 50,000,000

Recurring advisory / trail revenue (%)

e.g. 85

Client households

e.g. 250

Top 10 clients as % of revenue

e.g. 18 — how much of the book sits with your largest relationships

EBITDA

e.g. 175,000 — enter 0 if you don't track it

Owner dependency

Readiness to transition

These answers shape your succession readiness score as well as the valuation.

Data cleanliness

Seller transition period

How long you'd stay to hand over relationships

Transition circumstancesI plan to stay on in the office to transition clients personally.I expect staff to stay through the transition.There are disclosure events on my record (client complaints that went to arbitration).

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