Disclosures
Last updated: 2026-09-25
1. Who provides this tool
Ausdal Value Navigator is provided by Ausdal Financial Partners. It was built and is hosted by Idea Engine LLC, a technology provider that is not a financial firm and gives no financial, investment, tax or legal advice. Information about Ausdal Financial Partners’s registrations and regulatory status is available from Ausdal Financial Partners at support@idea-engine.studio. You can research any firm or financial professional on FINRA BrokerCheck (brokercheck.finra.org) and the SEC’s Investment Adviser Public Disclosure site (adviserinfo.sec.gov).
2. Not a recommendation or solicitation
Nothing in the tool is a recommendation to buy, sell, merge, move or affiliate a practice, an offer to buy one, or a solicitation to do any of those things. It does not assess your suitability for any transaction.
3. The valuation estimate
This is an estimate, not an appraisal. Your result is generated automatically from the figures you enter and is intended for planning and self-assessment only. It is not a formal valuation, an offer to purchase, or a commitment by Ausdal Financial Partners. The range shown is a general estimate derived from market-observed multiples for practices with broadly similar characteristics. It has not been reviewed by a valuation professional, is not based on any examination of your books, records, client agreements, or regulatory filings, and has not been verified against any third-party source.
It is not a certified or qualified appraisal (for example under USPAP or the AICPA or NACVA valuation standards) and it is not a fairness opinion. Do not use it for tax, estate or gift, SBA-loan, litigation, or buy-sell agreement purposes, or to set a price in any transaction. Using this tool does not create an advisory, fiduciary, or client relationship with Ausdal Financial Partners or Idea Engine LLC. Results rely entirely on self-reported figures that no one has verified.
Results are shown as a range. Actual prices for practices depend on buyer demand, deal terms, due diligence, client retention and many other factors the tool does not see.
4. Methodology and tax figures are illustrative
The valuation multiples and factor weights are starting assumptions based on published industry benchmarks, not Ausdal Financial Partners’s own methodology, and are still being reviewed. The tax figures in the retirement-sale scenario and the selling-your-practice guide are placeholders: federal-only, simplified, and assuming an asset sale. The banners above, and on every report, stay until that review is finished.
This guide is educational, not tax or legal advice. Tax rules change, and the right structure for you depends on details a summary can’t know. Talk to a CPA or tax attorney before any transaction — the difference between structures can genuinely be worth tens of thousands of dollars.
5. Conflict of interest
Ausdal Financial Partners has a financial interest in what you do next. It may use your results to contact you, and it may seek to recruit you or your practice, or to acquire, finance, or help transition your practice. The estimate is not an offer to buy and is not a recommendation to sell, move, or affiliate.
Ausdal Financial Partners’s team can see the answers and results in every account (see the Privacy Policy). Clicking “Talk to Ausdal” or agreeing to be contacted invites that follow-up. Keep this interest in mind when you read a result, and consider an independent adviser before you act on it.
6. Disclosure-event (“marks on record”) answers
If you tell the tool whether you have regulatory disclosures on your record, that answer is self-reported. The tool does not look it up or verify it, does not attach a dollar value to it, and uses it only to shape the risk factors in your own estimate. It is visible only to you and Ausdal Financial Partners’s team.
7. Build Your Brand recommendations
Recommendations are drawn from a fixed catalog and screened against SEC Marketing Rule and FINRA Rule 2210 considerations, but they are general suggestions, not approved content. Important: These are recommendations only and are not compliance-approved content. Before using, publishing, posting or distributing any suggested content it must be submitted to and approved by AFP Compliance. If you are not affiliated with Ausdal Financial Partners, use your own firm’s compliance review instead.