This calculator is designed to give you a framework for thinking about how much your personal book or a larger practice is worth. The data inputs are powered by Diamond Consultants, a firm at the center of many of the biggest advisor moves in recent years. Importantly, your inputs are NEVER shared with your firm.
We used your data to come up with a representative range of what your firm could be worth. But valuation depends on a lot more than just a few inputs. There are narratives, buyer demand, scarcity factors and a whole host of other variables that factor in. Here is your baseline.
This estimate is based on a simplified model. In reality, valuations vary widely depending on the quality of growth, client demographics, team structure, and how a deal is structured. Diamond Consultants has advised hundreds of advisory teams on valuation, succession, and strategic transactions. In many cases, a closer look reveals a few factors that can materially increase enterprise value. A brief conversation can help you understand what your firm may command in today’s market—and what steps could strengthen that outcome. Our guidance is confidential, and there is no obligation. Schedule a 30-minute conversation below.
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