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 book (or firm) could be worth. This is just a baseline — valuation will always depend on narratives, buyer demand, scarcity factors and a whole host of other variables.
By submitting, I authorize The Daily Upside to share my responses, including my email address, with Diamond Consultants, Mercer Advisors, and Focus Financial for email outreach. See our Privacy Policy for details, including how to opt out of sharing your information.
