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.
When you get into a real recruiting or M&A event, your financial outcome will hinge on variables including the quality of your growth, client demographics, team structure, and deal structure. Diamond Consultants has advised hundreds of advisory teams on valuation, succession, and strategic transactions.
A brief conversation can help you understand what your firm may command in today’s market —and what steps could improve your outcome. Their guidance is confidential, and there is no obligation.
Schedule a 30-minute conversation below.
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