CALCULATOR

Practice Valuation Calculator

Discover your financial advisory practice's potential value. Whether you're planning to sell, merge, or simply want to understand your practice's worth, get an instant estimate based on industry benchmarks.

Practice Information

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Total market value of assets you manage

0% 75% 100%

Proportion of AUM specifically managed as advisory services

Financial Information

$

Total annual income from all sources

Total clients served

Including yourself

0% 100% 100%

Your percentage ownership of the practice

Practice Valuation Results

Enter your practice information to see your estimated valuation

Results will appear here once you calculate

Factors That Increase Practice Value

  • High-quality client relationships with strong retention rates
  • Diversified revenue streams beyond just investment management
  • Strong operational systems and documented processes
  • Experienced team that can operate independently
  • Advanced technology stack and investment capabilities

Preparing for Sale or Succession

  • Organize financial records and ensure compliance documentation
  • Communicate transition plans to key staff and clients
  • Standardize processes and create operations manuals
  • Invest in technology upgrades and modern systems
  • Work with professionals including valuation experts and attorneys

Ready to Maximize Your Practice Value?

SharpeMetrix's institutional-grade analytics and alternative data capabilities can significantly enhance your practice's value proposition and differentiation in the market.

  • ✓ Advanced analytics that attract higher-value clients
  • ✓ Institutional-grade investment capabilities
  • ✓ Enhanced reporting and client communication
  • ✓ Differentiated investment strategies

Enhance Your Practice Value