Succession/Ownership Transition Services – Non-Custodian/Broker Dealer
Max Value Predictor
There are many factors that influence the value of a practice, including percentage of recurring revenue, assets under management, and other client and management driven elements. One of the biggest influences of practice value is client composition. When the average client age hits 70 years old, practice value quickly drops, and seriously impacts an advisor’s prospective return on the equity they have built over their career. Because this is a common issue among solo advisors, we have developed a model as an enhancement to our existing practice valuation. Our MaxVal PredictorTM allows advisors who don’t want to grow their practice to properly plan and time their exit in order to yield the highest return possible for their years, even decades, of hard work.