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    Free Business Valuation

    What is your RIA, BD, or fund actually worth?

    Illustrative valuation range for RIAs, broker-dealers, and private-fund managers. Blended revenue and SDE multiples, adjusted for recurring revenue, growth, retention, and key-person risk.

    One free per firm Range delivered instantly Illustrative, not an appraisal

    Get your free valuation range

    Takes about 3 minutes. Your report is emailed to you and reviewed by our team.

    Firm financials

    By submitting, you agree to receive your valuation report and a follow-up from our team about compliance, continuity, or exit-planning services. Illustrative range only — not an appraisal or fairness opinion. One free valuation per firm.

    What you'll get

    • • Low / midpoint / high enterprise value range
    • • Blended revenue-multiple + SDE-multiple model
    • • Quality adjustment (recurring rev, growth, retention, key-person risk)
    • • Copy delivered to your inbox
    • • Optional 20-minute review with our team

    Move your valuation up before you go to market

    Compliance Consulting
    Clean up the record so diligence is boring.
    FIN Continuity
    Succession & BCP that removes the key-person discount.
    Exit & Transition Planning
    Buyer targeting, LOI review, compliance-clean deal room.

    How the model works

    1. Two multiples, blended

    We apply industry-standard revenue and SDE multiples calibrated by firm type (RIA, BD, private fund, hybrid).

    2. Quality adjustment

    Recurring revenue, growth rate, client retention, and headcount concentration move the multiplier up or down.

    3. Range, not a point

    We return a low / mid / high band. Buyers negotiate ranges — so do we.

    This is a directional, illustrative range for planning purposes. It is not an appraisal, fairness opinion, or offer to transact. For a defensible number backed by comparable transactions, ask us for an analyst-reviewed valuation.

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