Why this calculator exists

Most advisors approaching a transition have never sold anything like their practice before, and will only do it once. The information available to them is thin, and much of it is published by parties with an interest in the answer.

This tool exists to give a seller an independent starting number before any conversation begins — because walking into a discussion without one is how good practices get underpriced.

How this is funded

Advisor Practice Valuation is an authorized lead-generation partner of buyAUM. If you ask to be introduced, and a transition eventually completes, buyAUM compensates us. You are never charged a fee, at any stage. The valuation is free whether or not you ever speak to anyone, and nothing is shared with any buyer without your explicit go-ahead.

We think that arrangement is worth stating plainly rather than burying, because you should know who is paying for the free tool you are using.

What we don’t do

We don’t list practices. We don’t run auctions. We don’t email your details to a buyer panel. And we don’t produce formal appraisals — if you need a valuation for litigation, a partnership dispute, or a tax filing, you need a credentialed appraiser, and we’ll say so.

Advisor Practice Valuation is an authorized lead-generation partner of buyAUM. buyAUM compensates us only if a transition is completed. Sellers are never charged a fee at any stage. Valuation output is an educational estimate, not an appraisal, forecast, or offer.