CONFIDENTIAL · TAKES ABOUT 60 SECONDS

The PracticeWorth Report™

Four inputs, about sixty seconds, and a valuation range built from the same factors that appear in real transaction underwriting. Your figures are not published, listed, or shared with any buyer.

Reading your result

The conservative case

Assumes a straightforward deal with a buyer who prices carefully and structures a meaningful portion as contingent consideration. It is not a lowball; it is what a disciplined acquirer pays for an unremarkable transition.

The likely case

Where most comparable books land when the seller has done nothing special to prepare — and nothing damaging either.

The optimised case

Assumes preparation: clean books, documented processes, a client base that has met a successor, and a seller willing to stay through a real transition period. The gap between likely and optimised is usually the most valuable thing on the page — it is the part you control.

What the model cannot see

Litigation and compliance history, the quality of your service agreements, key-person dependency, and whether your clients would actually follow a successor. Those are diligence questions, and they can move a real offer in either direction.

Background reading: how buyers price a practice · what moves your multiple · published benchmarks.

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.