1
Revenue & Expenses
Complete
Recurring/Non-Recurring Revenue
Estimated Operating Expenses
Retained Owners Compensation
2
Owners
In progress
Owner details
3
Final Details
Not started
Gen 2 advisors
A client representing more than 10% of revenue
The reason we ask this question
We need to understand the composition of your total revenue. In general recurring revenue will receive different treatment than non recurring in the valuation process.
Who are the owners of your firm?
Please add details about at least one owner.
Edit
Add another owner
Add another owner
Add owner
Add owner
steps
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