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VALUATION CALCULATOR
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Are you deal ready? Discover the value of your business.
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VALUATION CALCULATOR
VALUATION CALCULATOR
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[Location]
Website:
[Website]
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Business info
Your Firm's Personnel
Your Client Experience
Investment Program
Partnership Motivations
Partnership Preferences
Your Autonomy Profile
Key Metrics
Noted Areas of Concern

Business Info

Information

[Description]

Location

[Description]

Fee Model

[Description]

Revenue & Mix

[Description]

Custodians

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
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Your Firm's Personnel

[Name]
Age
Label Text
Title
Label Text
Role in the firm
Label Text
Desire for change
Label Text
Owner Glidepath to exit
Label Text
Issues
Label Text
[Name]
Age
Label Text
Title
Label Text
Role in the Firm
Label Text
Career Path
Label Text
Issues
Label Text
[Name]
Age
Label Text
Role in the Firm
Label Text
Career Path
Label Text
Issues
Label Text

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Your Client Experience

Information

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Investment Program

General Philosophy

[Description]

Implementation

[Description]

Use of Alternatives

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Partnership Motivations

Information

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Partnership Preferences

Operational Burden Relief

[Description]

Expansion of Services and Capabilities

[Description]

Training and Mentoring

[Description]

Organic growth support

[Description]

Other

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Your Autonomy Profile

Investments

[Description]

Other

[Description]

Brand Adoption

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Key Metrics

Revenue Per Employee
$413,941
Number of Households
595
Average Assets Per Household
$413,941
Average Age of Household
60
Average Blended Fee
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
EBITDA
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
EBITDA Margin Percentage
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
3-Year Net New Assets (NNA) Growth Rate
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Noted Areas of Concern

Compliance issues of the seller

[Description]

Client Concentration risk in the client segmentation

[Description]

Lack of Gen Two advisors on the current team

[Description]

Sellers seeking an early exit

[Description]

Any outside business activities:

[Description]

The seller's geographic location/market is not ideal

[Description]

Lack of historic Net New Asset growth

[Description]

Additional concerns

[Description]

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
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