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Are you deal ready? Discover the value of your business.
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VALUATION CALCULATOR
VALUATION CALCULATOR
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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Website:
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Overview
Partnership Preferences
Team
Client Experience & Segmentation
Financial, Ops & Compliance
Data Room
Leadership Interview

Company Details

Approximate AUM
[AUM]
Number of employees
[Number of employees]
Description

[Description]

Services Offered

Services Offered
[Service]

Key Considerations

Compliance / Legal Disclosures
[Data]
Key EE / Staff Risk
[Data]
Product Mix / Usage
[Data]
Structural Issues
[Data]
Client Concentration Risk
[Data]
Succession
[Data]
Calendar Needs

[Data]

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What they are seeking in a partnership

Description

[Description]

Autonomy Profile

Unique Calendar Needs
[Label Text]
Willing to divest brand
[Label Text]
willing to adopt practice management
[Label Text]
Willing to divest investment management responsibilities
[Label Text]
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[Name]
[Title]
Age
Label Text
Glidepath to Exit
Label Text
Ownership %
Label Text
AUM managed
Label Text
Salary
Label Text
Role in the Firm

[Role]

Comments

[Role]

[Name]
[Title]
Age
Label Text
AUM managed
Label Text
Salary
Label Text
Role in the Firm

[Role]

Leadership Potential/ Career Path

[Role]

[Name]
[Title]
Age
Label Text
Salary
Label Text
Role in the Firm

[Role]

video Overview
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Client Experience

General Overview of Client Experience

[Description]

Planning Philosophy and Implementation

[Description]

Investment Management Philosophy

[Description]

Investment Management Implementation

[Description]

Investment Management Team

[Description]

Client Segmentation Data

Number of HouseHolds
[Label Text]
Avg Client Age
[Label Text]
Avg Account Size
[Label Text]
Avg Fee %
[Label Text]
Planning Software
[Label Text]
Client Profile
[Label Text]
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Financial Snapshot

content

[Description]

Net New Assets

Content
3-Year Avg NNA Growth %
[CRM]

[Description]

Assets & Revenue Metrics

Rev Per EE
[AUM]
EBITDA Margin
[Fee Model]
Average Advisory Fee
[Number of employees]
Average Advisory Assets Per Household
[Custodians]
Individual Households
[Number of employees]
Assets Under Management
Fee Based AUM
As of 3/31/24
$1,220,691,336
Brokerage AUM
As of 3/31/24
$1,220,691,336
Total AUM
$1,220,691,336
Revenue
Fee Based Revenue
$1,220,691,336
Brokerage Revenue
$1,220,691,336
Total Revenue
$1,220,691,336

Client Profile & Segmentation

Highlights

[Description]

Revenue by Client Segment
Yearly AUM Trend

Valuation Guidance

Valuation Guidance

[Description]

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Data Room

Investment Management
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