PRODUCTS · FSP VALUATION TOOL
Value your financial planning business
An indicative value in a few minutes, based on your own figures and the factors that weigh most when an advice business is priced.
* Your figures stay private: nothing you enter is stored or sent anywhere.
* Before you start: have your latest income statement at hand.
Best used on a laptop or desktop screen. On a phone, scroll within the calculator window.
The result is an indicative estimate based on the figures you enter. It is not a formal valuation, and it is not financial or transaction advice. The actual value of a business depends on due diligence, deal structure and the buyer.
BEYOND THE ESTIMATE
What an indicative value cannot tell you
A calculator works with the figures it is given, while a buyer looks further: at the quality of the client base, how much the business depends on its owner, the strength of its recurring revenue, and how a deal would be structured. These are what move a value up or down, and they are worth understanding long before a sale.
Whether you are preparing to sell, planning succession or looking to acquire, a confidential conversation with our M&A team is the natural next step.
HOW IT WORKS