Discover the true value of your financial planning practice.

For most financial planning practice owners, their practice is their biggest investment. Yet most practice owners do not prepare well when it is time to sell this valuable asset.

Our 2026 Advice Practice Acquisition, Sale and Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.

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Professional reviewing the 2026 Advice Business Valuation, Sale and Acquisition Guide on a laptop screen.

Valuation figures provided for:

  • FP Business co-located with buyers business
  • Mortgage Broking trail commission
  • Large FP Business >$3m revenue, not co-located with buyer
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