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 2025 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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Valuation figures provided for:

  • FP Business co-located with buyers business
  • Risk only business / client book
  • Mortgage Broking trail commission
  • Large FP Business >$3m revenue, not co-located with buyer
  • Client book with fees less than $2,000 p.a.
  • Client fees $2,000 to $3,000 p.a.
  • Client fees $3,000 to $5,000 p.a.
  • Client fees greater than $5,000 p.a.
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