Tim Lane, Senior Partner
Centurion Market Makers


How to value your financial planning practice

Join Tim Lane as he explains how to drive the best valuation for your financial planning practice. This is a very popular presentation where we cover the important aspects of valuation in simple terms, including:

  • Benefits of a current market valuation and when you should consider arranging a valuation for your practice
  • When a Recurring Revenue valuation methodology is most appropriate and what information is required
  • What information goes into an EBIT valuation and when this more complex valuation method is needed

> Value your practice

Get an expert valuation

We can help you accurately value your practice based on the most appropriate valuation methodology for you practice size and valuation purpose.


    Recurring Revenue Valuation

    Our online Practice Valuation will help you arrive at a reliable, competitive, whole of business valuation, based on recurring revenue.


    If you need to value your practice based on recurring revenue up to $1.5M per annum, this may be a good option for you.

    Detailed Profit Valuation

    Where your practice demands a more sophisticated valuation, our individual consulting approach takes into account the EBIT and profit drivers of your business to deliver a detailed valuation.

    > contact us

    If you’re selling shares in a practice, are turning over in excess of $1.5M per annum or require a valuation for legal purposes, please contact us for a confidential discussion.


      Whatever your valuation reason.

      Clients have used our valuations for:

      • Legal matters
      • Personal matters
      • Financing matters
      • Shareholder negotiation and succession
      • Sellers looking to validate a buyer’s offer

      Know where you stand. Know what you’re worth.

      Our valuation methodology applies the most favourable valuation approach for your practice (RR or EBIT) and assesses your practice value against the 8 key criteria that buyers consider when reviewing an acquisition opportunity. These criteria significantly influence the buyer’s perception of value and risk, and therefore using these criteria ensures we’re getting an objective, current market valuation for your practice.

      Confidentiality assured.

      Regardless of the reason for your valuation, you want to ensure that both the exercise and the multiple remain confidential. We guarantee the confidentiality of our discussions and valuation outcomes.


      Jenny Brown, JBS Financial Strategists

      “It was great the way Tim and his team engaged with my successors to understand their goals and aspirations. The result has been a cohesive succession plan which achieved all stakeholders objective over the medium term. We are looking forward to continue in working with Tim and his team on an ongoing basis to revise this plan and keep us on target.”

      David Brown, Stanford Brown

      “Tim has assisted us recently us with a valuation of our practice. It was valuable to us for someone independent to perform a valuation. The process was transparent, inclusive and performed reasonably promptly. In his independent role he was able to raise important issues which internally are often difficult to do.

      Tim met with the Board to fully consider all issues and explain his valuation methodology and report to all of the stakeholders. Tim has always been available to discuss other related issues which have arisen since and provide opinion and valuable feedback.”

      Adam Hinze, Harness Financial Services

      “Tim and the Centurion team provide us with an annual valuation update of our practice. As part of this process Tim provides the whole team with feedback on where we are at and the challenges for our business.

      We highly value this annual discussion and it keeps us thinking about the future of our business.”


      Industry knowledge, market insights

      Through relationships established over 25 years, multiple transactions with some of the largest players in the financial planning industry and active research into sale multiples and terms, we are able to provide accurate, market-nuanced valuations.

      Proven valuation methodology

      Our RR and EBIT valuation methodologies have been proven across hundreds of transactions totalling in excess of $500M.

      Impartial, objective advice & support

      We can remove the emotion from the valuation process, presenting parties with an objective, defensible assessment backed by market standard valuation methodologies and current market insights.