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 Recurring Revenue Valuation will help you arrive at a reliable, competitive, whole-of-business valuation, based on recurring revenue.

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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.

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.

Why You Might Consider Working With Us

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.

Ready to get an expert valuation?

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