Practice valuation made simple.Our Recurring Revenue Valuation will provide you with an objective, market value assessment of your practice, based on recurring revenue.
Designed and backed by the experts at Centurion Market Makers, advisors on well over half a billion dollars in financial planning practice sales.
What You'll Get
Valuation Audit Questionnaire
A 20 point questionnaire with saveable progress, targeting the key criteria that drive buyers’ perception of value and risk. This helps us identify the real value in your business and provide the optimal valuation.
Expert Valuation Assessment
Using a recurring revenue valuation methodology proven over $500M+ in sale transactions, we will assess the results of your Valuation Audit and overlay our experience of current market trends and sale values.
Market Appraisal Valuation Report
A formal PDF report stating the valuation amount, the appraisal methodology used, and supporting analysis of financial performance, client revenue mix and other business specific variables material to the valuation.
Package Options
✅ Valuation Audit Questionnaire
✅ Market Appraisal Valuation Report in PDF
✅ Practice Sale or Succession Strategy Session
FAQs
Should I be opting for Profit Valuation rather than a Recurring Revenue valuation?
This Valuation Program uses a Recurring Revenue valuation methodology. Of the two valuation options, it’s better suited to a whole of business valuation where annual revenue is under $2M. An EBIT or profit valuation is better suited where annual turnover exceeds $2M and a partial interest in the business is to be sold (eg shares) or where the valuation is in support a legal dispute. These scenarios have more complex considerations. If you’re at all unsure, please email us.
What does the Strategy Session involve?
If you purchase Option 2, one of our advisers will meet with you via video conference to develop a roadmap for your planned sale or succession, capitalising on the strengths of your practice, as determined in your valuation.
What does the Expert Valuation Assessment involve?
From our experience negotiating over half a billion in sale transactions, we have an intimate and current understanding of the market forces affecting the economics of practice valuations.
What if the program is not right for me?
We have a 30-day money back guarantee, so you just need to contact us within 30 days of buying the program and we’ll refund your investment.