Practice Value Estimator
Estimate what your business could be worth in a sale today.
Estimated value based on common wealth management practice valuation ranges.
Estimated Practice Value
This calculator is for educational and illustrative purposes only. Actual practice valuations may vary based on buyer type, deal structure, retention assumptions, revenue quality, client demographics, compliance history, product mix, market conditions, financing terms, and other due diligence factors. This is not a valuation opinion, appraisal, or offer to purchase.
MOVE WITH CONFIDENCE
OUR 3 STEP PROCESS
20-Min Consultation
In a short consultation, you'll understand if a transition is something you want to pursue.
Review Options
Based on the information you provide us, we'll introduce you to the firms that are the best fit for your needs.
Conduct Due Dilligence
We'll help you conduct proper due diligence on each firm to ensure you're making a move that improves your ability to run your practice.
About the Founder
Andrew Riemer
Former LPL Regional Recruiter
My name is Andrew Riemer, a former LPL Regional Recruiter. After spending 3 years at LPL Financial, I found my passion for helping financial advisors take an unbiased look at where to take their practice. If you are looking for someone to walk you through offers, offer structure, transition logistics, due dilligence questions, and more, book a 20-min consultation to see if we're a fit!
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At R&R consulting, we're believers in providing advisors unbiased recommendations aligned with their best interest.
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