Annual Business Valuation

Knowing the value of your largest asset (i.e., your business) is critical. This is especially true if your RIA firm is in the process of succession planning.

Could your RIA firm benefit from a business valuation?

If you’re considering purchasing another firm, acquiring an existing book of business, or bringing on new owners, a valuation is a key component of the process. There are many different ways you can sell or transfer ownership. Understanding your firm’s value, as well as its cash flow and your goals, can help you weigh your options for executing a successful transaction. Keep in mind: if you’re audited by the IRS, a valuation is critical whenever there is a change of ownership and the valuation might be requested.

How can a business valuation help you achieve growth?

A valuation allows us to look behind the numbers to assess where weaknesses and strengths lie within your business. Attacking the weaknesses and accentuating the strengths will increase value in your firm. Not all RIAs with the same AUM are equal—let us help your business fall on the high end of the scale.

Knowing the value of your firm can also help you see how you stack up against other firms. With this insight, we can help you determine where to focus your improvement efforts, as well as which levers to pull to achieve growth.

How will you transition away from your RIA firm?

This is just one of the many questions Elevate can help you answer. As your strategic growth partner, we help you manage the small and large details of the transaction. From establishing your exit strategy to cleaning up your financials ahead of due diligence, we prepare you for a successful next chapter.

What’s the value of your RIA firm?

With expertise in the financial services industry and certified valuation analysts on staff, Elevate can perform a formal valuation of your RIA firm. We can also recommend ways you can maximize your firm’s value ahead of the sale.

What factors should you consider when selling your RIA firm?

There are so many things to think through when preparing for a transition—from the best tax position for all parties involved to the process for employee buyout. We’ll be with you at every step of the transaction, empowering you to achieve your goals.

We look out for your best interests.

We have no financial interest in the outcome of your valuation, this allows us sit on your side of the table and independently advise you.  We’ll help you understand what your valuation means as well as what to consider when preparing to buy or sell.

Planning for a transition is a process. As your strategic growth partner, we’re with you at every step.