Valuation Calculator

Knowing the value of your business is critical to identifying growth potential, finding equity options, preparing to sell, finding a capital partner and more. Answer seven quick questions in our valuation calculator to better understand the market value of your advisory firm.

Are You Ready For a Coach?

It’s time for an honest self-assessment to see how your firm is doing in key areas that make the biggest difference for growing advisors.

Are You at Risk of Burnout?

Our profession is high stakes and that can mean high stress. Add in the pressure of running a firm, and it’s easy to get overwhelmed. Take our quiz to see if you’re at risk for burnout and what you can do about it.

The Value of an Advisor

You know what you bring to the table. Do your clients? Take our quiz to discover how well you articulate your value to the families you serve and identify areas where you can improve.