<img alt="" src="https://www.detailsdata7.com/799079.png" style="display:none;">
Search_Icon Search

    Curious What Your Firm's Enterprise Value Is?

    Whether you’re planning to sell, merge, attract a capital partner, or simply want to understand where your firm stands, knowing your enterprise value is critical.
    The ClientWise Valuation Calculator provides a quick and easy way to estimate your enterprise value, giving you the insight needed to unlock your firm's growth potential and make confident strategic decisions about the future.
    Take 2 minutes to fill in the required information below in our short 3-step process, and we will provide you with a free and instantaneous estimate of your firm's enterprise value.

    Questions Financial Advisors Ask About The ClientWise Valuation Calculator

    • The ClientWise Valuation Calculator is an online tool that provides a directional estimate of your financial advisory firm’s enterprise value based on key financial and operational inputs.

      It is designed for benchmarking and strategic planning purposes.

    • The calculator provides a directional estimate using limited inputs. It is useful for understanding potential value ranges and benchmarking against industry drivers.

      It is not a substitute for a formal business valuation, which includes detailed financial normalization, qualitative assessment, and compliance-ready documentation.

    • No. Thecalculator provides a high-level estimate.

      Aformal valuation includes:

        • Detailed financial analysis
        • Market comparables
        • Risk assessment
        • Leadership and succession evaluation
        • Documentation for compliance or lending

      The calculator helps you understand where you stand. A formal valuation supports decision-making.

    • The calculator evaluates factors such as:

        • Revenue size and mix
        • Profitability
        • Growth rate
        • Client demographics
        • Leadership structure

      These inputs align with key drivers that influence enterprise value in the wealth management industry.

    • Your estimate can help you benchmark your firm and identify potential value gaps.

      For transaction planning, succession, internal ownership transfers, or compliance purposes, a formal valuation report is recommended.

      Check out ClientWise Valuation Service offerings here. 

    • If you are considering succession planning, M&A, partner transitions, financing,or estate planning, a formal valuation is advisable.

      The calculator is a starting point. A comprehensive valuation provides defensible documentation and strategic insight.