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    Do you know what is driving your firm's enterprise value?

    Whether you are looking to merge your practice, admit a new equity owner or just want to know what your enterprise value is, our certified valuation experts can accurately assess the value of your business while identifying strategic opportunities to increase your future valuations.

    We provide insightful, customized valuations that empower firms to make informed decisions to build enduring firms. Because we do not set the deal price or execute the transaction, we let the data speak for itself when determining a firm's value. In order to do so, we use a variety of valuation approaches included Discounted Cash Flow, Income-Based Approach, and Market Approach. 

    Our Services

     

    • Designed for firm’s who have received a valuation from another provider but are looking for a second opinion
    • Includes a custom analysis and recommendations based on findings
    • Starting at $2000

     

    • Used for tracking enterprise value, peer benchmarking, and internal transactions where bank financing is not needed
    • Includes financial modeling, enterprise value scorecard, and a custom executive summary with coaching objectives
    • Available as an annual subscription

     

    • Used for acquisitions, lending, ensemble formation, equity sale, litigation, or charitable donation
    • Necessary for bank financing and IRS reporting
    • Meets the Uniform Standard for Professional Appraisal Practice (USPAP)
    • Includes an economic analysis, industry analysis, and custom firm report
    • Available as an annual subscription

    The Process

    ClientWise Valuations Process

    Key Benefits

    11-1

    Enterprise Value Scorecard

    A custom scorecard so you know what is driving your enterprise value and where to focus your firm's strategic efforts.

    8-3

    Financial Models

    Receive over 20 sets of financial models so you can use data to shape your firm’s goals and objectives.

    9-3

    Coaching Objectives

    Using the Professional Advisor Model™, each report contains custom coaching objectives for you to implement within your firm.

    13-1

    Customized Reports

    Each report contains a detailed custom company analysis that is unique to your firm.

    14-1

    Personalized Consultation

    Meet with our valuation experts to understand the unique drivers of your firm.

    10-3

    Robust Data

    Use data to make informed decisions about the future of your firm. We analyze everything from financial projections to the investment of labor.

    16

    Unbiased Opinions

    Because we are not deal makers, we look at only what the data and facts tell us.

    12-1

    Firm Type Agnostic

    We have extensive experience conducting valuations for every type of practice including RIA, IAR, RR, OSJ, and Insurance.

    Valuation Leadership Team

    LKaufman Headshot

    Lauren Kaufman

    Senior Business Consultant

    Owen Dahl.1

    Owen M. Dahl, CFA, ASA, LIFA

    Director of Valuation Services

    Let us guide you to your potential.

    Connect with us to problem solve for a successful future.