Practice Valuation & Deal Terms Calculator

Succession Link valuations are where the conversation starts. Register FREE today and find others near you or market your practice to thousands of advisors while remaining anonymous.

I am a fee-only RIA. I have strong annual growth but feel there would be value in partnering with another RIA that shares my values and business goals. I currently run my own RIA firm and custody through TD Ameritrade.

Last Activity: 6 months or more

Within Miles

I would like to:*
Practice Information
$
$
#
#
%
Reset Calculator
Valuation & Deal Terms
#
Recommended Down Payment
$
$
Estimated Buyout Price
$
$
$