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 have a small but wonderful practice of about 10 clients. I sold a larger book of business before starting my family 10 years ago. My current book is all managed money and high touch relationships. I am ready to expand and partner with the right individual or firm.

Last Activity: this month

Within Miles

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