FA CMA Valuation Tiers offer either market-based or income-based approach.
The valuation provides advisors with an objective, 3rd party opinion of value based on actual comparable sales in the financial services industry.
Leveraging our proprietary nationwide database and extensive expertise, our valuation service provides the most current and accurate valuation of your financial services business. Our team has expertise valuing independent RIAs, IBDs, securities practices, accounting practices, insurance agents/agencies, and OSJs. During the process, the SRG team also helps identify key value drivers and detractors, helping you understand your value as you plan for succession, equity sharing, buying a practice, creating a death and disability plan, or benchmarking.
Our appraisers hold the Certified Valuation Analyst (CVA) Designation.
|Single Point of Contact
Your point of contact would either be Josh Clifford or Kristen Grau, who both hold the Certified Valuation Analyst (CVA) designation.
|Industry Specific Questionnaire||N/A|
|KPIs & Benchmarking|
|Mid-Year Valuation & Benchmarking Update|
|Complimentary Tier 1 Valuation|