Valuing Your Financial Practice: What you need to know in today’s market

As a financial advisor, understanding the value of your business is essential for planning your long-term financial success. Whether you’re looking to merge with another firm, planning for retirement, or creating a strategy for growth and improvement, a valuation provides insights into your business’s worth and the key factors that drive its value. In this webinar, we’ll cover fundamentals about business appraisals in today’s market, including:
  • Making sure the analysis and report are correct for your specific circumstances
  • Most appropriate approaches for determining value
  • Key value drivers – What factors are most important
  • Current state of the market
  • Strategies to improve the value of your business
Don’t miss out on this informational session that will help you make informed decisions about your business and to create a plan for long-term financial success. Fill out the form now and watch on demand!

Watch Recording

Presenters

Director of Valuations

Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

Join Our Webinar

How to Get "PE Value" With or Without PE

July 8, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET