Range of Valuation Calculator

Range of Valuation Calculator

See how attractive your business is to the industry’s best Buyers.
Your Gladstone M&A Advisor will help you find the best matches.

$
$
Approximate Valuation
$12.00M
100.0% of high-end
Applicable Multiple
7x - 10x
Mid: 8x
Profit Margin
54.5%
On $2.20M revenue

Adjustment Factors

Adjust these sliders to match your business

Recurring Revenue % 75%
What % of your advisors are W-2? (vs 1099) 100%
Average Net New Asset Growth per Year 0%
% of Clients in Accumulation vs Distribution/Retirement 50%
All Distribution All Accumulation

Valuation Range Positioning Top 20%

Where your practice falls within the current market range

High (10x)
$12.00M
Mid (8x)
$9.60M
Low (7x)
$8.40M

Disclaimer: This calculator provides preliminary estimated valuation ranges for informational purposes only. Results are not binding and do not constitute an offer, commitment, or guaranteed valuation from Gladstone Group Inc. Actual transaction values depend on numerous factors including detailed financial analysis, market conditions, deal structure, buyer qualifications, and due diligence findings.

For a comprehensive, professional assessment of your practice, Gladstone offers a Fair Market Valuation that provides a detailed, defensible valuation based on thorough analysis of your specific business characteristics. Contact us to learn more.

Marketability Assessment

See how attractive your practice is to our consortium.
Your M&A advisor will help you find the best matches for your practice.

Practice Profile

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Services Offered

Client Demographics

Investment Style

Level of Interest

Strong Interest
Good Matches
Potential Interest
Region
Services
Client Demographics
Investment Style

Success Stories

Explore Gladstone Group's completed wealth & asset management transactions across the United States

$14.8B+
Total AUM Transacted
12
Acquiring Firms
Click any deal to view its press release