Range of Valuation Calculator

1

Free Assessment

Instantly receive a real-time Range of Valuation and Marketability Assessment

2

Engage

Work with an expert M&A advisor to facilitate the deal process

3

Match with Buyers

Connect with qualified buyers from our consortium, under strict NDA

4

Close the Deal

Complete your transaction with expert guidance

Range of Valuation Calculator

See your range of valuation multiple based on current market conditions.
Your M&A advisor will collect more details to best position your practice to buyers.

$
$
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

Region

Services Offered

Client Demographics

Investment Style

Level of Interest

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

Want to Learn More?

Get tailored guidance and support from our M&A advisory team.

At Gladstone Connect, we specialize in connecting business owners with the right opportunities and buyers. Whether you are exploring strategic options, preparing for a sale, or seeking the right partner, we deliver expert guidance with complete confidentiality guaranteed.

Enter your email below and a member of our team will reach out to discuss how we can help you achieve your goals.

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About Gladstone Connect

Learn more about our process, buyer network, and confidentiality standards.

We use our decades of expertise to build the best profile of your practice. The profile includes a more comprehensive range of valuation based on detailed financials and a complete matching service against selection criteria from our Buyer Consortium.

We connect you to our network of buyers who are actively seeking to buy your business. This process includes a anonymized teaser as well as a full Confidential Information Memorandum to interested buyers.

We quickly get you real bids from elite buyers without wasting your time. Typical deals close in 90-180 days.

The Gladstone Connect Buyer Consortium is invitation-only and consists only of top-tier firms.

Criteria Why this matters to sellers
Buyers are actively seeking acquisitions. All buyers are ready to engage.
Buyers have available and committed capital. All buyers are able to close.
Buyers have prior acquisition experience. This is not the buyers' first time acquiring and integrating a business.
Buyers have at least $1B AUM (most are significantly larger). These buyers are set up for success for your business and your clients.

We fully protect your identity and information. All parties are under strict Non-Disclosure Agreements (NDAs).

Our three-phase confidentiality process:

  1. Anonymous teasers are sent to the buyer consortium.
  2. Interested buyers opt into a deal-specific NDA.
  3. Detailed Confidential Information Memorandums are sent only to specific buyers.

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