How to Value
Your Wealth Management/IFA Business
No two advisory firms are the same - each are unique, just like you and your clients. To provide a one valuation metric that fits all business models is unrealistic. Instead, a matrix of factors determines an achievable valuation.
Factors that influence valuation and their implications
Asset or Share Purchase/Sale
Client Age Demographics
Client Charging Structure
Client Service Proposition
Sell & Go
Sell & Stay
Aggregate Portfolio Size
Attitude to High-Risk Product Promotion
No two deals are the same
All IFA/Wealth Management firms are unique. As individual as their Directors, Staff and Clients. However, universal valuation metrics apply to all.
The best deals are the simplest where both sides to a transaction respect one another and the clients' interests above all other factors, including the money. If you would like to understand more how to value an IFA/Wealth Management business, as a buyer, or a seller, why not contact us?