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Ever Wondered What Your Book of Business is Worth?

Ever Wondered What Your Book of Business is Worth?

June 12, 2017

After years of accumulating sweat equity, advisors eventually come to the question, "what is my business worth?" SFM Advisor Group will gladly provide a fair practice valuation for Florida financial advisors who may be nearing retirement. We work to get an advisor's valuation right by considering all the important factors, including sweat equity.

There’s much more to the process than valuing a practice based on assets under management. Using our knowledge and experience in developing a succession plan that takes into consideration an entire spectrum of critical valuation factors, we offer a plan that’s right for you. We’ll help you understand what your practice is worth by looking at a number of factors including:

  • Assets under management
  • Revenue mix
  • Business longevity
  • Areas of specialization
  • Number, age, and tenure of clients
  • Client service model
  • Products offered
  • Office location

Contact us to begin the conversation on how you can receive a valuation from the Security Financial Management team.