Enterprise Value Tracker
Calculate and optimize your practice enterprise value
Track enterprise value metrics in real-time and identify the highest-impact improvements.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You've spent years building your book, but you couldn't tell me what your practice is actually worth today or which decisions are quietly suppressing your multiple. When succession or an acquisition conversation comes, you'll be negotiating from a number you can't defend or move.
✦ You'll see your current enterprise value against real RIA transaction multiples and know exactly which levers—recurring revenue, retention, owner dependency, AUM per advisor—are costing you the most multiple right now.
Tool Details
How It Works
Dynamic multiple framework calibrated to observable RIA transaction multiples. Base multiple by practice tier: solo practices under $500K revenue use 1.8–2.2× revenue; established $500K–$2M use 2.2–2.8×; scaled above $2M use 2.5–3.5×. Upward adjustments for recurring revenue above 80% (+0.3×), retention above 96% (+0.2×), team depth 3+ advisors (+0.2×), AUM per advisor above $80M (+0.15×), and documented processes (+0.1×). Downward adjustments for owner dependency and client concentration. Time-series tracking shows how operational decisions move the multiple quarter over quarter.
Data Sources
- •RIA transaction multiple database — public M&A transaction records
- •Synseus aggregate multiple benchmarks by revenue tier
- •SEC IAPD firm structure data
Audit Parameters
- •Model: Dynamic multiple framework
- •Benchmark: Public RIA transaction multiples
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