Recurring Revenue Tracker
Track progress toward 70%+ recurring revenue
Monitor your recurring revenue ratio and get a roadmap to reach the 70%+ threshold.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
When a buyer or your succession partner evaluates your book, the first thing they discount is non-recurring revenue—and you don't actually know what percentage of your AUM-based fees crosses that 70% threshold acquirers reward. Every point below it quietly shaves multiples off your enterprise value, and right now you're guessing at a number that directly sets your eventual payout.
✦ You'll know your exact recurring revenue ratio and see the specific revenue mix changes that move you toward the 70%+ threshold buyers pay premium multiples for.
Tool Details
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