The Big Issues: Valuations


No topic has proven to be more controversial than what financial planning practices are actually worth. Practice owners everywhere want to know how industry changes will impact on their final sale price. While some leading industry experts suggest that demand for practices is slowing and valuations are falling, others believe a consolidation among institutional buyers will benefit strong businesses seeking to change hands in the near future.


The measures used to assess practice value are also changing. Buyers are becoming more thorough in their due diligence processes and the traditional recurring revenue models of valuation are losing their authority as a guide on practice value. EBIT multiple models are becoming more prominent in practice valuation.


Find out what these developments will mean for your practice value from the expert cast of No More Practice 2.

Valuations Content

Terry Slattery
Terry Slattery
Craig Donaldson

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