Although fluid, there are a set of modifiers that we use when assessing an adviser’s client base to determine the valuation range. The use of these modifying factors allows us to determine a realistic value of an adviser business client base.

Although there are many more factors that could affect valuation, they do not commonly do so. Of course, you may feel that a factor not listed is particularly important to you - in which case, it will become a criterion in your process. Also, this list is applicable to buying some or all of a client base in the current environment. Buying a Financial Advice Provider - or buying in to one - in a year's time will require consideration of a much broader set.

If you would like find out about our valuation service please express your interest to  Jerusalem.Hibru@chatswood.co.nz