What is my practice worth today?
A likely range from published transaction data, adjusted for your size, mix and the factors buyers price.
Valuation & Readiness Report
Know what your practice is worth, and what would raise it.
Valuation, sale and succession guidance for financial advisors and CPA firm owners, with a tailored analysis of your likely value range today, what moves it, and how ready the practice is for a buyer or successor. Benchmarked against the market, with the reasoning on the page.
Built forOwners planning a sale, a merger, a successor or simply their next step
What it answers
The questions behind every sale or succession.
Value is negotiated, so the answers are ranges with their reasons attached. The report shows both.
What moves the number?
Recurring revenue, growth, client concentration and owner dependence, each scored and explained.
Is the practice ready for a buyer?
Your financials laid out the way a buyer's diligence will rebuild them, with gaps flagged early.
What could it be worth, and how fast?
The changes most likely to raise value, and the time each one takes to show up in the number.
Inside the report
A value you can defend.
The range comes first. Every adjustment behind it is shown, with a source for every figure.
- A likely value range today
- Your financials, laid out the way a buyer reads them
- A scorecard of the drivers buyers weigh
- Client concentration and owner dependence
- Diligence readiness, with gaps flagged
- What it could be worth, and how fast
How it works
Four steps to a clear plan.
It starts with an introductory summary report and builds to a full analysis and a plan you can act on.
See your indicative range
Answer a few questions and see a broad, market-based range right away.
Talk it through
A short call about your goals and whether the full report is the right next step.
Share the details
A secure intake covering financials, clients, team and agreements. Statements and returns help.
Review it together
We walk you through the value, what drives it and what would raise it, then help you act on it.
Common questions
Before you start.
01Who is the report for?
Financial advisors and CPA or tax firm owners thinking about a sale, a merger, bringing in a partner or planning succession. It's just as useful if you simply want to know where you stand.
02Is this an appraisal?
No. It's an independent, market-based valuation for planning. It isn't a formal appraisal or fairness opinion, and it isn't tax or legal advice.
03How does ATP stay objective?
The value is built from published transaction data and the specifics of your practice, with every adjustment shown. ATP is independently owned and works with buyers and firms across the industry, so the reasoning is in writing for you to test.
04How is my information handled?
In confidence. What you share stays with ATP and is never shared with anyone without your permission.
05What if I'm not planning to sell?
Most owners aren't, yet. The report shows what the practice is worth today and what would raise it, which is useful long before any sale.
Start with your indicative range.
A few questions give you a broad range right away, and tell us whether the full report is the right next step.
Confidential. No obligation. Indicative only, not an appraisal.