Whether you're just starting to think about your succession plan or in the midst of it, here's what you need to know about getting book value:
For many financial advisors, their book of business isn’t just a collection of client accounts—it’s the culmination of years of trust, service, and strategic growth. It’s also one of the most valuable assets they own.
Yet, when it comes time to transition or sell, many advisors find themselves unprepared to answer a critical question: What is my business really worth?
Whether you’re thinking about retirement, planning a transition, or just want to future-proof your practice, understanding the value of your business is essential. But valuation is just the beginning.
In this short video, you’ll learn:
- What factors influence the value of your book
- What buyers are really looking for
- How to start preparing now for a smooth, profitable sale
If you’re an advisor thinking about succession—even if it’s still a few years away—this is a must-watch. Watch the video now and take the first step toward a confident, well-planned exit.
No matter where you are in your journey, we'd be happy to support you. Let's connect over a confidential conversation. What's Stopping You?
