Valuation — Resources

For Independent Advisors

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We work with independent advisors managing $30 million to $200 million in AUM in greater Atlanta and across the country who want stronger infrastructure to serve clients well, now and in the future.

Posts in Valuation

The Preliminary Valuation Conversation: What to Bring and What to Expect

What a preliminary valuation discussion covers, what to bring, and why it can be useful before an advisor is ready to pursue a transaction.

ValuationSeptember 2, 2026

Clean Data, Clear Value: CRM Hygiene Before Due Diligence

A due-diligence preparation guide for household relationships, meeting notes, revenue, service tiers, fee schedules, and missing relationship context.

ValuationSeptember 2, 2026

What Drives Advisory Practice Valuation Beyond Revenue

The relationship, operating, and financial factors - from retention and concentration to margins, team structure, and founder dependency - that shape value beyond revenue.

ValuationSeptember 2, 2026

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