WHERE YOU ARE IN THE PROGRAM

Your Crisis-Ready Plan is signed. Your business is documented. You are protected. Now the work turns to value. Phase 3 addresses the two questions that shape every successor conversation, every agreement negotiation, and every transition decision: what is the practice worth, and what legal and financial structures are needed to transfer it. Month 6 answers the first question.

MOST ADVISORS DO NOT KNOW WHAT THEIR PRACTICE IS WORTH. THEY GUESS, AND THEY USUALLY GUESS WRONG IN BOTH DIRECTIONS.

Practice valuation is one of the most misunderstood areas of advisor succession. Advisors consistently overvalue businesses with undocumented processes and undervalue businesses with strong client loyalty metrics. Successors and buyers use this asymmetry. Advisors who understand valuation drivers do not have to. Beyond the number itself, valuation reveals where you can act before a transition begins. Recurring revenue concentration, client age demographics, documentation gaps, and key person dependency are all factors that affect your multiple. Month 6 identifies where yours stand and where the opportunity to improve them is greatest.

Curriculum

1 Chapter · 3 Lessons

  1. 1

    Business Valuation

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      The Drivers of Practice Value

    3. (Included in full purchase)

      Practice Valuation Deep-Dive

What is the value of your business?

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