From $9 Million to $18 Million: Are Advisors Getting Their Valuation Right?
An internal valuation can give you one perspective on your advisory business’s worth. Exploring the open market can reveal a VERY different number.
In this video, I share an example of an established financial advisor whose firm valued his practice at approximately $9 million. After exploring outside buyers, the advisor received multiple offers around $18 million for the same business!
Internal valuations and outside offers can differ, how a broader pool of buyers can affect enterprise value, and why comparing options matters before making a sale or succession decision.
For more on this topic, explore the white paper, “Maximizing the Value of Your Financial Advisory Business,” (here) https://coreywalen.com/wp-content/uploads/2026/02/P.R.I.C.E.-White-Paper.pdf
If you’re considering a broker-dealer change or a move to independence, these questions can help you compare firms with more clarity.
I hope this helps. Thanks for watching!
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Corey Walen, Managing Partner
Bridgemark Strategies
