Know the Value of Your Business

Take our Firm Valuation Calculator Today

1

How much AUM does your firm represent?

Enter total assets under management (AUM).
2

What percentage of your AUM is advisory business?
3

What is the gross revenue of your firm?
4

How many clients do you serve?
5

How many employees are on your team?
6

What is your ownership percentage?

*This calculator provides an estimated range based on the information entered. Your actual valuation may differ. The displayed range currently uses a base multiple of 2.7× gross revenue. It may be refined with additional adjustments (e.g., client size, advisory asset %, average fee %, asset size).

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*This calculator is an estimated range of your firm’s value based on the information entered. Your actual valuation may differ based on data accuracy and other factors not considered here. The valuation range is calculated using assets under management (AUM), advisory asset percentage, gross revenue, and number of clients. It is calculated by multiplying gross revenue by a base multiplier of 2.7, along with adjustments for client size, advisory asset percentage, average fee percentage, and asset size. The 2.7 multiplier is based on revenue multiplier ranges used by third-party firms offering business valuation and financing services. Average client size is calculated by dividing total AUM by the number of clients, while average fee percentage is calculated by dividing gross revenue by AUM, and asset size is equal to AUM.

🌊 Pacific Point Wealth Management

Protecting What You’ve Built. Growing What You’re Starting.

Whether you’ve spent decades guiding clients… or you’re just beginning your own wealth journey - Pacific Point gives you the clarity, care, and confidence to take the next step.

Your Legacy Deserves More Than a Fire Sale

You’ve poured your life into your practice - the late-night calls, the tough conversations, the families who trust you with everything. Walking away isn’t just about money… it’s about what happens to your clients, your reputation, and your life’s work.

The problem?

The old way that most advisors go with:

Sell to a stranger who doesn’t know their clients.
List their practice with a broker, waiting months with no guarantees.
Or shut down - leaving clients to fend for themselves. You know you deserve better.

Our Solution:
At Pacific Point, we help independent advisors in Southern California exit with peace of mind:

✅ Direct buyout - no listings, no brokers.
✅ $2M upfront with a $10M+ valuation model.
✅ Earn-out structured around client retention (not just revenue).
✅ 90%+ client retention guarantee.
✅ Flexible: walk away clean, or transition slowly on your terms.

Advisor FAQs

Q: How do I know my clients will be cared for?
A: We assign a dedicated transition team, introduce every client personally, and guarantee 90%+ retention. If we don’t keep them, you don’t pay.
Q: Will I lose control immediately?
A: No. You choose your exit speed. Some advisors walk away in 90 days. Others take 12–24 months to transition out gradually.
Q: Why not just list with a broker?
A: Brokered sales take months, cost 10–12% in fees, and often hand your clients to strangers. Our direct model is fast, fair, and keeps your legacy intact.

The 5 Phases of the Pacific Point Compass™

We’re not here to “sell” you. We’re here to protect what matters most - whether that’s your clients, your family, or your future.

Discovery — Your True North

We begin by uncovering what matters most: your values, goals, and priorities. This isn’t about numbers yet — it’s about clarity.

Valuation & Income — Defining the Foundation

For retiring advisors: What’s your practice worth today?

For investors: How can your income best support your financial growth?

Investments — Building the Map

We design a portfolio tailored to you. Fiduciary-first, tax-smart, and built to weather both calm seas and rough waters.

Protection — Guarding What You’ve Built

We look at risk, taxes, and estate planning. You’ve worked too hard to leave things to chance.

Action & Ongoing Guidance — Walking the Path Together

Financial planning isn’t a one-time event. We check in, adjust, and course-correct to keep you moving toward your goals.

What Clients Are Saying

“I finally feel like my legacy is protected. Pacific Point treated my practice like it was their own.” — Dave F.

“I can sleep at night knowing my money is working for me, not against me. They gave me clarity and direction I’ve never had before.” — Brooke H.

“I love that they don’t just talk about investments — they talk about what those investments mean for my life.” — Rick S.

Why The Pacific Point Compass™ Works

Direction, not confusion. No cookie-cutter plans. Everything is tied to your personal north star.
Built to last. Like a compass, our process works in calm or stormy markets.
Human-first. You’ll never feel like a number on a spreadsheet.

FAQs

Q: What kind of people do you work with?
A: We specialize in two groups — independent financial advisors nearing retirement, and professionals ready to start building serious wealth.
Q: What makes you different from other firms?
A: We don’t sell products, chase commissions, or offer cookie-cutter advice. We’re fiduciary-first — which means our only job is to do what’s best for you.
Q: Where is my money held?
A: Assets are safeguarded by an independent third-party custodian for your protection, with transparent reporting and insured accounts.
Q: What fees can I expect?
A: We charge a transparent percentage of assets under management — no hidden commissions or kickbacks. You’ll always know what you’re paying, and why.

Your Future Deserves More Than Guesswork.

The Pacific Point Compass™ gives you clarity, direction, and peace of mind — whether you’re ready to retire or just getting started.

Schedule Your Free Call to See If You’re a Fit