Know the Value of Your Business
Take our Firm Valuation Calculator Today
*This calculator does not represent guaranteed results, and that it is for educational purposes only.
*This calculator provides an estimated range based on the information entered. Your actual valuation may differ. This is an educational estimate only, not a formal business appraisal, an offer, or a guarantee of value.
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).
Or pick your next step: Book a free call · Get the free selling guide · Take the exit-readiness quiz
Know what your firm's worth
Answer six quick questions in our valuation calculator to better understand the market value of your advisory firm.
Your business is one of your largest assets – and knowing its value is critical to identifying your growth potential, exploring equity options, preparing to sell, or finding a capital partner.
Average client size is AUM ÷ clients; average fee % is revenue ÷ AUM; asset size equals AUM.
Book My Free Valuation Call*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.
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.
- Illustrative structures such as cash up front on a valuation multiple, actual terms depend on your practice's AUM, revenue, and client retention, and will differ.
- Earn-out structured around client retention (not just revenue).
- Transition structured around retaining your client relationships (retention is not guaranteed).
- Flexible: walk away clean, or transition slowly on your terms.
Advisor FAQs
How do I know my clients will be cared for?
We assign a dedicated transition team and introduce every client personally. Our earn-out is structured around client retention, so our incentives are directly aligned with keeping your clients well cared for.
Will I lose control immediately?
No. You choose your exit speed. Some advisors walk away in 90 days. Others take 12–24 months to transition out gradually.
Why not just list with a broker?
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.
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.
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