Receive advice and guidance to interpret your valuation results.
 
 

The Advantage of RIA Valuations' Solution

  • An offering that integrates valuation expertise, with industry knowledge, transaction, and industry expertise, all tailored to meet the specific needs of clients.

  • Valuation capabilities that span a wide range of needs, issues and business models.

  • Deep experience with valuation issues that are unique to the wealth and investment management industries.

  • Use of professionally accepted valuation methods combined with sound industry knowledge to help clients identify, understand, and leverage the economic value of their businesses.

  • Our valuation specialists have practical experience in the field, as well as extensive training in valuation theory and application, accounting, finance, economics and investments.

  • RIA Valuations’ valuations empower executives with the tools they need to appropriately understand how much their firm is worth and know specifically what drives the value of their company. 

  • Valuation reports that go well beyond simply looking at the financial aspects of a firm and rather take into consideration all key functional areas such as operations, human resources, and technology.

  • Riclients receive a high level of focus, quality, efficiency, and responsiveness related to their project and ECHELON’s valuation reports are delivered with a professional and personal touch. 

  • The partners of ECHELON have educational backgrounds grounded in finance and accounting. 

Organizational Assessment

Building Leverage & Capacity

Liquidity Even Structuring & Planning

Succession Planning

Continuity Planning

Manging Growth & Growing Pains

Financial Management

 

Equity Sharing & Management

Development of Leadership & Management

Organizational Structure

Governance: Decision Making, Ownership & Control

 

Strategic & Business Planning

 

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Deliver investment banking, management consulting and valuation services from one platform so as to offer clients powerful, holistic, integrated solutions. 

Boutique Investment Banks

Large Investment Banks

RIA Valuations

M&A Consultants

Firm Description

The leading provider of  valuation and advisory services to $1Bn+ wealth management firms.

Advised on over 250 engagements in the target industries.

Have their own FINRA-registered broker dealer allowing them to legally provide investment banking services.

A wealth of experience advising buyers (not just sellers), private equity investors and merger partners.

Partners have experience working at private equity firms, consulting firms, investment managers, wealth managers and law firms. 

A deep base of intellectual property in the form of databases, research reports, financial models and legal documents.

Partners have significant board-level experience.

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What Sets Us Apart

© 2017 by RIA Valuations™. All rights reserved. RIA Valuations™ and ECHELON Partners are affiliated companies.

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