Our Detailed Report

Our Valuation Methods

Valuation is perfected by having a high quality database of intelligence on the relevant firms, and the practical experience to know which of the 15 different valuation techniques are most appropriate for a given company or situation. Fine tuning of the valuation to match a specific company’s profile in the market includes a host of factors such as growth rates, scale, profitability, life cycle, brand equity, and competitive positioning.  Accordingly, non-customized valuation reports should be viewed as an initial sense of valuation and a starting point for the rigorous analysis that is essential to a company-specific valuation. Below is a chart outlining the four approaches and 15 valuation methods that RIA Valuations may employ depending upon the profile of the engagement.







  1. RIA Valuations Scorecard

  2. Precedent Transactions

  3. Private/Public Comparables

  4. Discounted Cash Flow

  5. Adjusted Present Value (APV)

  6. Multiple of Discretionary Earnings

  7. Capitalization of Earnings

  8. Asset Accumulation

  9. Capitalized Excess Earnings

  10. Book Value

  11. Economic Value Added

  12. Internal Rate of Return (IRR)

  13. Net Present Value (NPV)

  14. Breakup Value

  15. Dilution/Accretion Analysis

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Our Valuation Scorecard 

Our Valuation Process

  • Scorecard Results – receive an accurate indication of where your firm stands relative to the industry; scoring compiled on 70 factors that drive firm valuation

  • Financial Model – snapshot of your firm’s financials as well as projection of your firm’s future state

  • Executive Memo – obtain two-page letter addressing key points related to your firm’s valuation

  • Detailed Report – Scorecard results are interpreted, analyzed, and outlined in this multi-page report; analysis includes your firm’s key performance metrics as well as projections on how your firm can maximize its value in certain areas

  • Report Delivery Consultation – scorecard results delivered by valuation expert

  • Recommendations and Guidance – options on how to improve included as part of the report delivery consultation

Features of Our Valuation

RIA Valuations understands that frequently valuations are conducted in the context of a broader challenge that the firm faces. To solve these challenges, RIA Valuations has developed a set of eleven needs based service packages that highlight the bundles of services that RIA Valuations most frequently recommends to clients as a means of addressing common situations which Advisors face. As a result RIA Valuations provides firms with a valuation service that goes beyond a reductive numerical value by understanding the nexus between valuation and the broader needs that RIAs face.

When Advisors Need Valuations


Valuation Challenges For Advisors

  • You may need to reconcile valuation differences between transactions involving internal and external parties.

  • You need to value a firm with fee-based and/or commission-based revenue.

  • You need to value a firm that does business as one or more of the following: a wealth manager, an investment manager, a broker dealer, a trust company, an accounting firm, an insurance firm, and/or a technology provider.

  • Firms with alternative compensation paradigms.

  • Firms with variable growth or low profits.

  • You need to overcome an industry valuation paradigm that is deeply rooted in folklore as opposed to the theory of finance.

  • You need a valuation that takes into account your firm’s scale, technology, operations, and business model.

  • You may need to estimate synergy value and allocate that to stakeholders in a transaction.

  • You need to develop a valuation methodology for your legal documents that will stand the test of time.

  • In the event of a transaction, you may need to know how deal structure and valuation interact.

  • You need to know how control and liquidity impact valuation and if/when premiums or discounts should be applied.

  • You need to understand the drivers of value and how your firms is doing with each.


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RIA Valuations has the experience and tools to guide you through the complicated and often daunting process of finding the real value of your firm. Using our proprietary valuation scorecard we can ensure you get a fair valuation in any context.

Wealth management firms share unique dynamics that make them difficult to value by generalists. Some challenges faced by RIAs include: