Explore our Tools

Our extensive knowledge is backed by profound industry experience and hundreds of representative transactions including Buy and Sell-side M&A.

Tools & Technology

RIA Valuations' unique tools and technology will help you succeed.

Drivers of Value

The goal is simple: to develop an authoritative valuation report that is concise and user-friendly.

Our Goal

ECHELON focuses on ten key drivers of firm value that we have identified: Financial Performance, Growth & Scale, Client Base, Employees, Firm Management, Business Model, Transferability, Marketing, Productivity, and Market Economics.

Processes and Databases

• Buyer database

• Seller database

• PE/VC investor database

• Lender database

• Public company database

• M&A transaction database

• Financing transaction database

• Vendor partner database

Financial Models

• Related to seller proceeds

• Related to buyer outlays

• Related to roll-ups within the industry

• Related to mergers

• Related to capital raising

• Related to investing

• Related to loans& lending

• Related to a diversity of valuation scenarios

• Related to equity sharing & comp. programs

• Related to legal agreements