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WebJul 15, 2024 · Buying a financial advisor book of business could further grow the value of your practice so you could sell for more on the open market later. ... Given the level of deal activity, other advisors and firms could be highly interested in buying your practice. While you typically need a book of over $30 million in assets to find a deal partner, we ... WebMar 25, 2013 · However, as noted earlier, most of those looking to buy financial planning practices are not in the position of third-party investors; the goal is not to generate a … WebConsider Your Firm’s Present Value of Income. One approach to valuing your financial advisor practice is to consult with an experienced accountant to calculate the income valuation methodology. The present value of income approach projects a full decade of revenue moving forward. The practice’s margin in this period of time is also projected. goldburg high school