Business sales
Financial Services Business Valuations
What is your firm really worth?
Before you can plan an exit, you need a clear, honest idea of what your firm is worth and why. If the proceeds are meant to fund your retirement or your next venture, that number shapes everything that follows: when you sell, how you structure the deal, and what’s worth doing first to close the gap between today’s figure and the price you want.
Valuation is not an exact science. Price is only part of the story – a serious buyer is also weighing your recurring income, your client relationships, your team and your culture. Our job is to set all of it out plainly, grounded in real completed deals and real numbers rather than a headline multiple.
How we value your firm
We are solicitors and accountants, not brokers, so the figures are done properly. A Chartered Accountant on our own team builds the valuation from the measures that actually drive a sale in this market:
- Recurring income multiples
- Historic and forecast performance
- Assets under management
We then weigh those numbers against what buyers are genuinely paying today, the tax treatment of the different ways a deal can be structured, and the softer factors – client retention, the shape of your team, the character of your client book – that push a price up or down.
A valuation you can act on
Grounded in the real market
Your figure is built on the transactions actually completing across financial services and the buyers active in it right now, not a generic formula applied to every firm.
Built around your firm.
We factor in your recurring revenue, your clients, your people, and your own objectives and timescale for stepping away – so the number means something for your plans, not just the market’s averages.
A starting point, not a full stop
As well as where you stand today, we show you what would move the figure before you sell – the practical steps that make a firm more valuable and easier to buy – so you have time to act on them.
Start with a free assessment
Our initial Triage assessment is free and without obligation. It’s the sensible first step: a grounded view of what your firm is worth, where the value sits, and what a sale could look like – before you commit to anything.
Book a free Triage assessment
