What’s your practice worth?
Get an instant, data-backed valuation of your RIA, CPA, or insurance practice — with implied multiples, transaction-comp benchmarks, and a value-quality score. No login required.
Value my practice — free- RIAs, CPA firms & insurance agencies
- Implied revenue & EBITDA multiples
- Benchmarked to 2025–2026 transaction comps
- Free — no login required
Pick an industry to see the questions for your kind of practice.
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How it works
Three inputs to a defensible number in under a minute.
Enter your numbers
Business type and recent revenue is all it takes to start. Add AUM, EBITDA, recurring-revenue share and client concentration for a tighter range.
See your valuation
An instant low–likely–high estimate with the implied revenue and EBITDA multiples behind it, charted against your sector’s transaction range.
Understand the drivers
A multi-factor quality score shows what’s lifting or dragging your value — recurring revenue, growth, retention, owner dependency — and how to improve it.
Frequently asked
How much is my financial advisory practice worth?
Advisory practices typically sell for a multiple of recurring revenue or EBITDA. RIAs average around 3.27× recurring revenue (roughly 2.0×–4.25× depending on quality) and about 9.98× EBITDA for larger firms. This tool applies sector-specific multiples to your revenue and earnings, then adjusts for value-quality factors like recurring revenue, growth, client retention, and owner dependency.
What information do I need?
At minimum, your business type and most recent annual revenue. Adding your last three years of revenue, AUM, EBITDA or net operating income, recurring-revenue share, and client concentration produces a tighter estimate and unlocks the value-quality breakdown.
Is it really free?
Yes. The quick valuation is completely free and requires no account. Fin.Link members can run the full DCF-based valuation engine, model mergers, and list confidentially to reach qualified buyers.
Ready to act on your number?
Join Fin.Link to run the full valuation engine, model a merger, and list confidentially to reach qualified buyers across the largest community of financial professionals.