Advisor Book Valuation

As an independent advisor, your value to a firm is derived from your ability to bring in assets and your Assets Under Management (“AUM”).  To ensure you receive the optimum return, advisors should take an independent review of their current book of business to obtain a valuation.

By gaining insight into their practice and unlocking their worth, advisors are able to understand areas for improvement, gain leverage for negotiating with current or potential firms and prepare themselves for any unexpected opportunities or events.

To conclude a valuation of an advisor's book of business, Alchemy Theorem will conduct a book analysis by evaluating key determinant factors using a model statistical and analytical approach.