Client Base Valuation Calculator
Estimate the value of your financial planning and insurance client base
Estimated Valuation Range
$0
Most Likely Value (Quality Adjusted 0.00x)
LOW
$0
0.00x Multiple
HIGH
$0
0.00x Multiple
Valuation Breakdown
Financial Planning Valuation
$0
Insurance Valuation
$0
Subtotal
$0
Quality Adjustment (0%)
+$0
FINAL VALUATION (0.00x)
$0
Note: Indicative valuation only. Actual valuations may vary based on market conditions and due diligence.
Revenue & Age Distribution
Recurring revenue, excl. GST
Recurring revenue, excl. GST
Total Revenue
$0
Adjust client age distribution to refine valuation multiples
💡 Tip: Use 🔒 lock to fix percentages while adjusting others
Financial Planning
Total: 100% ✓
Insurance
Total: 100% ✓
Quality Weighting
Business Fit
Similar philosophy and culture = simpler integration
Professional Level
High quality = higher score and price
Transfer Reason
Retiring vs. potential to re-enter market
Geography
Location impact on client retention
Total Weight: 100% ✓
