Step 1 of 3
Firm Profile
Tell us about your business. These inputs power every benchmark and score in your results.
Affiliation Model
Wirehouse
Independent BD (IBD)
Hybrid / Corporate RIA
Solo RIA
Aggregator
Business Scale
Technology and Support
BD provided
Internal CCO
Outsourced
Hybrid
Internal
Outsourced
TAMP
Mixed
Business Value and Client Profile
Industry transactions typically range from 2x to 5x revenue depending on affiliation model, portability, and growth profile. Select the multiple you currently use to think about your business value.
2.0x
2.5x
3.0x
3.5x
4.0x
4.5x
5.0x+
Operating profit margin after advisor compensation and direct business expenses, before owner distributions. This is what a buyer evaluates when determining your multiple.
Please complete all fields before continuing.
Step 2 of 3
Operations & Goals
Rate your current operational state and tell us where you want to go.
Operational Efficiency
How much manual effort goes into preparing for a client review meeting?
Fully automatedBuilt from scratch every time
How often do you enter the same client data in multiple systems?
Almost neverConstantly - every workflow
Strategic Goals
📈 Growth-focused - actively pursuing scale
🤸 Lifestyle-focused - optimizing quality of life
⚖ Balanced - sustainable growth and lifestyle
🚪 Exit / Succession - building toward a transition
How important is it to you to build enterprise value in your business?
Not importantCritical priority
Desire for greater operational autonomy and independence
Content with current modelStrongly desire change
Please complete all fields before continuing.
Step 3 of 3 - Final Step
AI & Modernization
Three quick questions on your automation maturity. Then your full diagnostic is ready.
Automation Maturity
How automated are your day-to-day operations?
Fully manualFully automated
How unified is your client data across all platforms? Do you have to enter the same client data in multiple systems?
Siloed / fragmentedFully centralized
How regularly do you use AI tools in your practice?
Never used AIDaily power user
Please complete all fields before generating your assessment.