Value my practice

Your practice. Your next chapter.

Put a value on
what you've built.

This free IFA valuation calculator uses your practice's income, client mix and sale preferences to estimate a sale range. Your report explains the factors behind the figures and compares the available routes. It appears on screen when you finish, with a copy you can download.

Free to useAbout three minutesNo commitment to sell

Your practice

Your funds, your charge and how the practice is set up.

How is the practice owned?

Do you personally advise more than half the clients?

Revenue over the last three years

Do all clients pay on the same published fee scale? Optional

We save your progress on this device. After you continue with your email, your answers are saved with Practice Value as you go. See the privacy page.

A starting point for your next decision

Your clients, where the money sits and your route through a sale all help build the assessment. The result is an indicative model estimate, before tax and transaction costs, not a buyer's offer. Payment shapes are typical terms, confirmed on your call. The model uses published market commentary and stated assumptions, set out on the methodology page.