EFuturesCFO · Financial Services Suite
M&A / Practice Valuation Tool
Estimate practice value using revenue multiples, EBITDA multiples, and DCF analysis. Identify the key value drivers and premium factors that impact your multiple.
Valuation Summary
Premium Factors
Value Enhancement Levers
Revenue & Valuation Projection
Methodology
Revenue Multiple: industry range 2-4× recurring revenue. EBITDA Multiple: 8-14× for quality RIAs. DCF: 7-year projection with terminal value (Gordon Growth). Midpoint = average of three methods. Quality score weights: recurring revenue (20%), retention (18%), growth (15%), margin (15%), owner independence (15%), scale (10%), demographics (7%). This is illustrative — actual valuations require detailed due diligence.