Valuation & Deal Services

Elite Consulting Partners consults with financial advisors and teams that are contemplating a transition to a new broker-dealer, rolling into an RIA, or succession planning. Elite Consulting Partners assists in finding options that best meet their business, professional, and personal needs. Because of our experience and knowledge we can provide you with a free valuation or deal analysis on the type of offers one might expect prior to entering into the market or selling to a partner.

Whether you are a buyer or seller, industry-specific knowledge is essential to calculating the true market value of a business or advisor practice. Beyond rumors and the speculation of deals, an intimate knowledge of the current transition deals is required to arrive at a fair and accurate valuation. Our owner, Frank LaRosa is an expert at understanding the value-drivers of a business, what firms will focus on when pricing a deal, the value of various deal structures, and recognizing the value of your business at various firms. Simply multiplying your revenue by 2X or 3X will not give you an accurate measure of the value of your practice or business. We will give you a more accurate and realistic value of business or practice.

For a confidential discussion regarding our valuation services for your company or practice, please contact our valuation experts today.