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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Saturday, October 3, 2026The Morning Brief →Sign in

The Valuation Desk

What a practice like yours commands, from the multiples reported in the deals this desk covers. Directional, not a fairness opinion — every sale negotiates its own terms.

AUM ($M)Annual revenue ($K)% recurringOrganic growth

Enter your book, revenue, and mix to see the range acquirers are actually paying — drawn from the reported transactions this desk covers. Nothing you enter is published; it shapes coverage of what practices like yours are worth.

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