Welcome to your Pathway Planner
To find out what your business might be worth, you can use this quick assessment, where we’ll ask you a few questions about your business, goals and preferences. To prepare, it may be helpful to have a few key details to hand, such as:
Percentage split of products you advise on- Average age of your clients
- Total AUM for your firm
- Annual revenue from ongoing advice fees
The Pathway Planner will only take a few minutes to complete and will give you an approximate valuation range for your business, and the ability to schedule a free, no-obligation discussion with a Bankhall specialist to help get started on matching you to an ideal buyer.
Things to note when using our Pathway Planner:
- The true value of your business will depend on the buyer. You will often see a spread of valuations offered by different buyers which is why our Pathway Planner provides a valuation range, rather than a single headline figure.
- The Pathway Planner uses a “multiple of ongoing advice” method to provide the approximate valuation range. This method will probably only apply when you have a smaller business or are only selling a client bank. Larger businesses, where you are transferring clients, staff and premises, will likely use an adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortisation) valuation method.
- This valuation is not intended to replace a more formal valuation. Rather, it provides an approximate valuation range. We will create a more detailed and accurate valuation of your business as we progress through the Exit Pathway journey.