A formal valuation should be the cornerstone of any wealth or investment manager's developmental priorities and plans, including M&A strategies, equity transfers, succession planning, and continuity planning. Yet few advisors know what their firms are truly worth. ECHELON Partners has conducted more valuations than any other firm in the wealth and investment management industry and can accurately assess the value of your business while identifying strategic opportunities to increase your future valuations.
Mergers & Acquisitions
Whether you are a buyer or a seller, an accurate valuation is one of the most critical elements of the dealmaking process. ECHELON has a true understanding of the most important drivers behind valuations in today’s M&A markets. Our valuation services have contributed to hundreds of mergers and acquisitions and are among the most widely used in the wealth and investment management industries.
As your business grows and your organizational structure evolves, your need to reward and retain your top talent also increases significantly. ECHELON’s renowned valuation services can play a key role in the development and execution of equity sharing or similar rewards programs that are designed to create alignment and drive long-term growth.
A thorough, third-party valuation should be at the core of any internal transition plan. Whether it’s a long-term succession plan or a continuity plan that addresses sudden changes in leadership, ECHELON’s valuation services create internal alignment to support these changes—and ultimately ensure stability in your business for clients and employees.
As firms grow and become more established, changes in leadership and ownership are a natural part of their evolution. ECHELON’s valuation services can assist you as you navigate the need for buyouts due to the departure of leadership, silent partners, or minority shareholders.
ECHELON’s team of managing directors is frequently engaged as expert witnesses to assist with litigation or disputes over the value of an organization. Our objective, third-party position—combined with our active experience valuing hundreds of wealth and investment management firms—can deliver the informed perspective that all parties need to reach a resolution during legal disputes.
Obtain an accurate indication of where your firm stands relative to peers
Utilize detailed financial models of historic and projected income statements
View your firm’s financial profile with our user-friendly graphical analysis
Receive a high-level summary addressing the most salient points of the valuation
Deliver personalized presentations of our valuation directly to key stakeholders
Discuss options on how to improve your firm’s financial profile
Eight Key Drivers of Your Firm's Value
Growth and Scalability
Accounting and Financial Performance
Clients and Client Service
Human Capital and Employees
Legal and Governance
Sales and Marketing
Investments and Portfolio Management
Management and Processes
The 2020 ECHELON Partners RIA M&A Deal Report
Download this exclusive industry research study, which highlights all of the major M&A activity, top deals, and most important trends behind deal-making in the wealth and investment management industries.