FP Transitions now offers an affordable, reliable method to determine the best value of your financial services practice. As a business owner, you need to know the value of the business you’re building every year – and now you have the means to do that. Obtaining an open market valuation today will help you appreciate and understand the equity you’ve built, as well as the need to protect that value through good succession planning. FP Transitions has the solutions you need, at every stage of your career. Start today!
Comprehensive Valuation Report ($995) | With a Franchise Consultant? Call for special pricing!
To learn the value of your practice, simply follow the steps below:
1) Download the Valuation Agreement and Valuation Questionnaire.
2) Print, complete, sign, and date the Agreement and Questionnaire.
3) Fax the documents to FP Transitions at 503-452-4205.
A member of the FP Transitions team will contact you to collect payment information and schedule your appointment with a Valuation Consultant.
*Pricing Matrix: The results of the open market valuation will produce a range of values based on typical deal terms seen in the open market, which are used to establish the upper and lower quartile of value.