Valuation Report

The industry's leading valuation report. Find opportunities for growth in your practice when this report is delivered in hours. Access the inputs for just your name and email.

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1 Your Practice Metrics

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Verify your practice data in this section to get a more accurate practice valuation.

Revenue

Recurring Revenue

Active Clients

Net Asset Flow

Average Rate of Return

0-59 60-69 70-79 80+

Client Age Distribution

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2 Your Data for Peer Comparison

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Enter your practice data in this section to better compare your practice with the industry as reported by Moss Adams.

Assets Under Management

Assets Acquired in 2023

Expenses

New Clients in 2023

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3 Your Practice Trends

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Enter your practice revenue data for the last 5 years in order to get a more accurate picture of the practice trends.

Revenue

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4 Your Contact Info

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Enter your contact information in this section so we can calculate the tax implications more accurately and email you the customized Valuation Report.

Full Name * Please enter your name. It is required for the Valuation Report.

Business Name * Please enter your business name. It is required for the Valuation Report.

Address Please enter your address. It is required for the Valuation Report.

City Please enter your city. It is required for the Valuation Report.

Email *

Phone # * Please enter your phone number. It is required for the Valuation Report.

State * Please select your state. It is required for the Valuation Report.

Zip Code Please enter your zip code. It is required for the Valuation Report.

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Practice Trends
Practice Valuation/Equity Tracking
Deal Terms Analysis
Tax Treatment Analysis

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“So impressed. We have a lot to talk about, especially succession plans.”

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