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Valuation calculator

Find out what your business could be worth, and discover how to meet your target valuation.

Are you interested in understanding what your business could be worth? Would you like to understand how to meet your target valuation simply by playing around with some figures? This free valuation calculator tool could be just what you need.

Simply fill in the form fields and our handy little tool will give you an estimated valuation range for your business.

When using our valuation calculator, remember:

  • The true value of your business will also depend on the buyer. Are you offering them a strategic advantage? Or does their size and scale mean they’re worth more and able to put forward higher offers? We often see a spread of valuations offered by different buyers, which is why our calculator provides a valuation range, rather than a single figure.
  • Valuation figures often change. Over the last few years, we’ve seen valuations rise significantly, especially those offered by larger firms. We’ll keep this calculator updated with the latest figures, so check back regularly.
  • This valuation calculator isn’t intended to replace a formal valuation. An accountant looking at this tool would have a field day! But since valuations vary so widely, an indication – like the one provided by our calculator – is often all you need.
  • Some brokers will charge thousands of pounds for a valuation, so try our free calculator first. We’ve seen many broker valuations which make us scratch our heads as they often don’t take external factors into account. Some also give a precise figure, but is this wise when valuations are so fluid?
  • Make sure you choose the right valuation method. The ‘multiple of recurring revenue’ method will probably only apply when you have a small business or client bank to be fully integrated. Larger businesses, or a sale where you’re transferring staff and premises as well as clients, will probably use the ‘multiple of adjusted profit’ valuation method.
  • Apply your own personal objectives to the valuation range given. Usually the higher the offer, the more terms and conditions attached. Think about the highest payers in the market. We all know who they are, and why they can offer so much. Your objectives may be broader than maximising the amount you can receive.

Tell us about your business and get a valuation straight away, no contact details needed

How many households do you provide an ongoing review service to? Please count husband/wife, couples, etc as one.
£
What is your current value of Assets Under Advice (AUA) attracting an Ongoing Adviser Charge (OAC) or pre RDR commission? Please include both pensions and investments.
£
What is your total annual revenue? Please include turnover from all sources.
£
What is your current recurring revenue each year? Recurring revenue could come from Ongoing Adviser Charges (OAC), pre RDR commissions, direct fees etc? Please include both pensions and investments.
£
What is the average age of your clients? Please exclude anyone under the age of 18
£
Do you have other staff members who ideally would remain after the business has been sold?
Is it important to you that the current office location is retained after the business has been transferred?
Do you have any advisers who would remain with the business after the business has been transferred?

From the information you have provided so far, we believe that it is likely your business will be valued based on a multiple of recurring revenue, instead of a multiple of adjusted profit.

We believe that the value of your business is likely to fall into the following range.

£0
Low
£0
Typical
£0
High

If you would like to gain a more accurate valuation please contact is on 0113 4656 111 or email info@theexitpartnership.co.uk

From the information you have provided so far, we believe that it is likely your business will be valued on a multiple of adjusted profit, adjusted for certain factors. To calculate an approximate valuation for your business, we need you to answer a few more questions.

Most businesses are valued as a multiple of EBITDA. This stands for earnings before interest, taxes, depreciation and amortisation. The valuation will be based on a multiple of ADJUSTED profit. This is the profit the acquirer is expecting post-sale.

To work out the adjusted profit figure, you will need to take your current profit figure and apply ‘add-backs’. These include:

  • One-off expenses – for example, you paid for a new website, you took legal advice that year, etc.
  • Director costs – you will no longer own the business, therefore remove all costs relating to the directors including salaries, pension contributions, PMI, car leases etc.
  • Anyone else exiting the business – you can remove their costs.

You will also need to apply ‘take-offs’ – a take-off is a new expense not included in your accounts, but that will be included in a buyer’s future P&L.

Take-offs will include:

  • If you and or the other owners are remaining in the business, what are fair market salaries for your roles? Bear in mind employer NI, pension contributions and other benefits.
  • If other advisers are exiting, do these need replacing? Include fair market salaries for these. Bear in mind employer NI, pension contributions and other benefits.
  • Does the business need other resource, are you currently running the firm overly lean? You need to include any other costs here.

Note – this is for illustrative purposes only. All acquirers will have their own calculation for adjusting the EBITDA based on their business and the cost base, and what they deem are fair market salaries.

Please tell us what your EBITDA was for the last year you have figures. This is your company's profitability of the operating business, so before any interest, tax, depreciation or amortisation
£
Please tell us what your 'add backs are' for the same period (these are one off exceptional expenses, that don't recur) plus the retiring adviser's salaries, pension contributions and other expenses directly related to them
£
Please tell us what the 'take-offs are' for example salaries for ongoing advisers not in the P&L plus their pension contributions
£
Adjusted EBITDA
£

We believe that the value of your business is likely to fall into the following range.

£0
Low
£0
Typical
£0
High

If you would like to gain a more accurate valuation please contact is on 0113 4656 111 or email info@theexitpartnership.co.uk

CONTACT US

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    Main Office: Suite 9 West Wing Jason House, Kerry Hill, Horsforth, Leeds, LS18 4JR

    Registered Office: Marland House, 13 Huddersfield Road, Barnsley, South Yorkshire, S70 2LW.

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