In-Depth Practice Assessment

Who is this for?

This service was designed for advisors with staff and team practices who want a thorough and unbiased view of their practice with actionable recommendations.

How long does this take?

This is a short-term engagement (generally about 6-10 weeks) and involves an extensive data-gathering process. Our team conducts both surveys and interviews of key employees.

What's Included?

Deliverables include a Business Valuation by our M&A experts, a Written Summary of our Findings, and Specific Recommendations. Our team will meet with you to provide a detailed review of our results.

Areas Addressed:
  • Short & Long-Term Practice Goals
  • Vision & Foundation
  • Team Management
  • Business Management
  • Client Acquisition
  • The Client Experience
  • Continuity & Legacy Planning
Special Focus on:
  • Business Value and Growth Metrics
  • Roles and Responsibilities
  • Client Experience & Scalability
  • Team Communications

What's the Fee?

This price includes the Business Valuation. Learn More about our Business Valuations.

Price for Ameriprise Practices - $3,495

(Non-Ameriprise practices are $3,795).

Looking for Something Else?

If you are not quite ready to get started and instead would like a high-level overview of our services, please check out our Quick Practice Assessment.

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