Calculators & Tools

Financial models for RIA valuation, practice management, and client metrics.

Estimate your firm's enterprise value using Adjusted EBITDA multiples based on current market data.

Calculate true CAC including marketing spend and prorated BD salary.

Calculate your firm's NRR, accounting for market drift, lost clients, and wallet share expansion.

Determine how many households a single advisor can handle based on service tier frequency.

Calculate the effective blended fee rate across a tiered AUM schedule.

Evaluate if your firm is over or under-staffed compared to industry benchmarks.

Model the financial outcome of a CPA revenue-sharing agreement.

Calculate the return on investment for adopting new operational software.

Calculate monthly payments for an internal seller-financed buyout.

Calculate true Adjusted EBITDA by adding back owner discretionary expenses.

Estimate AUM at risk of attrition due to wealth transfer in the next 10 years.

Determine your marketing budget based on revenue and growth targets.