Financial Services

At Strong Tower Valuations, we provide certified valuations for businesses in the financial services sector, including wealth management firms, insurance agencies, accounting practices, and financial planning companies. Whether you’re planning a succession, exploring a merger, or preparing for litigation, our valuations provide the clarity and confidence you need to make informed decisions.

Understanding the Value of a Financial Services Firm

In the financial services industry, value is often driven by client relationships, recurring revenue, fee structures, and advisor performance—not just top-line revenue. We take a comprehensive look at the intangible drivers of value and tailor our valuation approach based on your specific firm type and business model.

Key Drivers We Evaluate

• Client retention rates and relationship tenure
• Recurring revenue from AUM-based fees or service contracts
• Advisor productivity and key personnel dependency
• Regulatory compliance history and risk exposure
• Fee structures and profitability by line of service
• Transferability of client relationships
• Reputation, brand equity, and market position

We deliver comprehensive valuation reports that are accurate, certified, and accepted by banks, courts, and regulatory bodies across the country.

When Financial Firms Need a Business Valuation

We support owners, partners, and advisors with valuations for:

• Succession planning and advisor buy-ins
• Exit strategies and firm sales
• Litigation or partnership disputes
• Divorce proceedings and equitable distribution
• Gifting, estate planning, or IRS compliance
• SBA loan requirements

Request a Consultation to discuss a valuation tailored to your financial services firm.

Types of Firms We Serve

• Registered Investment Advisors (RIAs)
• Independent financial planners and consultants
• Broker-dealers and wealth management firms
• Insurance agencies and benefit advisory firms
• Bookkeeping and tax preparation firms

Why Financial Firms Choose Strong Tower Valuations

• Credentialed team with deep knowledge of financial services valuation
• Experience with fee-based, commission, and hybrid revenue models
• Valuations built for transition, dispute, and compliance scenarios
• Clear, detailed reports that withstand legal and financial scrutiny

Make Your Next Move with Confidence

Whether you’re onboarding new partners, restructuring equity, or preparing for a sale, it starts with knowing your true value. At Strong Tower Valuations, we simplify the complex and bring clarity to your next financial move.

Request a Consultation today to begin a professional valuation for your financial services business.