How much of the value walks out with you?

Eight questions on where the client relationships actually sit, and what a buyer does with the answer.

Tick what is true. This is the single biggest swing factor in what a small advice business is worth, and the one owners most consistently underestimate.

Clients ask for me by name when they callI am the only adviser who has met the ten largest clientsClient history sits in my head or my inbox rather than the systemI write every suitability report myselfI am the only one who does the annual reviewsThe firm's name means less to clients than mine doesThere is a second adviser clients already knowSomeone else could run the firm for a month without me

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What it measures

Whether clients bought the firm or bought you. In a small advice business this is the single biggest swing factor in what a buyer will pay.

What moves it

A second adviser on your largest relationships, client contact held in the firm's systems rather than your inbox, and a proposition clients could describe without naming you.

Also useful

The other tools

What is my practice worth?

An indicative range for an advice book, built from recurring income, client mix and concentration.

Succession readiness score

Twelve questions on how saleable the firm is as it stands today.

Exit timeline planner

Which of the two routes fits the date you actually have in mind.