Whether you’re looking to buy another practice, sell yours, or simply want to discover how to maximize the value of your business, AssetMark’s Business Assessment Tool is the perfect starting place. With just a few simple inputs, the Business Assessment Tool allows you to:
Determine the estimated value of your firm
Compare your estimated valuation to similar industry benchmarks
Review performance indicators to identify areas of your business which may need attention
Planning on buying, selling or merging? We can help
Structuring your business transition to address your unique issues is as crucial as the plan you created to grow your business. If developed properly, a solid transition plan can help you determine and schedule your transition on your terms.
Buying a Practice: Due Diligence Questions
Selling a Practice: Due Diligence Questions
Acquisition or Merger Search Profile
AssetMark Advisor-Only Content (requires a login)
Sample Confidentiality or NDA Agreement |
Sample Letter of Intent |
Sample Purchase Agreement |
Merger & Acquisition Checklist |
Maximize Your Value
After completing your business assessment, use your Value Maximization Index® score to identify areas of your business that need attention. Below are resources to help you begin improving your business.
Managing Your Practice
5 year Business Goals Workbook
Creating Your Strategic Plan Worksheet
Marketing Your Business
12 Month Marketing Calendar
Sample Communications Schedule
Optimizing Your Operations
Sample Client Review Process Checklist
Sample Tiered Service Model
Empowering Your Team
Ideas for Motivating and Rewarding Team
Job Description Planner
Performance Review Tool
Valuation ranges provided through the Business Assessment Tool are for illustrative purposes only, and in no way constitute a guarantee of individual practice valuation by AssetMark. Actual practice valuation may vary from tool results.
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