Business Assessment Tool
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

Complete a free Business Assessment >>

M&A Essentials: Webinar Series

Planning on buying, selling or merging or simply want to discover how to maximize the value of your business? AssetMark’s Mergers and Acquisitions (M&A) Essentials Webinar Series is designed to help you create a solid transition plan and identify areas in your business that improve your overall value.

Webinar 1

Successfully Preparing for a Merger or Acquisition

Thursday, August 10, 4:00 pm ET | 1:00 pm PT

  • Review current M&A trends in the Wealth Management industry
  • Examine the key elements that contribute to a successful merger or acquisition
  • Identify steps you can take to improve the value of your business                                    

Webinar 2

Understanding and Improving Your Value

Tuesday, October 3, 4:00 pm ET | 1:00 pm PT

  • Review a simple business valuation methodology
  • Learn about different financing options and determine factors that impact your value
  • Explore why a complete Business Assessment helps you get a more advanced business value estimate

Webinar 3

Continuity and Succession Planning

Tuesday, December 5, 4:00 pm ET | 1:00 pm PT

  • Explore industry stats on business succession planning and understand the risks of not having a plan in place
  • Learn the key elements of a succession plan and the different types
  • Review common deal structures and options                                                                        

M&A Resources

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.
 

Basic Resources

Buying a Practice: Due Diligence Questions   Icon
Selling a Practice: Due Diligence Questions   Icon
Acquisition or Merger Search Profile   Icon

AssetMark Advisor-Only Content (requires a login)

Sample Confidentiality or NDA Agreement   Icon  | 
Sample Letter of Intent   Icon  | 
Sample Purchase Agreement   Icon  | 
Merger & Acquisition Checklist   Icon  | 

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

The Benefits of a Fee-Based Practice ePaper   Icon
Best Practices for Goal Setting and Tracking ePaper   Icon
5 year Business Goals Workbook   Icon
Creating Your Strategic Plan Worksheet   Icon

Marketing Your Business

Marketing Fundamentals: Systematized & Specialized Marketing ePaper   Icon
Creating a Simple, Smart Marketing Plan ePaper   Icon
Optimizing Your Personal LinkedIn Profile ePaper   Icon
12 Month Marketing Calendar   Icon
Sample Communications Schedule   Icon

Optimizing Your Operations

Segmenting Your Client Base ePaper   Icon
Creating a Service Model ePaper   Icon
Sample Client Review Process Checklist   Icon
Sample Tiered Service Model   Icon

Empowering Your Team

Ideas for Motivating and Rewarding Team   Icon
Job Description Planner   Icon
Performance Review Tool   Icon

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.