Transactions
ADVISOR VALUATION
Advisors in need of firm valuations count on Houlihan to provide that maximize the firm’s intrinsic value, whether it be for strategic or financial purposes.
In addition to this detailed valuation analysis, Houlihan provides guidance to advisors regarding compensation and incentive structures that can be supported by the firm’s existing structure and comply with federal and state laws and regulations.
Houlihan's proprietary advisor valuation model uses a fundamental approach to forecast future growth rates across each product/strategy. Other items taken into consideration include management, performance and other fees, current and projected AUM and operating expenses.
Furthermore, we incorporate current market data to get an accurate read on relative valuations. Key metrics which we use include: Transaction Consideration as a percent of AUM, Number of Client Accounts, EBITDA Multiples, RFP Backlog, Historical Hit Rates and Fee Structure.
