Where does your
practice stand on the
five markers of value?

Acquirers, aggregators, and large RIAs evaluate practices against a consistent set of markers. Whether you are thinking about a transition, planning succession, or simply want to understand what your practice is worth, this diagnostic gives you a structured read on where you stand and where the most meaningful opportunities lie.

The five markers

Your data never leaves your browser. No account, no email, no signups. All scoring runs locally and nothing is transmitted or stored anywhere.

Approximately 10 minutes

Atlas Value Partners Practice Health Diagnostic

Step 1 of 2

Practice financials and book profile

Use your best estimates. Most advisors can answer these from memory in a few minutes. Nothing is transmitted or stored.

Revenue and AUM

Total Advisory AUM ($M)

Assets under your advisory fee schedule

Total Brokerage AUM ($M)

Non-advisory assets. Enter 0 if none.

Standard Advisory Fee Rate (%)

Your stated or reference rate, e.g. 1.00

Actual Blended Fee Rate (%)

Advisory revenue divided by advisory AUM, times 100

Average ROA on Brokerage AUM (%)

Optional. Will default to 0.30% if left blank.

Client book profile

Total Number of Households

Approximate Average Client Age

Average Client Tenure (years)

How long clients have been with the practice on average

% of Households with a Financial Plan

Households with a documented financial plan on file

% of Households Onboarded in Last 3 Years

An indicator of recent organic growth

% of AUM in Top 10 Households

Client concentration. High concentration is a key risk acquirers price in.

% of Book Managed Primarily by You

Households where you are the primary relationship holder

Atlas Value Partners Practice Health Diagnostic

Step 2 of 2

Operational sustainability

Rate each area on a 1 to 5 scale. Buttons are black, your selection turns clay.

Not in place

No documentation

Early stages

Started, incomplete

Progressing

Documented, inconsistent

Well established

Followed by most

Fully embedded

Everyone, always

Please answer all questions

Where does yourpractice stand on thefive markers of value?

Where does your
practice stand on the
five markers of value?