Mercer Capital is a business valuation and financial advisory firm.

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How to Value a Wealth Management Firm

Because valuation is a relative concept (one asset is only “worth” something when compared to the worth of other assets), the value of a wealth management firm is very much about context. The particular transactional purpose of a valuation is a context. The firm being valued is a context. The state of the wealth management industry is a context. Each context provides a perspective on the expected returns of an investment in a wealth management firm.

This whitepaper is intended to give a brief overview of relevant considerations of these perspectives on the value of wealth management firms.

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