Sell Your Practice

Don't undersell the business you spent 20 years building

You sell your practice once. We use the 27 levers that raise your value and prepare the business for a clean transition.

Start a confidential intake See the two tracks ↓
Why this matters

You Sell Once. Get it Right.

Most advisors leave value on the table when they transition. The difference comes down to three moves.

01. Create the Valuation

A real number, not a rule of thumb off revenue, and the factors moving it.

02. Work the Pro Forma

We model production mix, fee structure, and client concentration so you see the deal before you make it.

03. Optimize Before Market

A few deliberate moves on your economics can change your multiple, so you go to market at your strongest.

Value your business
Two tracks

When the Transaction Shapes Generations, the Process Has to Match.

Which one fits is the first decision.

Track A

Succession Planning

Three to seven years out
Best fit
Owners with an internal successor in mind, or open to one.
What we do
Introduce you to people who have run this transition. You decide who's in the room.
You walk away with
A short list that fits your practice, timeline, and terms.
Timeline
Months to years, at your pace.
Track B

Complex or Multi-Party

Ready to move
Best fit
Multi-partner cap tables, carve-outs, and roll-ups, or any room with more than two chairs.
What we do
Connect you, confidentially, to qualified buyers we already know. One at a time, under NDA.
You walk away with
A curated buyer list, introductions already made.
Timeline
Your readiness, not ours.
Value your business See your number before you decide which track fits.

How We Work With You

Five steps, each one a conversation, not a checklist. We move at your pace and stay in the room through close.

Start a confidential conversation
01. Confidential intake
Day zero

We listen to your ideal exit and what makes your business strong.

02. Practice profile
Weeks 1–3

We map what makes your practice yours. The things buyers will care about, and the things you will not negotiate.

03. Buyer shortlist
Weeks 3–5

A curated list of qualified buyers, matched to your practice and kept entirely private.

04. Introductions
Weeks 5–12

We introduce you to the right buyer for your practice to maximize your returns.

05. In the room
Through close

More than just an introduction, we stay on for the entire process helping you navigate the transition.

What buyers look at

Capture Your Value.

Before you take the call, know what the other side of the table looks at.

Lens 01

Cash flow

What the practice earns in the buyer's hands.

Buyers ask about
  • Revenue and margins
  • Recurring vs. transactional mix
  • Run-rate adjustments
Lens 02

Client base

Who your clients are and how well they're served.

Buyers ask about
  • Demographics and segment mix
  • Service depth
  • Cross-sell potential
Lens 03

Continuity

What the practice risks losing in the transition.

Buyers ask about
  • Key-person concentration
  • Client retention
  • Team retention
Begin

Schedule a Confidential Conversation.

Maximize your return.

or email contact@revoltfinancial.com

Start the conversation