WDS utilizes a business valuation tool called Truelytics. If you would like to know what your practice is worth, we can run the report at no cost to you. Please do not hesitate to contact us and we can set up a meeting to discuss the process. You can use the tool below to see where you compare versus your peer group. A peer group is calculated based on self-reported AUM benchmarked against a population of independent advisory firms on the Truelytics platform.
Business Valuation Tool
