Advanced Calculators
Five calculators to show you exactly what one client — and the system that delivers them — is actually worth to your practice.
Calculator 7
| Time Horizon | New Clients | AUM Added | Yr 1 Rev | 5-Yr Rev | Total Cost | Enterprise Value |
|---|---|---|---|---|---|---|
| 3 Months | 2 | $2.25M | $17K | $84K | $18K | $51K |
| 6 Months | 5 | $4.50M | $34K | $169K | $36K | $101K |
| 1 Year | 9 | $9.00M | $68K | $338K | $72K | $203K |
| 3 Years | 27 | $27.00M | $203K | $1.01M | $216K | $608K |
| 10 Years | 90 | $90.00M | $675K | $3.38M | $720K | $2.02M |
* Enterprise value based on a 3× multiple of annual recurring revenue. Estimates assume consistent meeting flow and client retention.
Calculator 1
See what your meetings are actually worth — with the cost of the partnership factored in. Drag the years slider to see how costs and revenue evolve over time.
Additional Services (per client + close rate)
Monthly Partnership Cost
Results Over 3 Years
Revenue vs. Cost
* AUM fees account for asset transfer lag. Planning fees are one-time per client. Insurance & other services start immediately. Does not include market growth or client churn.
Calculator 2
From meetings to closed clients — see your full revenue picture across 1, 3, 5, and 10 years, compared against marketing cost.
Monthly Pipeline
Additional Services (per client/yr + close rate)
Monthly Marketing Cost
Year 1 Revenue Breakdown
* Uses cohort model with annual retention. AUM fees reduced by asset transfer delay in first year. Does not include AUM market growth. New clients added each year.
Calculator 3
10-Year Cumulative: Costs vs. Revenue
Cost Model
Calculator 4
Your practice is worth a multiple of its recurring revenue. Add AUM today, and you're building exit value — not just income.
Typical RIA multiples:
· Small firms ($10–50M AUM): 2–3× revenue
· Mid firms ($50–200M AUM): 3–4× revenue
· Large firms ($200M+ AUM): 4–5× revenue
Adding $10.00M in AUM doesn't just generate income — it builds $300K in enterprise value for your eventual exit.
* Multiples vary by firm size, growth rate, and market conditions. Consult a business valuator for a formal assessment.
Calculator 5
One client doesn't just bring their assets — they bring their entire network. This is why referral-based practices compound faster.
Referral Rate Guide:
· 25% = Conservative (1 in 4 clients refers)
· 50% = Strong (1 in 2 clients refers)
· 100% = Exceptional (every client refers 1+)
* Based on first-level referrals only. Multi-generational referral chains would increase this further.
Calculator 6
One client acquired today doesn't just generate this year's fee. They generate compounding revenue for decades — including market growth, referrals, and cross-sells.
Includes market growth on AUM and client retention compounding. Does not include referrals or cross-sell revenue — which would increase these figures significantly.
* Projections assume consistent management fees and do not guarantee future performance.
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