AUM Math
Estimate the AUM you'd accumulate — and see the true cost of delivering those meetings.
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| 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.
Cumulative Value Over Time
* Estimates assume consistent meeting flow and client retention. Revenue reflects annual management fees only.
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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.