DeVoe & Company’s Valuation Service is a Finalist for the 2023 Award Program:
“Growing a $1B firm at 40% a year creates little room for management error. DeVoe & Company’s quarterly valuation work has become a critical dashboard for running the business.””
Your DeVoe & Company Valuation:
More Than Just a Number
Valuation is important. So, we approach it like a science. With over 200 valuations under our belt, we are able to tear your company apart economically and put it back together again using a 30,000-cell proprietary discounted cash flow model. And you are along for the ride. Each valuation engagement is comprised of four to seven meetings with you.
The results? A defensible valuation—and so much more.
Our Tools Help You Improve Your Company’s Value
Through our process, you will learn what is working in your company and—perhaps more importantly—what isn’t. Our analytically rigorous process creates a diagnostic of your firm, and consequently many of our clients now use our valuation as part of their annual planning process. It’s a dashboard they use to run their company and improve its value.
We offer three levels of valuations to fit our clients’ respective complexities and budgets. Contact us to learn the differences between the levels and which level is right for you.
We’d also like to offer a second opinion if you are using a valuation that is not based on a
discounted cash flow method.
Many larger firms rely on us for valuation work - often as part of their annual process. Below are examples of our recent valuation clients. Click through to see more.
Recent valuations for RIAs of $1B or more in AUM. See more.
Contact Lynn at lynn.kennerly@devoe-co.com or call
415-813-5066 x5 to schedule a time for us to talk.
About Valuation Methodologies
Many firm owners use the close of the year to complete their RIA’s annual valuation. Unfortunately, many techniques fail to produce a true market valuation. Watch the video below to learn why using a multiple of EBITDA is insufficient and what should be used instead.
THE DISCOUNT CASH FLOW METHODOLOGY
The Discounted Cash Flow valuation methodology is the most accurate and reliable tool to determine an RIA’s worth. Here's a video explaining the inner workings of a DCF analysis and the importance of using the rigorous calculation process.