Registration is open for DeVoe Elevate 2026!
Services
/
valuation

Know Your Firm's Worth

Understanding your firm’s value is the first step toward unlocking its full potential. We turn knowledge into power that drives real, lasting value.

How it works

Unlock the Value of Your Business

A valuation should do more than set a price. It helps you understand what’s working in your business, where value is being created, and where it may be at risk. Updated annually, it serves as a dashboard to track performance and gives you the power to make informed decisions. Our proprietary 30,000-cell discounted cash flow model provides a clear, objective view of your firm—turning valuation into a practical tool for planning, not a one-time exercise.

‍

We offer three valuation options tailored to your firm’s complexity and budget, and are happy to provide a DCF-based second opinion if you’re using a different valuation approach.

Our Approach
We define your ideal acquisition profile and proactively identify unique, off-market strategic opportunities.
Our Approach
We define your ideal acquisition profile and proactively identify unique, off-market strategic opportunities.

Process

DCF Model

Firm value is best measured by calculating the present value of the net economic benefit a subject company is projected to yield.

‍

Expected cash flows are modeled forward and then discounted back to present value at a rate commensurate with risk.

Analyze
Analyze historical performance for trends.
Project
Project cash flows for a 5-year period.
Determine
Determine year 5 terminal value.
Calculate
Calculate the present value of the annual cash flows and terminal value using the appropriate discount rate.

Valuation Methodology

In this video Adam Levy, walks through the inner workings of a discounted cash flow (DCF) analysis, showing why a rigorous, detailed calculation process is critical to understanding your firm’s true value and making informed decisions.

Discover Your Firm's Value.

Get a clear gut check and uncover opportunities to grow its worth.
Learn More

SPECIALIZED SOLUTIONS FOR RIAS

Continue Exploring

Explore

Consulting

Firms often face pivotal decisions that shape their future. We provide the experience, insight, and proven process to guide your firm toward lasting value.

Explore

M&A Advisory

Many firms underestimate the complexity of M&A. Our approach is deliberate and strategic, focused on finding the right partner for your business, your people, and your legacy.

Explore

Growth

Sustainable growth requires focus and commitment. We help you design and implement repeatable growth engines that drive scalable, sustainable performance.

Proven Success

Hear From the Leaders We've Advised

“DeVoe & Company has the team, approach, and broadest set of capabilities. They are our long-term thought partner.”
“DeVoe & Company helped educate us on the nuances of understanding and negotiating a transaction where everyone wins. We couldn’t have done it without them.”
“This Growth Accelerator is great not only for tactical strategy, but also for providing insights into the growth mindset required to execute it.”

Connect with Us

We're the Experts
— Guiding You to Success

We help advisors build better businesses. With perspective from leaders who’ve sat in your shoes, our team moves your firm toward the future you want.

Start a Conversation