You know your firm's value, so do we.
Focus Advice Tech lets you put a monetary value on your firm, and improve it.
Most firm owners have a number in their head. Few can defend it.
If you had to put a price on your firm tomorrow, what would it be? More importantly, what would it be next year, after twelve months of effort?
Whether you're running the firm for the next decade or selling in eighteen months, the answer to both questions comes from the same evidence:
- What proportion of clients are tied to the firm, not to one adviser? A book that walks out the door when an adviser leaves is worth a fraction of one that stays.
- What proportion of cases follow a defined process? Bespoke advice means bespoke continuity. That's a list of conversations, not an asset.
- What does the data capture actually show? Inconsistent fact-finds, hand-written notes, missing audit trails. Anything you can't verify is a discount waiting to happen — at sale, at audit, or in your own head.
The firms commanding premium valuations — and the firms genuinely improving year on year, have one thing in common: their advice is structured. Every recommendation is evidenced. Every case follows the firm's defined process. Every output is auditable. That's the difference between a number you hope is true and a number you can act on.
Most advice firms didn't grow up structured. The good news is they don't have to stay that way.
IN BRIEF
Premium firms have one thing in common: their advice is structured. The number you can defend is the number every recommendation is evidenced for.
Tracking firm value, or planning a sale?
Five-minute conversation about where your firm sits today and where the value uplift lives.
A firm you can value. And improve.
Focus's Advice Engine produces every recommendation through the firm's defined process, structured, evidenced, deterministic. That same structure is what lets you put a number on the firm and watch it move.
Run your client base through the engine and see, case by case:
- Which clients sit cleanly within your defined advice rules — the structurally robust core that holds value whether you're running the firm or selling it
- Which need adviser-led handling — concentration risk you can choose to act on now, or accept and price in
- Which are at risk regardless, built on data the firm can't reconstruct, where the value isn't really there to begin with
The output is two things at once. A current valuation you can stand behind. And a list of decisions that move the number, replace the bespoke step here, structure the data capture there. Whether the timeline is "next year's board pack" or "term sheet in eighteen months", the work to do is the same.
PROOF
What evidenced firm value looks like
Up to 50%
Reduction in adviser journey times
90%
Cases auditable end-to-end
60%
Less time per case
100%
Consistent process across cases
14 yrs
Live with NFU Mutual, proof at scale
15 yrs
Zero unplanned downtime in production
See it on a book that looks like yours.
A 30-minute demo of the engine running over a representative client base, surfacing the value you can defend today and the levers that move it.
The tools that build measurable firm value
Firm value isn't a project you start six months before a sale. It's the output of doing the work right, year after year — and the same evidence that improves the firm is the evidence a buyer wants to see.
Advice Engine — Deterministic, evidenced suitability assessments. Produces a structured book you can value with confidence today, and that buyers can value with confidence later.
Advice Delivery — Workflow automation so every case follows your firm's defined process. The book you can describe is the book you actually ran.
Wealth Management CRM — Client data structured around the advice lifecycle, not bolted onto a generic contact database. Single source of truth for what the firm is.
Used together, these turn the firm's day-to-day work into an evidenced, valuable, transferable asset, improving year on year, and ready when you decide it's time to sell.
Find out what your firm is actually worth.
Run your client base through the Advice Engine and see — case by case — the value you can defend today, and the levers that move it. The conversation you want to have whether you're running the firm for ten more years or selling it in eighteen months.