Complete this short form to get an instant, confidential indicative market appraisal range for your advice business — takes about three minutes.
Based on the information provided, the indicative market appraisal range for your advice business is
Businesses with strong persistency, clean client data, diversified revenue and low owner dependence may sit toward the upper end of this range.
Potential funding capacity
Zurix can typically lend up to 80% against a quality recurring revenue book where commission income is predictable, stable and verifiable. Based on your indicative market appraisal, your potential funding capacity may be in the range of
Indicative only — subject to credit assessment, revenue verification and internal approval. This is not a lending offer or commitment.
How this was calculated
Each recurring revenue category is appraised on an indicative range. Upfront and one-off revenue is not included.
| Category | Annual recurring | Indicative range |
|---|
What can lift value
What may reduce value
This indicative estimate assumes that the recurring revenue entered is sustainable, transferable, contractually owned by the business, supported by adequate records and not subject to undisclosed restrictions, prior claims or encumbrances.
The estimate does not include any separate value that may arise from surplus cash, property, technology, intellectual property or other assets unless specifically reviewed by Zurix.
A member of the Zurix team will be in touch to discuss your options. In the meantime, let us know what else you’d like to explore — your information will not be shared with potential buyers or other third parties without your approval.