Advice Firm Market Appraisal
Start appraisal
Confidential · Indicative only

Advice firm market appraisal

Zurix is a private, business-to-business lender. We do not provide financial advice, do not operate an advice business, and do not acquire or control client books or client relationships.

Disclaimer. This form is provided solely for preliminary information gathering. Any appraisal is indicative only — not a valuation — based exclusively on information supplied by you (not independently verified) and must not be relied upon. We accept no liability for any reliance placed on it. Nothing herein constitutes financial, legal or tax advice, or an offer, commitment, or obligation to purchase, lend, invest, or arrange funding. Any transaction is subject to due diligence, internal approvals, and executed documentation.

Contact details

Your primary contact information

Firm snapshot

Structure, licensing and team overview

Revenue & economics

Best estimates are fine

Book composition

Client base and service distribution

Financial & growth metrics

Performance indicators — best estimates welcome

Operational structure & client profile

Tell us how the firm is set up.

Business model & external engagements

Operational & strategic assessment

Value drivers, funding interest, and exit intent

Operational strength — value drivers

Client-base funding interest

If you're considering unlocking equity in your book without selling it.

Exit / sale intent

Ready to submit your appraisal?

A member of the Zurix team will be in touch within two business days. Everything you've shared stays confidential.

Appraisal submitted

Thank you — a member of the Zurix team will be in touch shortly.