fabe offers financial advisors seeking to purchase/sale a business or gauge transition risk a systematic approach and comprehensive business valuations that give valuable insight on top-tier client relationships. Our proprietary technology measures and assesses the true value of client relationships that equip advisors with actionable business data to make high-confidence, informed business decisions.
fabe ranks and scores critical aspects of “Each and Every Client Relationship” creating appropriate weighted scores based on the client’s specific metrics. Advisors top 20% client relationships are meticulously analyzed to provide an in-depth view of the business.
Utilizing relationship predictive analytics provides users with insightful information to methodically make informed business decisions.
Highlights based on Advisor responses to fabe‘s questions:
Noteworthy responses from Advisor responses to fabe questions:
Fee Advisor charges relationship relative to historical account performance, and fabe proprietary growth score.
fabe ranks and scores individual client relationships in 5 categories; while also providing a separate growth and fee to performance score.
Advisor Business is ranked using fabe‘s (5) Factors Client Evaluation score. Each client is weighted for production value then presented for quintile ranking.