What is your book worth?
Most advisors have never been given a straight answer. Put in real numbers and get a real range, including the parts that make a book worth less, which nobody tells you either.
Nothing here is sent anywhere. This runs entirely in your browser. There is no form, no email required, and no follow-up unless you decide to start one. Figures are a planning estimate for a relationship-based book, not an offer.
Estimated value of your book
$354,578–$423,698
Based on $230,400 in net annual commission at 1.52×, plus $40,000 of commission on travel already booked.
Net commission
$230K
Your annual earnings after the split, and the basis for everything else
Likely retention
66–76%
Share of clients still booking after 12 months
StrongCash at close
$76K
22% of the purchase price, paid on signing
Earnout, first year
$46K
28% of the commission your book earns in year one
Track B· suggested for you
The glide path
You have time, so use it. Keep servicing the clients you love at a strong split while the rest transition gradually. You watch every handover happen before it is final, and the remainder converts on a formula agreed now.
- On clients you keep
- 65–70% commission split
- On transitioned clients
- 25% override
- Term
- 2–4 years, then converts
- Conversion
- Priced on today's formula
What is driving your multiple
Points contributed to a 100-point quality score. The score sets your multiple between 1.0× and 1.75×.
What would move the number
The same book, worth more. These are changes you control.
Re-engage the clients who booked once. Turning one-time bookers into repeat clients raises both the multiple and what you earn between now and a sale.
Broaden beyond your top five. Concentration is priced as risk. Every client you develop outside the top five lifts the multiple.
Write down what you know. Preferences, anniversaries, the room they always ask for. A successor who gets the details right on the first trip keeps the client.
Before you talk to anyone
A readiness checklist built from what you entered.
- Start a written profile for every active client before you begin any conversation. It is the most valuable unpaid work you can do this year.
- You are carrying $40,000 of commission on travel not yet taken. Agree in writing who services those trips and who collects the commission.
- Pull three years of commission statements from your host or consortium. Sales volume is not evidence; paid commission is.
- Read your host or consortium agreement for client non-solicit or right-of-first-refusal clauses before you talk to anyone. They can constrain the whole deal.
- Decide who buys errors-and-omissions tail coverage for trips booked under your business but traveled after you stop.
If the range looks right, talk to us.
The next step is an hour on the phone. It is confidential, involves no paperwork, and quite possibly ends in us telling you to wait two years.
This estimator reflects how relationship-based travel books typically change hands: priced on trailing net commission, paid mostly out of what the book goes on to earn. Terms shown are our standard published structures and the starting point for a conversation, not an offer capable of acceptance. Any agreement should be reviewed by your own attorney and accountant, particularly on accreditation, state seller-of-travel registration, errors-and-omissions tail coverage, and the tax treatment of a sale. Retention figures are our planning assumptions, not guarantees.