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Outdoor Travel Adventures

The Legacy Program

What is your book actually 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.

Your production

Last twelve months. Estimates are fine.

Total booked travel, not commission.
$
$0$10M
Blended across everything you sell. Most luxury books land near 12%.
%
1%25%
If you are independently accredited, this is 100%.
%
30%100%
Cruise deposits, next season's safaris — commission you have earned but not been paid.
$
Your clients

This section moves the number far more than volume does.

Booked with you at least once in the last 24 months.
Repeat clients are the asset. One-time bookers are a mailing list.
%
0%100%
High concentration means a buyer is purchasing five relationships, not a book.
%
0%100%
Australia, New Zealand, Tahiti and the South Pacific, and event-anchored travel.
Preferences, anniversaries, room types, who not to seat together.
The single largest factor. Introduced clients stay; transferred names do not.

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 — the basis for everything

Likely retention

66–76%

Share of clients still booking after 12 months

Strong

Cash 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×.

Personal introductions25 / 25
Repeat clients19 / 30
Spread across clients11 / 20
Client records8 / 15
Destination overlap5 / 10
Quality score69 / 100

What would move the number

The same book, worth more. These are changes you control.

+$19K

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.

+$13K

Broaden beyond your top five. Concentration is priced as risk. Every client you develop outside the top five lifts the multiple.

+$12K

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.

A number is not a plan.

If the range looks like something worth a conversation, the next step is an hour on the phone — confidential, no paperwork, and quite possibly ending 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.