Radar Results Price Guide to June 2022

BASED ON REVENUE TYPE AND AGE

Revenue Type and Age	Recurring Revenue Multiple
Investment and super clients (aged 80 yrs+)	0.8x to 1.0x
Investment and super clients (aged 65 -79 yrs)	1.7x to 2.3x
Investment and super clients (aged up to 64 yrs)	2.2x to 2.8x
Risk clients (under 55 yrs)	2.2x to 2.7x
Risk clients (aged 55 – 60 yrs)	2.0x to 2.3x
Risk clients (aged 61 yrs+)	1.0x to 1.5x
Mortgage clients – home loan trails	2.25x to 3.25x Previously 2.1x to 3.0x
Accounting fees – business clients	0.90 x to 1.25x
Accounting fees – individual returns	0.5x to 0.9x

BASED ON FEE SIZE PER CLIENT

Revenue Type	Recurring Revenue Multiple
Investment and super clients Average fee per client $2,000 to $4,000 per annum Average fee per client $4,000 to $10,000 per annum	2.2x to 2.5x 2.6x to 3.3x
Risk insurance clients Average fee per client $2,000 to $4,000 per annum Average fee per client $4,000 to $10,000 per annum	2.2x to 2.5x 2.6x to 3.3x
Accounting fees – business clients Average Fee per client $2,000 to $4,000 per annum Average fee per client $4,000 to $10,000 per annum	1.10x to 1.20x 1.25x to 1.35x
Accounting fees – individual returns	0.5x to 0.9x

 

The multiples above can vary depending on the terms the vendor offers to the purchaser when selling, the location of the vendor’s clients, the client’s ages and the investment products recommended. The account balances of each client are essential with the fee-for-service charge—average fees per client between $4,000 to $6,000 per annum command the higher multiple.

Multiples paid for risk books or insurance-revenue-based practices will depend on the client’s occupation, age, premium size, policy type and the geographic location of the clients. The multiples displayed above are for high-quality risk clients with clients ages of between 35-55 years and where the policy owner is a small business owner or a professional based in a capital city.