"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers." FMH President and CEO Ron Rutledge.




More than a Private Marketplace

Rich Profiles
100% anonymous, your agents and advisors will create rich and beautiful profiles that are discoverable on your firm's private white-labelled marketplace.
Intelligent Matchmaking
Our proprietary ranking system matches your distribution based on business, interpersonal, and psychological traits, accelerating meaningful connections with valid growth opportunities.
Explore Opportunities
Users can specify criteria via a traditional list or a powerful map-based search to easily narrow opportunities of interest based on personal or professional requirements.
Share educational information relevant to specific growth & perpetuation interests in the marketplace, via platform generated emails, targeted marketing campaigns and the advisor "goals".
Deal Rooms
Purposefully designed to help sellers establish their succession and selling goals and provides tools to go-to-market safely and confidentially.
Connect Securely
Enterprise users can communicate with one another using an internal private messaging platform.
Confidential proprietary valuation reports based on agent / advisor practice data provided by the users, benchmarked against the rest of the network.
Diligence Tools
Users can keep track of all the profiles they are interested and store research notes within their marketplace rolodex.
Ecosystem Support
Provide access to internal resources or trusted 3rd parties like lenders, business brokers, valuators, or tax specialists to support your users journey.