Accessible Practice Management Tools
Give advisors instant access to essential resources for running and growing their practices.
Ease of Use
Provide intuitive, user-friendly tools that minimize the need for extensive training or support.
Increased Advisor Autonomy
Enable advisors to manage their businesses independently while aligning with your strategic goals.
Scalable Engagement
Free your team to focus on strategic initiatives by equipping advisors to self-serve routine practice management tools.
Drive Advisor Engagement with Tools That Inspire Success
Equip advisors with personalized insights, actionable tools, and AI-driven support to help them achieve their goals and deepen their connection to your organization.
Valuation Tools
Provide advisors with accurate DCF and Multiple of Revenue indications of value.
Discovery Tools
Enable advisors to search for opportunities with intuitive map and list-based discovery features.
Financing Tools
Offer customized lending and repayment calculators to simplify deal financing for advisors.
Succession Readiness
Help advisors evaluate their preparedness for retirement and create actionable next steps.
Continuity Planning
Guide advisors in building robust business resiliency plans and filing essential documentation.
Deal Room
Facilitate secure, private M&A marketplaces for advisors to manage transitions and transactions.
Partial Sales Tool
Allow advisors to sell segments of their book of business with precision and flexibility.
Deal Structure Tool
Enable cash flow analysis and deal assessment building to simplify structuring M&A agreements.
Educational Resources
Provide on-demand access to courses and guides tailored to advisor growth and transition goals.
Simplify Practice Management with Powerful Tools
Equip yourself with resources to grow, protect, and transition your business.
Valuation Tool: Understand your practice’s worth with accurate, data-driven insights.
Financing Options: Access tailored solutions to fund growth or transitions.
Catastrophic Planning Tool: Protect your business with contingency plans for unforeseen events.
Deal Structure Tools: Dispassionately analyze deals and cash flows from both the buyer and seller perspectice.


Seamlessly Close Deals with Confidence
Deal Rooms are a secure space for buyers and sellers to connect and finalize agreements.
For Sellers: Maintain privacy and manage negotiations with ease.
For Buyers: Discover opportunities and access essential deal details.
For Both: Streamline communication and documentation in one place.
Shared Value: Close deals faster with confidence and clarity.