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FINDBOB FOR DISTRIBUTION

Streamline Advisor Operations with Self-Serve Tools Built for Distribution

Empower advisors with self-serve tools that simplify and streamline their operations.

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Build for agents & advisors

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Accessible Practice Management Tools

Give advisors instant access to essential resources for running and growing their practices.

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Ease of Use

Provide intuitive, user-friendly tools that minimize the need for extensive training or support.

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Increased Advisor Autonomy

Enable advisors to manage their businesses independently while aligning with your strategic goals.

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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.

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Valuation Tools

Provide advisors with accurate DCF and Multiple of Revenue indications of value.

Search Tools

Discovery Tools

Enable advisors to search for opportunities with intuitive map and list-based discovery features.

Financing Tools

Financing Tools

Offer customized lending and repayment calculators to simplify deal financing for advisors.

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Succession Readiness

Help advisors evaluate their preparedness for retirement and create actionable next steps.

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Continuity Planning

Guide advisors in building robust business resiliency plans and filing essential documentation.

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Deal Room

Facilitate secure, private M&A marketplaces for advisors to manage transitions and transactions.

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Partial Sales Tool

Allow advisors to sell segments of their book of business with precision and flexibility.

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Deal Structure Tool

Enable cash flow analysis and deal assessment building to simplify structuring M&A agreements.

Educational Resources

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.

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Valuation Tool: Understand your practice’s worth with accurate, data-driven insights.

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Financing Options: Access tailored solutions to fund growth or transitions.

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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.

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Seamlessly Close Deals with Confidence

Deal Rooms are a secure space for buyers and sellers to connect and finalize agreements.

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For Sellers: Maintain privacy and manage negotiations with ease.

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For Buyers: Discover opportunities and access essential deal details.

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For Both: Streamline communication and documentation in one place.

Shared Value: Close deals faster with confidence and clarity.