Plannedbusiness · medium · 2–4 quarters
Close the operating-margin gap to your size tier
You keep 20.4% of revenue as profit against about 27.8% for firms your size.
system-pulled · QuickBooks (simulated)Worth about
$249K
Valuation for RIAs and wealth practices
What's your practice worth, and what would raise it? Your systems already know.
ValuationMCP values your practice inside the assistant you already use: Claude, ChatGPT or any MCP client. Your assistant gathers the totals from your CRM, billing, ledger and portfolio accounting, and ValuationMCP returns a seven-method valuation with its range, then shows which moves would raise it, what each is worth, and helps you work them.
Works inside Claude and ChatGPT. Speaks A2A, the open agent protocol built into Google Cloud, Microsoft and AWS platforms.
Sieve
Your assistant reads the rows. ValuationMCP gets the totals.
Illustrative · demo practice
Alder Ridge Advisors
Valuation Calculation
Data coverage 88%
Suggested asking price
$4.21M
Fair estimate
$3.83M
Range
$2.33M – $5.99M
Fair $3.83M
Revenue Multiple
confidence 92
EBITDA Multiple
confidence 84
EBOC Multiple
confidence 35
Sits out · no owner compensation on file
Discounted Cash Flow
confidence 62
Client Value
confidence 58
AUM Percentage
confidence 88
Comparable Transactions
confidence 74
$2M$4M$6M
Suggested asking price $4.21M
01 · The number
Seven methods. One range. No AI in the math.
The engine runs seven valuation methods on your figures, blends them and shows the range they span. The same inputs always return the same figures, and every saved run records the engine version that produced it.
Read the methodologyIllustrative · demo practice
Alder Ridge Advisors
Move Your Numbers
Planned 1 · Suggested 2 · Verified 0
Suggestedbusiness · medium · 2–4 quarters
Convert transactional revenue to recurring advisory fees
65% advisory fees.
system-pulled · BridgeFT (simulated)Worth about
$217K
Suggestedbusiness · medium · 1–3 quarters
Formalize the service model to lift household retention
87% of households retained last year.
system-pulled · Wealthbox (simulated)Worth about
$174K
Each move is priced on its own, every other factor held still, so moves are never added together.
02 · The moves
Then it shows you how to raise it.
Every driver holding the number down comes back priced. The engine re-runs your valuation with one driver at target and everything else held still, then turns it into a plan you can keep, hand to a colleague or consultant, or give to the ValuationMCP Agent.
Move the numberIllustrative · demo practice
Alder Ridge Advisors
Client Concentration
Before15/100
After95/100
Client concentration score, read from BridgeFT via MCP (simulated) on the later run.
- PlannedThe owner committed to the move; assigned to ValuationMCP Agent (Claude), monthly.
- In progressFrom the agent’s report.
- Done reportedThe owner confirmed the agent’s report.
- VerifiedSet by the proof rule on the next valuation.
A verified move proves its metric moved. It isn't credited with the change in value.
How verification works →03 · The proof
Your next valuation verifies it.
When a later saved valuation shows a move's proof metric moved, with a recorded source, the server marks it verified. Nobody sets verified by hand: not you, not an assignee, not an agent.
See how moves are tracked04 · Your seat
One engine, whichever seat you're in.
Practice owners
Know your number, then work the moves that raise it.
Free: 1 full valuation, unlimited outside-in reads of your firm and one planned move.
For practice ownersBuyers and sellers
A walk-away ceiling for buyers, a defensible ask for sellers.
Deal: your own firm plus up to 25 targets, the deal room for either seat, and a 14-day trial.
For buyers and sellersNetwork
Practice health and succession across every firm in your enterprise.
Network: the console and Insights across your member firms, each shared with its consent.
For networks05 · Why you can trust it
Figures you can check.
ValuationMCP comes from the team that built Truelytics.
- Figures come from the engine
- Assistants and agents write words. Every figure is the deterministic engine's, with its formula and inputs.
- Every source is named and dated
- Filings, connected systems and published benchmarks each carry their name, date and job.
- Only totals are saved
- Each with its source. Household rows are read for analysis and never stored; only the totals checked off are saved.
Find out what your practice is worth.
Before you start
Is this an appraisal?
No. ValuationMCP produces a modeled estimate for planning discussions, always shown with its range, its data coverage and the assumptions behind it. It is not an appraisal, a fairness opinion, an offer, or investment, legal, tax or M&A advice. When a situation has outgrown a modeled estimate (a dispute, a divorce, an estate), the output says so and points you to a credentialed appraiser.
Does ValuationMCP see my client data?
No client names, account numbers or positions are saved. Household rows are read for analysis and never stored; only the totals you check off are saved, each with its source. See Trust & data use.
Which assistants work with it?
Any assistant that supports MCP. Claude is the reference client. Enterprise agents can also send and answer data requests over A2A; see the Enterprise section.
What does it cost to start?
Your first full valuation is free. Owner is $39/mo or $390/yr (founding members: $290/yr for life, for the first 100 members), Deal is $149/mo or $1,490/yr with a 14-day trial, and Network pricing is tiered by the total number of advisors in your network, not seats. Contact us for Network pricing. See pricing.
The Free plan includes 1 recorded valuation, the whole workbench to read and unlimited outside-in reads of your firm. ValuationMCP produces educational estimates. It is not an appraisal or a fairness opinion, and it is not legal, tax or investment advice.
MCP-native · A2A-compatible