Private preparation. Better conversations.
Diligence Room
Hear the other side’s case before you sit down together, whether you’re buying, selling, recruiting a firm or reviewing a member’s practice. Prepare with your own facts, then share on your terms. ValuationMCP keeps your valuation grounded and your private preparation private.
Pick a seat
- Two seats. One engine. Each side prepares in private and chooses what crosses the line.
Deal diligence · two seats, one engine
Prepare privately.
Meet with a clearer position.
Start from one saved valuation, not a new set of invented figures. Your run’s buy or sell lane selects your preparation seat.
Seller preparation · private
Understand the buyer’s pushback.
Explore objections to your asking position, pair them with answers from your saved facts and quality factors, and prepare for discussions about retention, earnings and handover.
Your rehearsal memo is never shown to a buyer.
Buyer preparation · private
Test the seller’s case.
Prepare answers to the seller’s arguments and identify the evidence diligence still needs. Your walk-away ceiling is a boundary for preparation, never an offer or a signal that a firm wants to sell.
Your ceiling and private preparation stay with you.
Free example
Watch an AI buyer and AI seller debate an RIA’s estimated value, then receive an example brief written for both seats, a buyer brief and a seller brief, from filed Form ADV data. This is a simulation, not a shared room with a real buyer.
Public SEC filings come from advmcp.ai; revenue and profit are median-filled estimates. Saved memos, buyer invites and comment threads are full-app features.
Three free runs a day. Firm names are matched against SEC filings on advmcp.ai.
A controlled place to talk
Share the discussion.
Not your whole notebook.
Either side can host an invitation-only room. ValuationMCP keeps the conversation tied to the shared facts, with an AI-assisted agenda and threads for questions and answers.
Seller hosts → buyer joins
The seller selects the figures a buyer can see. The value range and data coverage accompany them. The seller’s rehearsal memo and private coaching stay outside the shared discussion.
Buyer hosts → target joins
The target sees its own filed facts and the information diligence still needs. The buyer’s ceiling, fair value, valuation range, method values and quality scores have no share option.
One room. Three uses.
Deals, recruiting and practice reviews.
Every room keeps the same rules: each side prepares privately, figures come only from the engine, and nothing is shared without a person’s click.
Deal diligence
Buyer and seller · Deal plan
Prepare for an acquisition conversation. Sellers choose which figures a buyer sees; a buyer’s walk-away ceiling is never shareable.
Recruiting diligence
Network and recruit · Network plan
A network’s recruiting desk asks an advisor firm it doesn’t yet have for an educational estimate of its current book. The recruit decides what to share, under a mutual NDA.
Practice review
Network and member firm · Network plan
A network’s practice desk helps member firms move their numbers: request figures, suggest moves and offer professionals. The member chooses what to add to its own plan.
Recruits and member firms join free. Each seat gets its own private preparation and a downloadable brief that the other side never sees.
See how networks use itGrounded, not generated
The figures don’t negotiate themselves.
One run. Traceable facts.
Every rehearsal figure is copied from the saved valuation or public filing evidence. The AI writes arguments, never numbers; results retain their range and data coverage.
A check, not a guarantee.
Jev removes number-bearing AI lines and drops unsupported arguments. This is a rehearsal of possible positions, not a prediction or an audit of your financials.
A brief you can keep.
Reopen saved memos and download a branded private PDF. Connected assistants can offer a preparation page where their surface supports it. Shared rooms receive no private brief.
Before you open a room
Is the free example a real negotiation?
No. It is a simulation using public Form ADV data from advmcp.ai. Revenue and profit are median-filled estimates, not financial figures supplied by the firm. No real buyer or seller is contacted.
What do I need for private preparation?
For deal diligence, the Deal or Network plan and a saved valuation with meaningful results, the free example on this page needs neither. Anyone you invite to a room joins on any plan, including Free. A sell-side run prepares the seller; a buy-side run prepares the buyer. A not-screened target needs target financials before rehearsal is available.
Does opening a room share my private memo?
No. Preparation memos stay private. A seller-hosted room shares only selected figures with range and coverage. A buyer-hosted room shares target facts and diligence needs, never the buyer’s valuation.
Is this an appraisal or transaction advice?
No. Diligence Room is educational preparation, not an appraisal, fairness opinion, or investment, legal or tax advice. A ceiling is not an offer, and nothing here implies a target is for sale.
Better prepared.
Still in control.
Rehearse privately. Share deliberately. Keep the decision yours.
Get the full Diligence RoomEducational estimates and preparation, not an appraisal or advice to transact.