For firms acquiring RIAs and advisory practices
Know your walk-away number before you make the offer.
Enter a target's SEC CRD and its Form ADV fills the filed assets and client count. The same seven-method engine returns a walk-away ceiling with its range and a confidence score for the data behind it — inside the AI assistant you already use. Your ceiling is never shared with the seller.
Read the methodology →- 14 days free, then $149/mo
- Cancel before day 14 and pay nothing
- No standing connection to your systems
Card required. One trial per account.
Try the free Deal Room example →Sample report · fictional practice
Karnell Wealth
- Walk-away ceiling
- $5.5M
- Fair estimate
- $5.5M
- Methods range
- $2.96M–$7.36M
Data confidence: built on a complete set of inputs.
- Comparable deals$7.36M
- % of assets$6.02M
- Revenue multiple$5.92M
- Client value$5.92M
- Cash flow (DCF)$5.57M
- Profit before owner pay$4.48M
- Profit (EBITDA)$2.96M
Computed by the same engine your valuation runs on. Educational estimate, not an appraisal.
Overpaying is the most expensive mistake in a deal.
Sellers anchor high.
Your own ceiling gives you a basis for the offer, rather than negotiating from the seller's anchor.
A target's own numbers are a claim, not evidence.
Check them against filed Form ADV assets and clients — and, on retirement-plan books, Form 5500 Schedule C compensation.
Every extra turn of revenue comes out of your return.
Know the range and the assumptions behind it before you negotiate.
What the Deal plan gives you.
A private walk-away ceiling
Range and data confidence alongside the ceiling — never shared with the seller.
Form ADV prefill by CRD
Filed assets and client counts, with supplied figures taking precedence.
Filed retirement-plan evidence
Form 5500 compensation is a floor on plan revenue to check claims against, never a valuation input.
Private data requests
An executed NDA must be acknowledged before figures move, unless the target explicitly waives it.
Deal-room rehearsal
Private preparation that argues the seller's case against your assumptions.
Up to 25 targets
Keep target records, saved valuations and pipeline stages together.
Supplied figures always win over filed ones. Every figure comes from a deterministic engine, not generated text.
Move the number →Filed evidence on every target
Form ADV by CRD
Filed assets and client counts fill in from the target's SEC filing. Figures you supply take precedence.
advmcp.aiStated fees (Part 2A)
The fee schedule the target states in its brochure, from the 2024 archive and shown with its date. Evidence only, never a valuation input.
advmcp.aiForm 5500 Schedule C
Which large retirement plans name the adviser and what they filed paying it. A floor to check plan-revenue claims against, never a valuation input.
5500mcp.aiForm 13F holdings
Listed holdings for confirmed filers, dated and kept separate. Filed holdings value is not total AUM and is never a valuation input.
13fmcp.aiAsk the target, under NDA
ValuationMCP sends the target a structured request for its figures. An NDA is acknowledged before any figures move, unless the target waives it. Figures you accept become target-provided inputs for a new saved valuation, and the request can travel from your assistant to the target's assistant, with a person approving each step.
How agent-to-agent requests work →From target to informed offer.
- 01
Start the trial.
- 02
Connect Claude or any MCP-compatible assistant — guided, step by step.
- 03
Ask: “What should I pay for CRD ___?” Then request the target's figures under NDA to firm up the number.
Your ceiling stays yours.
No standing integrations
Each pull is a one-time request. The seller sees only the request you approve, never your valuation or ceiling.
NDA before figures move
An executed agreement must be acknowledged, unless the target explicitly waives the requirement.
Evidence with its vintage
Public filings and published studies are cited. You can distinguish supplied figures from filed evidence.
Start with Deal.
Deal
14 days free
$149/mo
After the trial, unless canceled. Applicable tax shown at checkout.
- Engage up to 25 targets — each joins on a free account
- Everything in Owner: your firm + 1 sandbox, unlimited runs
- Every buy-side skill, data requests and buyer deal-room rehearsal
- A2A data requests: your agent requests data from your targets' agents, with your approval at every step
- Artifacts + pipeline board
- Quarterly re-value nudge
Compare every plan on Pricing. Valuing your own firm? See ValuationMCP for owners →
Questions acquirers ask.
Walk in with your ceiling. Walk away when it's crossed.
- 14 days free, then $149/mo
- Cancel before day 14 and pay nothing
- No standing connection to your systems