For RIA and wealth-practice owners
Know what your practice is worth. Then move the number.
A seven-method valuation built from your own CRM and ledger figures, checked against 23,740 SEC Form ADV filings and published RIA deal multiples. You get a fair-value range, an asking price and a confidence score for the data behind it — inside the AI assistant you already use.
Read the methodology →- First full valuation free
- No credit card
- No standing connection to your systems
Sample report · fictional practice
Karnell Wealth
- Suggested asking price
- $6.2M
- Fair estimate
- $5.7M
- Methods range
- $3.23M–$7.36M
Data confidence: built on a complete set of inputs.
- Comparable deals$7.36M
- Client value$6.51M
- Revenue multiple$6.51M
- % of assets$6.02M
- Cash flow (DCF)$5.57M
- Profit before owner pay$4.48M
- Profit (EBITDA)$3.23M
Computed by the same engine your valuation runs on. Educational estimate, not an appraisal.
Everything a buyer will look at, before they look.
Fair-value range
Low, fair and high — never a single number on its own.
Your asking price
Where to open, derived from the same seven methods.
A data-confidence score
What's verified, what's estimated, what's missing.
Your book-quality score
Six factors that push the multiple up or down.
What moves your number
The specific changes worth the most before a sale.
Seven methods, each shown with its formula and inputs. Every figure comes from a deterministic engine, not generated text.
What owners use it for
Plan succession
See how ready the firm is to change hands: successor, written plan, funded buy-sell, and the quality factors a buyer will price.
See the succession workflow →Check your buy-sell agreement
Compare what your buy-sell funds against today's fair-value range, and see the gap.
See the buy-sell check →Move the number
Turn the drivers behind your valuation into moves you can plan, assign to a person or to the ValuationMCP Agent, and prove on your next run.
See the value-driver playbook →Prepare for a sale
Set an asking price from the same seven methods, then rehearse the buyer's objections privately in the Deal Room.
Try the Deal Room example →Three steps. One conversation.
How it works
Your assistant reads the rows. ValuationMCP gets the totals.
Your systems connect to your assistant, not to ValuationMCP. Each read is a one-time request. Rows are totalled there, and only the totals cross over, each tagged with its source and time.
Your systems and public filings, connected to your assistant
Reads once, in the chat you can see
Keeps totals and where they came from
Wealthbox · household records
Count active households
412
Custodian · positions
Total assets under management
$318M
QuickBooks · general ledger
Trailing twelve-month P&L
$2.58M revenue · $675K EBITDA
advmcp.ai · public Form ADV
Assets as filed on Form ADV
$310M
Stripe · billing records
Invoices paid, trailing twelve months
$2.70M revenue · 6% growth
No standing connections to your systems. Every pull is a one-time request in a conversation you can see. Disagreements come back to your assistant. Both figures stay on file.
Illustrative figures. Shown: working in your assistant. If you connect a system inside the ValuationMCP web app instead, the app keeps an encrypted credential for it, and rows still pass through without being stored. An estimate for planning discussions, not a formal appraisal, an offer or investment advice.
- 01
Create your free account.
- 02
Connect Claude or any MCP-compatible assistant.
The setup is guided, step by step.
- 03
Ask: “What's my practice worth?”
Your assistant gathers the figures from your CRM, ledger and custodian — or you type them — checks what's missing, then runs the valuation.
Don't have every number? Gaps lower the confidence score instead of becoming guesses.
Your numbers stay yours.
No standing integrations
Every pull is a one-time request in a conversation you can see.
Private to your account
Nothing is shared with a buyer unless you approve it.
Cited benchmarks
Public filings and published studies, cited with their vintage.
How it compares.
| Rule of thumb | Formal appraisal | ValuationMCP | |
|---|---|---|---|
| Uses your actual figures | No | Yes | Yes |
| Accounts for book quality | No | Yes | Yes |
| Shows its math | No | Varies | Every method, with formulas |
| Time to a number | Seconds | Weeks | One conversation |
| Cost | Free | Thousands | First valuation free |
| Re-run as your book changes | — | New engagement | Anytime on Owner |
Rule of thumb
- Uses your actual figures
- No
- Accounts for book quality
- No
- Shows its math
- No
- Time to a number
- Seconds
- Cost
- Free
- Re-run as your book changes
- —
Formal appraisal
- Uses your actual figures
- Yes
- Accounts for book quality
- Yes
- Shows its math
- Varies
- Time to a number
- Weeks
- Cost
- Thousands
- Re-run as your book changes
- New engagement
ValuationMCP
- Uses your actual figures
- Yes
- Accounts for book quality
- Yes
- Shows its math
- Every method, with formulas
- Time to a number
- One conversation
- Cost
- First valuation free
- Re-run as your book changes
- Anytime on Owner
ValuationMCP produces educational estimates, not appraisals, fairness opinions, or investment, legal or tax advice.
Start free.
Free
$0
- 1 full valuation, then preview-only reruns — upgrade to Owner to re-value anytime.
- 1 practice
- Unlimited outside-in ADV reads of your own firm
- Practice valuation run and Valuation literacy skills
- One-page artifacts with a ValuationMCP.ai footer
- Workbench and history: view only
Owner
$39/moor $390/yr
Founding members: $290/yr for life, for the first 100 members.
- Your own firm + 1 sandbox practice
- Unlimited runs with saved history
- Every understand, data, sell and succession skill
- Seller deal-room rehearsal and shared rooms
- One-page artifacts
- Workbench and history
- Quarterly re-value nudge
Compare every plan on Pricing. Acquiring firms? See ValuationMCP for buyers →
Questions owners ask.
Find out where you stand before anyone else tells you.
- First full valuation free
- No credit card
- No standing connection to your systems