Catalog

Skills & artifacts

Every guided workflow your connected agent can run, and the visual artifacts ten of them hand back. Copy a prompt, paste it into your assistant, and the skill is loaded from this server at the moment it is needed.

Valuation Literacy skill icon
Reference
Valuation Literacy

Valuation Literacy

How the seven-method blend actually works — what drives each method, what the quality multiplier touches, what data confidence measures, and the vocabulary that keeps a valuation honest.

Understand
Value my practice skill icon
Workflow
Practice Valuation Run

Value my practice

The full sell-side loop: requirements, gathering from the owner's own platforms, provenance, benchmark sanity-checks, and a confidence-weighted blend presented with its caveats in the right order.

Understand
Sell
What's missing, and is it worth getting? skill icon
Workflow
Data Confidence Triage

What's missing, and is it worth getting?

Turns a confidence percentage into a to-do list — which missing facts cost the most points, which platform holds each, and what the quality factors are silently assuming in the meantime.

Understand
Data
Do these numbers hold up? skill icon
Workflow
Reconcile the Numbers

Do these numbers hold up?

The figures behind a valuation, checked against filed data and published medians — where they disagree, what could explain each gap, and where to go and settle it. Questions for the owner, never corrections to the model.

Understand
Data
What's holding my score back? skill icon
Workflow
Quality Driver Diagnostic

What's holding my score back?

Which of the six quality factors is moving the multiplier, by how much, and what the arithmetic says a different score would do — sensitivity as math, never as advice to change the business.

Understand
Sell
What's the market doing? skill icon
Workflow
Market Context

What's the market doing?

The published multiples your valuation priced off — which size tier you fall in and why, what the whole range does to your number, which two of the seven methods run on figures nobody publishes, and how current the data is.

Understand
What does this number mean? skill icon
Workflow
Valuation Interpreter

What does this number mean?

Reads a completed valuation the way a seasoned practitioner would — why the methods disagree, which number each side of a deal anchors on, what to probe next, and when the situation has outgrown a modeled estimate.

Understand
What changed since last time? skill icon
Workflow
Valuation Delta

What changed since last time?

Compare two saved runs and attribute the movement — business figures, data completeness, assumptions, or settings — so a change in modeled value is never mistaken for a change in the market.

Understand
Sell
How do I compare to firms like mine? skill icon
Workflow
Benchmark Against Cohort

How do I compare to firms like mine?

The first screen already shows your position on three metrics; this skill goes deeper — state and size cohorts, more metrics, the distribution chart.

Understand
Sell
Buy
Argue it from every side skill icon
Workflow
Valuation Council

Argue it from every side

A completed valuation argued from every seat at the deal table — seller's broker, buyer, lender, practice manager, succession planning, business partner, the CPA's after-tax lens, and the bar a credentialed appraiser would set — with a neutral moderator who surfaces where the seats agree, where they diverge, and where the situation has outgrown a modeled estimate. Each seat is a lens on the same computed number, never a character with invented figures.

Understand
Sell
Buy
Succession

Skills and their artifact contracts are served fresh on every call, so a connected client always reads the current edition — nothing to install and nothing to reconnect. Output is an estimate for planning discussions, not a formal appraisal or an offer.