A 5-minute exit check for your owner clients, under your name.
Your client answers from memory on their phone. They get a value range, a path fit, and the gap. You get a meeting brief.
Owners don't bring up succession until late.
Most of your owner clients have no written plan. The conversation is hard to start, and the tools you have seen need certification, a demo, and a long form. Clients don't finish them.
What the Advisor plan includes
- White-label assessment link with your firm's name and logo
- Client result: estimated value range with the math, six-path ranking, the named gap
- Meeting brief by email on every completion
- Client list with status and the date of each result
- A yearly re-check prompt sent to each client in your name
- Unlimited client assessments
No certification. No demo gate. Cancel any time.
The meeting brief
Each completed check sends you a one-page brief. It covers the client's answers, the value range and its math, and the top three paths with reasons. It also names the gap and gives three questions to open the meeting with.
This is an estimate, not a formal valuation.
You stay the advisor.
- Your name is on the check. The client sees you as the next step.
- We never contact your clients to sell them advisory work unless you refer them.
- If your client also builds an estate plan, you can be invited into it as one of their advisor seats.
- For third-party sales, we refer to a broker or marketplace. We are not a business broker.
Advisor plan
$249 a month, or $2,490 a year, per firm
Founding offer: the first 10 firms pay $199 a month.
Billed by the month or year.
Referral program opening soon. Referral program terms
Questions from advisors
Do my clients pay anything?
No. The check is free for your clients. Your firm pays for the Advisor plan.
Is the value range a formal valuation?
No. It is an estimate based on the client's answers and published market multiples.
Who owns the client relationship?
You do. We do not market to your clients.
Does it cover Canada and the US?
Yes. Canadian clients see EOT facts. US clients see ESOP facts.