Model the deal before either side signs it
Deal Structure is FindBob's cash flow analysis tool — compare lump sum, fixed, and continuing-payment structures, and see the after-tax outcome for seller and buyer side by side.
Two ways to build an analysis
Enter the seller's trailing-12 revenue to generate three example scenarios instantly, or step through the 8-step wizard for a fully custom structure — buyer details, financing, and payment terms, one step at a time.
Test structures side by side before committing
Compare purchase price, down payment, and payment terms across lump sum, fixed, and continuing-payment structures — then lock in the one that pencils out for both sides.
Both sides, on the same numbers
Every analysis produces two ledgers — after-tax proceeds for the seller, free cash flow and debt-service coverage for the buyer — exportable as a PDF either side can review.
Everything the advisor lifecycle needs
Risk, engagement, and transition — every feature connected in one system, for both sides of the relationship.
Built alongside the firms that run it
Every block is shaped with the home offices and advisors who use it every day.
"FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."
"It's exciting to work with a vendor as experienced as FindBob, but who still brings a fresh resource to the insurance industry. Many of our agents are in either acquisition mode or approaching retirement, and this provides a great way to expand their options beyond their personal network."
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers."
"When your clients know you're gone, they're motivated to look for someone else — the advisors in the marketplace know you're gone too, and they're motivated to get your client. How long is your client going to stay with your practice?"
Enterprise scale, or your first building block. Same platform.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
