What your practice is worth, from every angle
Wealth, life, P&C, group — every revenue line, blended across four methodologies into one defensible number. Live, private, and yours to update whenever the business changes.
One number, four ways of getting there
Multiple of revenue, discounted cash flow, EBITDA multiple, and asset-based value are blended into a single defensible figure — not just the simplest one. Open any methodology to see how it was built.
Wealth, life, P&C, and group — together
Enter five years of history per line and growth is calculated for you, or set it manually. Only run the lines you actually have — a wealth-only practice gets a wealth-only valuation, no filler.
See past your own books, to true earning power
Normalizing adjustments — excess owner compensation, one-time costs, non-operating income — show what your practice earns under new ownership, the way a buyer actually reads it.
A number you can act on, not just admire
Save as many scenarios as you want and export a share-ready report for your accountant or succession planner. And because a number is only useful with context, every valuation links to real specialists — not just an education library — when you're ready to act on it.
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.
