Sign in to manage offers.
Upload a CSV or Excel file to replace all existing offers. Columns needed: Name, Offer Total, AUM, % Sold at Multiple, Top Line Revenue
| Company (Confidential) | Location | AUM | Revenue | Offer Value | % Sold | Multiple | Closed | Actions |
|---|
No offers yet. Create one above.
Choose a resource type, then upload a CSV or Excel file to replace all existing entries of that type. Columns needed: Title, Description, Link, Image, Video. Link is optional if the entry doesn't need to go anywhere. Image should be the exact filename of a picture already added to your site (e.g. Podcast1.avif). Video should be a link to where the video is hosted (e.g. YouTube or Vimeo) for entries that need a video instead of a picture. Leave either blank and add it afterwards by editing that resource below, or use a plain icon instead.
| Type | Title | Description | Link | Media | Actions |
|---|
No resources yet. Create one above.
Pull in the latest mentions from your Google Alert. New ones land below for you to review: tidy up the title, description and image, then approve to add them to the Media section of your Resources page, or reject them. Approved and rejected alerts are removed from this list so it stays short.
Nothing waiting for review right now. Click "Check for New Alerts" to pull in new mentions.
Add a client here to give them their own progress portal. A client signs in with the email you enter below, so set up their sign-in account with that same email from your site's Setup page under Members.
| Client | Login Email | Consultant | Support Staff | Stage | Target Close | Actions |
|---|
No clients yet. Add one above.
One place for every client's buyer outreach, no need to open each client separately. Pick a client below to see or update who's received their profile, meeting status, LOI status, and next steps. This shows automatically on that client's portal once they reach "Intro Calls with the Firms."
Clients who are under a signed LOI can view this list on your site. Hourly fee and buyers worked with are for your reference only and never appear publicly.
Attorneys who fill out your intake form land here. Adjust anything before approving, and the attorney is added to your public list. Either way, once you approve or reject one it's removed from this list.
No new applications waiting for review.
| Name | Company | Phone | States | Hourly Fee | Actions |
|---|
No attorneys added yet.
Every submission from your valuation calculator and your consultation request form shows up here automatically.
These addresses get an email the moment someone submits either form. Add or remove people any time.
| Submitted | Name | Company | Phone | Estimated Value | Source |
|---|
No valuation submissions yet.
| Submitted | Name | Company | Phone | Best Time | Notes | Source |
|---|
No consultation requests yet.
Add everyone you want listed on your public Team page. Group each person under Partner, Operations Team, or Consultant. Add fun facts (one per line) and they'll appear when a visitor hovers over that person's photo. Leave them blank and nothing happens on hover.
| Photo | Name | Title | Tier | Phone | Actions |
|---|
No team members yet. Add one above.