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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 |
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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.
| Title | Actions |
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No case studies 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.
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 the website's forms shows up here automatically. Search, sort and filter each list; open a lead to see everything they sent, copy it (for example into your Outlook meeting notes) or download it.
These addresses get an email the moment someone submits a website form (the valuation calculator, the Consultation and Sell Your AUM forms). Add or remove people any time.
| Submitted | Name | Company | Phone | Estimated Value | Actions |
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| Submitted | Name | Company | Phone | AUM | Actions |
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From the Consultation page, and the Pareto, Perfect RIA and RTS pages that link to it. Page says which one.
| Submitted | Name | Company | Phone | Page | Actions |
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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.