Get Started
Request an Introduction
Let's talk about
your business.
Owners reach DealFax through their advisor. Tell us about your business and we will introduce you to an advisor who uses DealFax, or answer your question. No pitch, no pressure.
Advisor seats · 2027 launch pricing
Advisor
One advisor seat · unlimited assessments and re-scores
$299/mo
Practice
Five seats on one plan
$599/mo
Paid extras per client: $39 a month monitoring, $295 benchmark range, $395 analyst review, $495 sale-ready package. Advisors hold the seats, and every report carries the advisor's firm name.
Advisors: request a founding seat →