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For Advisors
Exit Planners · Accounting Firms · Certified Financial Planners · Brokers · Attorneys

Your clients are leaving value behind.
Find it first, under your own firm's name.

You enter the owner's answers. The engine scores them against written rules and public benchmarks. The report comes back under your firm's name.

Request a Founding Seat See Seat Pricing
"These groups are the gatekeepers into a business owner's mindset."
Jennifer Rose - Executive Director, Central Fairfax Chamber of Commerce
"Solutions like DealFax are exactly the key to helping unlock where owners are stuck in that mental process."
Rod Volz - Certified Exit Planner & Founder, FutureBridge
Who We Work With
Advisor Types

Exit planners and accounting firms first.
Certified financial planners next.

First: Exit Planners and Accounting Firms
8,000 Certified Exit Planning Advisors, and accounting firms with client advisory services practices. The ten founding seats go here.
Next: Certified Financial Planners
More than 110,000 Certified Financial Planners who advise business owners.
Then: Brokers and Attorneys
Every advisor buys the same seats.

Sources: Exit Planning Institute, 2026; CFP Board, 2026; DealFax advisor interviews, October 2026.

Where It Fits
The Advisor Workflow

Three steps, run by you.

Scoring and benchmarks today. Record uploads and automated record checks in 2027.

Step 1
Advisor intake
You enter the owner's answers. Benchmarks load as you go.
Guided intake
Step 2
Engine scores
300 indicators, 30 dimensions, six areas, one score out of 5.
Live engine
Step 3
Branded report
Under your firm's name. Risks ranked by dollar impact.
A year later
Re-score
Included in every seat. The owner sees what changed.
What It Does for You
Advisor Benefits

Why advisors run DealFax
for their clients.

Every report under your firm's name
Every seat. Every report.
Written rules and public data
Nine public datasets. The same answers return the same score. See the datasets →
Realistic expectations, earlier
Risks ranked by dollar impact. The owner knows what to fix first.
One seat covers every client
Unlimited assessments and re-scores, under your firm's name.
Advisor Seats
2027 Launch Pricing

One seat covers every client.

Unlimited assessments and re-scores for every client, under the firm's own name.

Advisor
$299/mo
One seat
Unlimited assessments and re-scores for every client
Every report under your firm's name
A ranked improvement plan and public benchmarks with every report
Request a Founding Seat
Practice
$599/mo
Five seats on one plan · about $120 a seat
Unlimited assessments and re-scores for every client
Every report under your firm's name
Request a Founding Seat
Enterprise
$999/mo
Fifteen seats · about $67 a seat
$59 per extra seat
Unlimited assessments and re-scores for every client
Every report under your firm's name
Request a Founding Seat
Paid extras · Per client · 2027 launch pricing
Add-ons, per client
$39 a month: monitoring
$295: benchmark range
$395: analyst review
$495: sale-ready package

2027 launch pricing. Ten founding seats for exit planners and accounting firms with client advisory services practices. Automated record checks: 2027.

The Process
Founding Seats

How a founding seat works.

01
Request one of ten founding seats
Exit planners and accounting firms with client advisory services practices. A founder follows up by email.
02
Enter the owner's answers
Owner-operated businesses, $1M to $25M in revenue. Trades contractors first.
03
The report carries your firm's name
Readiness score, owner readiness score, risks ranked by dollar impact, a tiered plan.
04
Re-score a year later
Included. The owner sees what changed before a buyer does.
Get in Touch
Founding Seats

Request a founding seat.

Ten founding seats for exit planners and accounting firms with client advisory services practices. A founder follows up by email, or write to info@dealfax.io.

Scoring rules available for review
Six focus areas and five owner readiness factors, on request.
NDA available on request
Client detail stays between us. Keep the client unnamed until they have agreed. See the privacy notice.
Founding seat request
Seat, owner introduction, or scoring rules

Used only to reply to you. This form posts to our own server. Privacy notice →

Thank you.

A founder follows up by email.