For Advisors
Brokers · CPAs · Exit Planners · M&A Attorneys

Your clients are leaving value behind.
DealFax helps them find it first.

Most of your clients arrive at your table without having done the operational work that would make your job — and their outcome — significantly better. DealFax closes that gap before you engage.

Get in Touch View Our Methodology
"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

Built for the professionals
who work with sellers.

Business Brokers & M&A Advisors
Refer clients who need operational preparation before they're ready to list. DealFax gives them a clear picture and a prioritized plan — so they arrive at your engagement in a stronger, more defensible position. Better-prepared sellers close faster and with fewer surprises.
CPAs & Financial Advisors
Your clients trust you with their financials. DealFax handles what happens on the other side of the income statement — the operational and structural factors buyers examine beyond the numbers. A DealFax assessment complements your valuation and tax planning work.
Exit Planners & Estate Attorneys
Exit planning works best when the business is operationally ready before the plan is executed. DealFax provides an independent scored assessment — a baseline document that anchors the planning conversation with evidence rather than owner estimates.
Where It Fits
The Advisor Workflow

DealFax happens before you engage — and makes the engagement better.

DealFax is not a competing service. It's the work that happens upstream of your engagement — so that when a client arrives at your table, the operational picture is already documented, the gaps are already identified, and the conversation can focus on strategy rather than discovery.

A DealFax report also gives you, as the advisor, an independently sourced document to reference when advising clients on pricing, deal structure, and remediation priorities.

12–24 months before listing
Owner considers an exit
Most owners are thinking about it years before they act — but don't know where to start.
DealFax engaged here
Assessment & remediation
Operational inspection completed
Score delivered. Gaps identified. 90-day plan in hand. Owner has time to act.
DealFax delivers report + roadmap
Your engagement begins
Broker / advisor / CPA engaged
Client arrives with a documented operational profile, known gaps addressed, and an independently sourced readiness score.
Transaction
Better terms, fewer surprises
Fewer closing conditions. Cleaner diligence. Documentation that speaks before you do — not just seller assertion.
What It Does for You
Advisor Benefits

Why advisors refer their clients
to DealFax before engaging.

Client arrives with documentation
Instead of beginning with months of information-gathering, your engagement starts with a 30-dimension scored baseline. Less discovery friction. More time spent on strategy.
Independent third-party validation
DealFax findings are cross-referenced against 16 named public datasets — federal benchmarks, Census data, reputation signals, and state compliance records — giving you an independently sourced document to reference when advising on pricing and deal structure. See the full data stack →
Realistic expectations, earlier
Clients who understand their operational gaps before listing are better positioned when diligence begins. DealFax surfaces the risks before they become surprises — for you or your client.
A referral that strengthens the relationship
Recommending DealFax before a listing engagement signals to clients that you're thinking about their outcome — not just your transaction. That positioning is durable.
Advisor Access
Licensing & Bulk Rates

Two ways to work
with DealFax as an advisor.

Advisor License
$249/mo
Distribute DealFax Industry Benchmarks to your clients at $195 each — versus $395 retail
Access to the full scoring methodology and assessor guide
Priority turnaround and co-branded report options
Summary reports shared with you for referred clients (with client permission)
Get Started
Advisor Bulk Rate
$195 each
vs. $395 retail — for Advisor License holders
DealFax Industry Benchmark delivered in 3–5 business days
Benchmarked to your client's NAICS code, size class, and geography
Six operational areas ranked by risk — without producing a full Assessed Report
Does not include DealFax Readiness Score or TRUST Index evaluation
Inquire About Access
The Process
How Referrals Work

Simple to refer.
No process overhead.

01
You identify a client who would benefit
Any owner-operated business with $1M–$25M in revenue who is considering a transition in the next 1–5 years is a fit. Earlier is better.
02
You make a warm introduction
A brief email introduction is all it takes. DealFax handles the engagement from there — intake, call scheduling, assessment, and report delivery.
03
Client receives their report
A full scored assessment with identified gaps, dollar-estimated risks, and a 90-day remediation roadmap. You receive a summary with the client's permission.
04
Your engagement starts stronger
When the client returns to you — or arrives for the first time — they have a documented operational baseline. Your conversation starts at a different level.
Get in Touch
Advisor Inquiries

Let's talk about
your client base.

Whether you want to refer a specific client, discuss a partnership arrangement, or get the methodology document for your own review — reach out and we'll follow up promptly.

Full methodology available
Request the scoring rubric, evidence cap criteria, and TRUST Index assessor guide.
NDA available on request
Any client information shared in a referral conversation is treated as strictly confidential.
We follow up on every inquiry personally
No automated responses. We review every submission and follow up directly.
Advisor inquiry
Referral, partnership, or methodology request

Your information is confidential and will not be shared.

Thank you — we'll be in touch.

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