Free tools

Calculators that respect your time

No signup walls. No demos before the result. Use them, share them, embed them. We update the underlying benchmarks quarterly.

• Advisory Practice Valuation Calculator

  Estimate what your RIA or advisory book is worth. Built on real 2024–2026 transaction multiples for fee-only and hybrid practices.

  For: RIA owners, succession planners, M&A buyers

• Estate Tax Exposure Calculator (2026)

  See your family's projected federal + state estate tax bill under the 2026 TCJA sunset. Models growth to life expectancy.

  For: Families $5M+, estate attorneys, financial advisors