Transition packages

See Your Market Value.

See what your book is actually worth. Then see what every firm in our network would pay for it.

What this is

The Deal Data Every Advisor Should See Before They Commit to Anything.

The platform shows you what your business is actually worth, what relevant firms in our network are willing to pay you to transition your practice to them, and a clear roadmap for how to grow your practice and get it ready for transition, all on one screen.

Revolt platform Deal Comparison screen on a desktop display, showing qualifying firms ranked by net economics
What makes the data different

Three Numbers Nobody Else Can Put on a Page.

200+

Firms feeding the model. The next firm down has 5 to 15.

±10 bps

Accuracy target on every offer in the model. Verified against closed deals.

Quarterly

Refresh cadence. Deal terms move; the model moves with them.

Three pillars

How We Help Advisors Make 4 Years of Income in 3 Months.

Pillar 01

Self-service valuation

Enter your practice profile. Transition packages returns a valuation across three lenses, cash flow, strategic, continuity, with the inputs visible. The same model behind every Revolt engagement.

Pillar 02

Full-network offer modeling

The 200-firm network fed directly into the model. Every offer priced to your specific practice, within 10 basis points. Updated quarterly.

Pillar 03

Practice intelligence

We track the levers that make up your deal: production mix, fee model, client concentration, and equity structure, then turn them into a clear roadmap. You see exactly which changes raise your value and what to prioritize before you transition, so you walk into any conversation knowing where you stand.

Why we built it

We Have the Data Because We Did the Deals.

Every other tool you have seen in this space was built by software people who then went looking for relationships. Ours was built the other way around. Eric ran 200 firm relationships and hundreds of closed transitions before a single line of code was written.

That is why the model is accurate within ten basis points, why the network is 200 deep rather than five, and why we can walk you through every line and tell you exactly why it is what it is. The Revolt platform exists to put twenty years of work on one screen, in front of you, before you have to commit to anything.

The best information for you to make an informed decision, at your fingertips.

What we do with your data

Your Data Is Yours. We Never Sell It. We Never Share It Without Your Explicit Request.

Revolt stores your practice profile only for as long as you are in active conversation with Revolt. Aggregate, anonymized data: what segments of the market are looking, where, how often. That is used internally to improve the model. We do not sell that data to firms. We do not share it with anyone outside Revolt without your written request.

Revolt coaching dashboard on a laptop: practice value, net economics, peer percentile, growth roadmap, and recent alerts Revolt app on a phone: the Enter Your Production Data screen, noting data is encrypted and kept anonymous
How to get access

Two Ways In.

Path 01 · Primary

Start with a conversation.

The fastest way is the same way every Revolt engagement starts. Contact us. Thirty minutes. If we are the right fit for the conversation, your senior consultant generates a private link. You enter your practice profile and the Revolt platform opens.

Path 02 · Secondary

Apply for platform access.

Skip the call. Tell us about your practice through our application. A senior consultant reviews every submission within one business day and sends a private link to the Revolt platform depending on spots available.

For firms

If You Want to Understand Where the Market Is Moving, Talk to Us.

Revolt sees deal flow across 200+ firms in real time. We do not sell advisor data. We do sit down with firm leadership and custodians who want a true read on how the market is pricing talent.