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Rights
Clarify what you control, what may transfer, and which decisions depend on contracts or firm approval.
Preparing your view
Preparing your view
Rights. Value. Plan.
Rights-aware valuation and transition intelligence for advisory businesses.
Estimated Practice Economic Value
$3.8M–$4.5M
High confidenceBlack Scarab Value Score
Strong revenue quality with clear transferability opportunities.
Strengths
Key considerations
Clarify what you control, what may transfer, and which decisions depend on contracts or firm approval.
Understand the estimated enterprise, equity-interest, practice, or transition economics appropriate to your position.
Prioritize the operating, succession, and evidence-building steps that may improve your outcome.
Quality analysis
What is driving the estimate
Transparent by design
Your range is calculated with deterministic, practice-specific methodology. Every input, normalization, and adjustment remains visible so you can see what drives value.
A clearer view in minutes
The guided questionnaire distinguishes ownership, agreement control, transfer rights, and firm approvals.
See the deterministic methods, adjustments, assumptions, and value definition behind your range.
Compare realistic paths and follow a prioritized ValueLab roadmap tied to modeled factors.
Know who is paying for the answer
Free support can be genuinely useful. It can also be funded by the outcome: an affiliation, asset transfer, placement, loan, or sale. Black Scarab is built for the decision before that decision—when the advisor still needs a private baseline and the freedom to choose no transaction at all.
Customer
You—the advisor
No destination firm or buyer is the economic customer.
Scope
Rights before value
Reported control and transfer constraints define what can responsibly be valued.
Outcome
Clarity without a closing
The analysis does not earn more when you move, borrow, affiliate, or sell.
| Approach | Published cost or economics | Who pays / incentive | Rights & transferability | Calculation visibility | Action plan | Human responsibility | Implementation | Best fit |
|---|---|---|---|---|---|---|---|---|
| Independent first stepBlack Scarab ValueSelf-directed planning intelligence | $5 one-time early advisor access for a limited cohort; no subscription or success fee. | The advisor is the customer. No recruiting, buyer, financing, or closing compensation. | Included Reported ownership, agreement control, transfer rights, approvals, and economic scope are evaluated first. | Visible Deterministic methods, weights, ranges, and adjustments are shown with a saved methodology version. | Included Rule-based priorities connect reported conditions to evidence targets and directional modeled impact. | Not included No credentialed analyst signs or verifies the result. | Not included Decision preparation only; no recruiting, brokerage, legal work, or closing support. | Private clarity before choosing a recruiter, platform, buyer, consultant, or formal appraiser. |
| Free practice calculatorInstant estimate or lead-generation tool | $0 in reviewed public examples; some require an email, firm claim, or follow-up conversation. | Varies. The estimate may introduce lending, M&A, recruiting, software, or other paid services. | Usually limited Most begin with submitted AUM, revenue, margin, or client metrics rather than a separate rights analysis. | Varies Some disclose a simple multiple or inputs; others expose only the resulting range. | Limited or varies Often a range and a few drivers; richer free products are beginning to add scores and fix lists. | Usually no A consultation may be offered after the estimate. | No A separate service or provider is required. | A fast directional range with minimal commitment. |
| Generic AI, articles, or checklistsGeneral education and brainstorming | $0 or included in a general-purpose subscription; not priced as an advisor-practice engagement. | The publisher or software company is paid for content, advertising, referrals, or general platform access—not the valuation outcome. | Prompt-dependent Can discuss rights concepts, but does not enforce a complete advisor-specific ownership and transfer policy by default. | No accountable engine A general model may produce plausible numbers without a stable, versioned, reproducible valuation method. | Easy to generate Recommendations can sound specific while their evidence, feasibility, and modeled relevance remain untested. | No No professional accepts responsibility for the case-specific output. | No The advisor must validate and implement every step elsewhere. | Learning vocabulary, brainstorming questions, and drafting an initial checklist. |
| Advisor-practice valuation reportStandalone industry-specific report | Published direct-to-advisor examples reviewed: $1,295–$1,495 one time. | Normally advisor-paid for the report; consulting, membership, or transaction services may be offered separately. | Provider-dependent May address transfer risk, but the depth of ownership and agreement analysis varies by scope. | Often proprietary May use private practice or transaction databases without exposing the underlying observations. | Sometimes Peer analysis, value drivers, coaching, or recommendations may be included. | Varies by product Some include an analyst or coaching call; not every report is a signed appraisal. | Usually separate M&A, legal, succession, or financing work is commonly a separate engagement. | A higher-touch advisor-specific value report without a full formal appraisal engagement. |
| Practice-intelligence softwareRecurring analytics and planning platform | Published advisor-practice example: $49–$499 per month; team and enterprise terms vary. | Subscription software paid by the advisor or firm; some platforms also serve vendors, buyers, or enterprise partners. | Varies Firm benchmarking and succession tools may not distinguish legal ownership from affiliated production. | Varies Can include several methods, benchmarks, and reports; full methodology may sit behind a paid tier. | Often included Readiness scores, sprints, playbooks, or ongoing monitoring may be available. | Support varies Usually software-led, with onboarding or enterprise support at some tiers. | Limited May support preparation or target discovery, but does not replace legal or transaction professionals. | Ongoing firm management, benchmarking, and repeated planning workflows. |
| Recruiter or placement consultantDestination search and offer negotiation | $0 to the advisor in reviewed platform-transition models; the receiving firm pays if a move closes. | Compensation generally depends on placement. Coverage is limited to firms the recruiter can or will represent. | High-level Can flag portability and transition issues, but independent legal review remains separate. | Offer-focused Often compares payout, fees, recruiting packages, and destination economics rather than a portable valuation report. | Included for a move Due diligence, introductions, negotiation, and transition coordination can be substantial. | Included A consultant guides the search and negotiation process. | Coordinates Often stays involved through onboarding, subject to the destination firm and engagement. | Comparing affiliation destinations after deciding that a move is genuinely on the table. |
| In-house platform transition teamOnboarding support from the destination firm | No universal public rate card in the reviewed example; support is bundled or negotiated with affiliation. | The destination benefits when the advisor affiliates and assets transfer. Cash or loans may depend on assets and continued tenure. | Destination-specific Operational eligibility and asset portability are addressed; independent legal advice is separate. | Not a neutral report The team implements a move to its own platform rather than comparing the full market independently. | Onboarding plan Can include book mapping, account repapering, technology training, communications, office, and launch support. | Included Dedicated onboarding, investment, regional, or support partners may participate. | Strong on-platform Built to move accounts and operations onto that destination's systems. | Executing a selected platform move with less operational burden. |
| Buyer or destination-firm valuationCounterparty offer, internal sale, or succession program | Often no standalone report fee; the stated value is embedded in an acquisition, retention, or affiliation proposal. | The party setting the value may acquire the practice, retain the assets, finance the buyer, or recruit the advisor. | Deal-specific Diligence focuses on what that counterparty can purchase or retain under its program. | Buyer-specific An executable offer can be more concrete than an estimate, but its assumptions may not be portable or fully disclosed. | Deal plan May include successor matching, financing, retention terms, and integration support. | Included Recruiting, succession, acquisition, and transition personnel may be involved. | Yes, if accepted The provider can often fund, acquire, or facilitate its own proposed path. | Testing a specific counterparty's real economics—not establishing a neutral baseline by itself. |
| Independent transition or deal consultantHuman planning, negotiation, and implementation | Published examples include $6,300 plus an assessment, or $5,995 plus 1% at closing; scope and legal fees vary. | Advisor-paid retainers align to the engagement; a closing fee still creates an incentive to complete a transaction. | Can be included Agreement review is often coordinated with qualified legal counsel rather than replaced by the consultant. | Engagement-specific Valuation, deal terms, financing, and negotiation can be integrated into the assignment. | Included Human-led succession, readiness, negotiation, and transition work can be tailored deeply. | Included The principal value is experienced, case-specific judgment and coordination. | Included by scope May coordinate terms, documents, financing, counterparties, and transition through closing. | A complex live succession, sale, acquisition, or breakaway that warrants hands-on help. |
| Formal professional valuationCredentialed, purpose-specific opinion | Quote required in reviewed advisor-specific firms; price depends on purpose, scope, records, and report standard. | Paid by the engaging party for a defined valuation assignment and standard of value. | Diligence-based Governing documents, ownership, financial normalization, and the intended use shape the engagement. | Formal report Income, market, and other accepted approaches are applied with analyst judgment and working support. | Not the primary purpose Operating recommendations or transition execution usually require a separate engagement. | Credentialed A qualified professional is responsible for the conclusion and report. | Usually no The valuation supports a purpose; it does not automatically sell or transition the practice. | Tax, litigation, lending, equity, or other uses requiring a signed, standards-based opinion. |
Swipe or scroll horizontally to compare every feature. “Varies” means the provider and engagement scope control the answer.
Inspect Black Scarab methodologyCategory-level comparison based on provider-published pages reviewed August 12, 2026. Dollar figures are examples of posted prices—not market averages. “No public rate card” means we did not find a current price on the reviewed official pages; it does not mean the service is free. Eligibility, scope, incentives, loan terms, legal fees, and success fees can materially change total economics.
Examples are representative, not exhaustive. Black Scarab is not affiliated with or endorsed by these providers. Information is based on public provider materials and may change.
Free estimate examples
Paid advisor-practice reports
Practice software
Recruiter-paid transition consulting
In-house destination support
Buyer and internal-succession programs
Independent transition and deal support
Black Scarab is educational planning support based on user-reported facts and versioned internal assumptions. It does not verify legal rights, use a licensed private-transaction database, provide a signed appraisal, or execute a transaction. Read the important terms.
Private from the first input
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