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  • Milemarker™ Platform
  • Valuation Console

Know Your Firm’s Value and Take Control of Deals

Control Your Deal.

Stop scrambling when buyers call. Get your firm’s value instantly and negotiate from strength—while keeping your data yours.
See Your Value
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  • When the Phone Rings

Monday Morning Reality

Buyer:
“We’re interested in your firm. Can you send financials?”
Your options:
  • Spend 2 weeks building a data room
  • Export from 6 different systems
  • Hope the numbers tell your story
Result:
You negotiate blind. They know more about your business than you do.
  • What We Fix

Facts, Fast. Your Data, Your Control.

Line chart illustrating revenue reporting automation, emphasizing streamlined processes and improved accuracy for financial firms.

Know Your Numbers

Revenue per advisor, EBITDA, client retention—all updating in real-time.
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Instant Data Rooms

Complete business profile ready in minutes, not weeks.
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Negotiation Power

Revenue per advisor, EBITDA, client retention—all updating in real-time.

Data Ownership

Your information stays yours. No third parties learning your business.

The Change

  • Before
  • After
Phone icon with downward arrow, symbolizing instant communication and data accessibility for financial professionals using Milemarker™ Valuation Console.

Buyer calls

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Send professional summary

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Complete data ready instantly

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Negotiate from strength

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Maximize your value

Real Results

Every conference I’ve gone to for the last 15 years same complaint the quality of the data where it’s located how it’s siled but Milemarker™ is working on something to help fix that for lots of RIAs.

Picture of Jason Pereira

Jason Pereira

Senior Partner at Woodgate Financial, Inc

What You Get

Revenue dashboard displaying total revenue of $25,109,457.49 with a 4.54% increase, alongside a circular chart indicating assets under management (AUM) of $136.4 million.

Key Metrics

Deal Readiness

Dashboard interface displaying financial data, including portfolio values, revenue trends, and client information, emphasizing automated revenue reporting and advisor transparency.
Dashboard interface displaying financial metrics, including total AUM of $4,119,558,034, annual revenue of $35.3M, and user greeting, showcasing Milemarker™ platform's valuation tools for financial professionals.

Complete Control

Part Of:
Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.

Ready to Own Your Value?

See Valuation Demo
Real-time business metrics for M&A readiness.
Get Your Numbers
Stop guessing what your firm is worth.
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Know your worth.

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Prove your value.

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Control your deal.

When buyers come calling, be ready.

The
Bottom Line