Is it time to sell your book?

Most advisors never stop to ask the question honestly. Answer a few quick prompts and get a personalized read on where you stand — no email required to see your result.

Step 1 of 3

What’s bringing you here?

Check anything that sounds like you.

I’m thinking about retirement or slowing down This is a side line — not my core business It started small but has grown into too much to manage The book has gotten too big for me to handle alone I can’t keep up with everything clients need now I’m burned out doing sales, support and billing myself A lot of my book is older / legacy services I’d like to free up cash or focus for something else A life change (health, a move, a partnership) is pushing this Honestly, I just want to know what it’s worth

Step 2 of 3

A little about your book

Rough answers are fine.

Approximate monthly residual income

Are your commissions mostly evergreen or tied to contracts?

Is the book mostly run by you, or do you have a team?

How is the book trending?

Step 3 of 3

If you did sell, what matters most?

Check what you’d care about most.

My clients keep being looked after My team / people are protected Getting the best possible price A clean, quick exit Staying involved with the relationships I love Knowing what I built carries on

Your read

Here’s where you stand

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Your situation

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Free, private, no obligation. We’ll come back with a realistic range and your options — straight from the founders.

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This self-check is general information for educational purposes only and is not tax, legal, accounting, or investment advice. Any read is illustrative, not an offer. Consult a qualified Canadian tax and legal advisor before deciding to sell your business or book of business.