Synseus Demo Scenarios — What Advisors See

Live Platform Demo

A fully interactive demo is available without login:

https://synseus.com/scenarios/demo

The demo shows a realistic US advisor practice (Austin TX, $38M AUM) with:

• 3-phase growth roadmap
• Revenue diagnostic results
• Local acquisition target map
• Module playbook (all 10 modules)
• Practice valuation estimate
• Enterprise value trajectory

Sample Outputs from Real Platform Usage

Practice Vulnerability Audit (BlackRock Advisors, for illustration)

• Practice Vulnerability Score: 20/100 (low vulnerability, healthy practice)
• Succession signals detected: 2
• Revenue leakage estimate: $956M–$2.4B (reflects large AUM)
• Local acquisition targets: 218 practices within 50 miles

Succession Signal Scan (Austin TX, 50-mile radius)

• Firms analyzed: 213
• Total succession signals: varies by market
• Dominant signal type: Retirement Proximity (aging advisor cohort)
• Recommended archetype strategy: relationship-first sourcing for Empire Builders

Practice Valuation (default inputs)

• Annual recurring revenue: $500,000
• Valuation range: $1.47M–$2.0M
• Revenue multiple: 2.0×
• EBITDA multiple: 5.0×
• Interpretation: Solid mid-market valuation with room to improve recurring revenue percentage

Free Tool Entry Points

All of the following require no account:

• Firm audit: synseus.com/api/public/firm-audit?query=[firm name]
• Valuation: synseus.com/tools/practice-valuation
• Assessment: synseus.com/assessment/fasttrack
• Demo: synseus.com/scenarios/demo