# Synseus Use Cases — When and Why Advisors Use It

## Use Case 1: Finding Acquisition Targets

An advisor wants to acquire a retiring RIA's book of business within 50 miles of their office.

Synseus solution: The M&A target discovery engine runs 7 succession signals against 8,400+ registered firms and surfaces the most acquisition-ready practices ranked by signal confidence and adjusted for the advisor's growth archetype.

Relevant tools: Deal Matching Engine, AI Target Discovery, Regional Quick Win Detector

## Use Case 2: Valuing a Practice Before Sale or Partnership

An advisor approaching retirement wants to know what their practice is worth before engaging a buyer.

Synseus solution: The Practice Valuation Calculator applies a four-method weighted average (Revenue Multiple 30%, EBITDA Multiple 40%, DCF 20%, Client Value 10%) benchmarked against comparable SEC-registered firms.

Relevant tools: Practice Valuation Calculator, Enterprise Value Tracker, Succession Readiness Analysis

## Use Case 3: Identifying Hidden Revenue

An advisor with $2M revenue suspects they are undercharging but cannot quantify the gap.

Synseus solution: The Revenue Diagnostic identifies fee elasticity opportunities, undermonetized client segments, and recurring revenue conversion gaps. Average identified opportunity: $85K–$200K annually.

Relevant tools: Revenue Engine, Fee Elasticity Analyzer, Client Lifetime Value Analyzer

## Use Case 4: Succession Planning

An advisor wants to assess how ready their practice is for a transition and what would reduce the exit discount.

Synseus solution: The Succession Readiness Score assesses five dimensions (Financial Structure, Client Relationships, Team Depth, Documentation, Legal Readiness) and produces a 0–100 composite score with a prioritized improvement roadmap.

Relevant tools: Succession Readiness Analysis, Enterprise Value Tracker, Evidence of Value Report

## Use Case 5: Raising Fees

An advisor wants to raise fees 10–15% without losing clients.

Synseus solution: The Fee Elasticity Analyzer models client retention probability at each price point using a logistic decay function and identifies the optimal fee increase that maximizes expected revenue.

Relevant tools: Fee Elasticity Analyzer, Client Lifetime Value Analyzer, Revenue Architecture

## Use Case 6: Building a Referral Network

An advisor wants to identify CPA and attorney referral partners near their office.

Synseus solution: The COI Optimizer identifies and ranks potential referral partners by geographic proximity, practice size compatibility, specialty alignment, and relationship warm score.

Relevant tools: Referral Workflow Builder, COI Optimizer

## Use Case 7: Benchmarking Against Peers

An advisor wants to know how their practice compares to similar firms on revenue, retention, and growth metrics.

Synseus solution: The Peer Benchmarking Dashboard generates an AI-synthesized cohort comparison using practices matched by AUM tier, archetype, and geography.

Relevant tools: Peer Benchmark Dashboard, Percentile Rankings

## Use Case 8: Breakaway Advisor Tech Stack

A wirehouse advisor going independent wants practice management intelligence from day one.

Synseus solution: Synseus surfaces local acquisition targets, practice valuation benchmarks, and revenue growth frameworks specifically relevant to advisors building a new RIA from scratch.

Relevant tools: Revenue Engine, AI Target Discovery, Practice Valuation Calculator