SharePop StudioSharePop Studio
The all-in-one studio for advisory and exit planning professionals

From first lead to liquidity, in one studio.

One studio carries the whole arc of the work: find the owner, value the business, lift what it is worth, and take it to a sale ~ on the same numbers, in the same place, with the dollars you added on the record.

  • Re-scored monthly
  • The gap in dollars
  • Risks priced, not described
Start at $299/monthSee a sample report
  • 25 operators validated pre-launch
  • +22% avg price lift surfaced
  • $48K EBITDA found in one live study
The Advisor Studio home: every client, every valuation, every lead on one screen
  • Source
  • Value
  • Lift
  • Measure
One studio replacesProspecting listsLead and pipeline CRMValuation softwareAdd-back spreadsheetsCash flow modelsPricing benchmarksMarket researchGrowth plan decksSprint and task trackersClient portals

What can SharePop Studio do for you?

Pick the work you actually do. A short look at what changes.

Exit Planners

Business Brokers

Business Coaches

Bookkeepers

Business Owners

Where else this fits

Six places a practice leaks. We closed all six.

What it costs you
01

Prospecting stops the week you get busy, and the pipeline is empty two months later

Ten exclusive local leads a month, each with a defensible dollar figure attached, plus a free-valuation link with your name on it that brings owners to you

02

A new advisor takes 9 months and a partner's calendar to become billable

Every plan ships with the reasoning behind it, so a green advisor speaks with authority in week one

03

Three weeks of chasing statements before the first real conversation

One link to the client: NDA, QuickBooks connection, and a signed confirmation the books are reconciled and current

04

The PDF lands, the work stalls, the retainer gets cancelled

A living valuation the owner moves daily, so every review opens on a number that already changed

05

Ten logins, ten bills, numbers that never agree

One studio, one set of numbers, from lead to valuation to sprint

06

Your best advisor leaves and takes the playbook with them

Every plan, objective, and result logged to the firm, not the person

Step 01

Source it.

Pick your industries and your patch. The system analyzes local businesses and surfaces what each one isn't capturing ~ pricing, whitespace, referrals ~ as a dollar figure you can defend line by line. Every lead you claim locks to you alone.

Find an owner $40,000 and a $10,000 engagement is an easy yes, even on a $300K business.
See it run on your city, live
Lead Generator results for a city and industry
Step 02

Value it.

A free-valuation link with your name on it. The owner answers plain questions and gets a real baseline, attributed to you. Once they see what it’s worth, they want to know how to make it worth more ~ and the paid unlock opens the full report with you attached.

One advisor went back to ten owners who had already said no. Six re-engaged.
Try the free valuation yourself
The free valuation an owner sees, attributed to their advisor, with the paid unlock below
Step 03

Bring them in.

One link to the client does the whole onboarding. The owner signs the NDA, connects QuickBooks, and confirms the books are reconciled and current to the best of their knowledge. The P&L and statements pull straight from the connection into the Studio, so the first meeting opens on real numbers and you never re-key a spreadsheet again.

The advisors we built with called reconciled, current numbers the single biggest bottleneck in their practice. Now the owner clears it in one sitting.

Sent by your firm

Maple Crest Heating & Cooling

1 link

  • Sign the NDA

    Signed

    Mutual NDA, e-signed on the spot

  • Connect QuickBooks

    Connected

    P&L, balance sheet, and 24 months of statements pulled

  • Confirm the books

    Confirmed

    “Reconciled and current to the best of my knowledge”

Advisor notified. Workspace ready.
Step 04

Lift it.

Fifteen tools turn the valuation into a ranked plan with a dollar figure on every move ~ pricing, whitespace, referrals, labour, cashflow, risk. You choose the sprints in the Studio, and the reasoning ships with each one so the owner knows why, not just what.

+22% average price lift surfaced across the 25-operator study. One captured gap paid for the seat.
Explore all 15 tools
Worth today, lift opportunity, and worth with the lift on one screen
Step 05

Measure it together.

The plan lands on the owner’s phone as three small moves a day. Every completed move re-runs the valuation, so you both watch the same number climb between meetings ~ and every review opens on a number that already changed.

This is the row where every competitor is blank. Nobody else ships the owner an app.
A sprint step on the owner’s phone, sent from their adviser
Glass box

Not a score out of 100. A dollar figure you can open.

EBITDA or SDE walked to a risk-adjusted multiple. Per-driver dollars that reconcile exactly. Pricing gaps that name the competitor and link their published price. When a lender asks where a number came from, you open the report and show them.

Open a sample report
Total uncovered lift potential ~ per-driver dollars that reconcile exactly
The toolkit

Fifteen tools that move the number.

Research an advisor would spend a week doing, delivered as sprints they can hand over the same afternoon.

  • Local Market Scan
  • Price Position+22%
  • Whitespace Opportunity117 found
  • Referral Builder
  • Marketing Strategist
  • Labour Analyzer
  • Cashflow & Rewards21+ days of float
  • Risk Profile30 checks
  • Business Valuation
  • Growth Plan
  • Unit Economics
  • Market Structure
  • Business Score
  • Client Acquisition Cost
  • Location Quality

Not just a valuation ~ a revenue-lifting studio

The valuation is the front door. Behind it is a toolkit built for the problems every client actually brings you ~ and every tool runs locally, on that one client's industry, neighborhood, and numbers.

01 ~ the struggle

The client is out of marketing ideas

Answered by ~ Marketing Strategist

Owners run out of ideas long before they run out of ambition. Generates campaigns from techniques proven by like-for-like businesses in their industry, adapted to their offerings and their neighborhood, so you arrive with a plan instead of a brainstorm.

02 ~ the struggle

Nobody can read the competition

Answered by ~ Whitespace Opportunity

Real competitive intelligence, not guesswork ~ where local competitors are weak, what their customers complain about, and exactly how your client leans in and takes the share being left open.

03 ~ the struggle

Pricing was set by gut feel

Answered by ~ Price Position

Reads their pricing against the local market and pinpoints low-risk lifts ~ margin they can capture without losing a customer. Every one is defensible, so you can walk the owner through the reasoning line by line.

04 ~ the struggle

Payroll is the biggest line item

Answered by ~ Labour Analyzer

Maps staffing across operating hours against the revenue each hour actually brings in ~ over- and under-staffing exposed, so every scheduled dollar works harder without cutting the service.

05 ~ the struggle

Marketing spend is a black box

Answered by ~ Client Acquisition Cost

Shows what the business earns for every marketing dollar put in, from acquisition cost through to payback ~ so the next dollar goes where it returns, and you can prove which channel earned it.

06 ~ the struggle

New business arrives by luck

Answered by ~ Referral Builder

Finds complementary local businesses and drafts the outreach that sets up a two-way referral program ~ a passive engine for new customers your client can run without you in the room.

07 ~ the struggle

They are guessing who they compete with

Answered by ~ Local Market Scan

Finds the real, independent operators competing for the same customers in their area ~ not a national directory ~ so every recommendation you make starts from the actual market.

08 ~ the struggle

Shocks arrive unannounced

Answered by ~ Risk Profile

Scores the business against economic and operational shock indicators, each paired with a cited, practical mitigation ~ the conversation that turns a one-off engagement into a standing relationship.

Marketing ideas, competitive intelligence, pricing opportunity, labour efficiency ~ each tool works that client's local market, and together they are designed to lift the value of the business significantly.

Metrics and risk for one client, scored and on a single screen
Document collection for a client engagement, with what is still outstanding
The Value Lifting Tools deck with the dollar lift each tool found
Explore all 15
The studies behind the numbersThe Whitespace StudyThe Pricing StudyThe Cashflow Study

Running a team?

One roster, one methodology, and a ramp system that gets new advisors billable in weeks.

See the firm page
How we compare

A living valuation does what a report never could.

Capability
SharePop
BizEquity
Value Builder
Full valuation with sourced comps and add-backs
Living valuation that updates as work is completed
Dollar lift per improvement, with the steps to capture it
Daily-task execution layer for the owner
Engaging client mobile app
Sprint / work-plan hand-off to the client
One-link client onboarding with QuickBooks and NDA
Glass-box numbers you can open and defend
Free-valuation link and report that brings owners to you
Multi-client Advisor Studio

Comparison reflects each product’s publicly described capabilities as of 2026. A tilde marks a partial or milestone-only capability. BizEquity and Value Builder are trademarks of their respective owners, used here for identification only.

Pricing

$299/month per advisor.

Includes 2 clients, 10 lead claims a month, your own free-valuation link and report, one-link client onboarding, the client app for every client on your seat, all 15 tools, unlimited re-runs. Each client after the first two is $99/month. Cancel anytime.

One advisor, one seat, one price that never steps up.

Start at $299/month
  • 10 lead claims a month, each one exclusive to you
  • 2 clients on the seat, $99/month for each one after that
  • Client app for every client on your seat
  • All 15 tools, unlimited re-runs
  • One-link client onboarding

One captured pricing gap in the 25-operator study was worth more than a year of the seat.

Founder offer

Sign up before December 1 and your $299/month seat carries unlimited leads and unlimited clients, at no extra charge, for as long as you keep the subscription.

Questions

The things advisors ask first.

Where do my clients come from?

Two doors. The Lead Generator surfaces local businesses with quantified, defensible opportunities ~ ten claims a month, and every claimed lead locks to you alone. And your free-valuation link gives every prospect ~ including the ones who said no before ~ a reason to start the conversation.

What do I actually hand my client?

A living valuation ~ a full sourced report plus a plan they work on their phone. As they complete moves, the valuation updates, so every quarterly conversation opens on a number that has already moved.

How is this different from a valuation estimate or a score?

Those end at a deliverable ~ a black-box number or a 0-to-100 rank. SharePop shows the math, makes every figure defensible and auditable, quantifies the dollar lift of each improvement, and turns it into daily work the owner completes. It is built to be moved, not filed.

How many client businesses can I run?

Two are included on the seat, and each client after that is $99/month ~ valuations, reports, plans, and the client app for every one of them. Add or remove clients at any time. Sign up before December 1 and clients are unlimited for as long as you keep the subscription.

Do my clients have to use the client app?

No. The client app is an added tool for the owners you want working the plan on their phone. Your seat runs every tool for every client on it whether or not they open the app.

How does onboarding a client work?

One link. The owner signs the NDA, connects QuickBooks, and confirms the books are reconciled and current to the best of their knowledge. Statements and the P&L pull straight into the Studio, and you are notified the moment the workspace is ready.

Will the numbers hold up with a lender or a buyer?

The report is a glass box. Every figure traces to the inputs behind it ~ the comp band, the add-back schedule, and the assumptions behind every number. When someone asks where a number came from, you open the report and show them.

What does it cost, and does the price change?

$299/month per advisor, with 2 clients and 10 lead claims a month on the seat. Each client after the first two is $99/month. No intro rate that steps up later. A card is required to start and billing begins on day one. It is month to month ~ cancel anytime, and the reports you have delivered stay with you and your clients. Sign up before December 1 and leads and clients are unlimited for as long as you keep the subscription.

Running your own business, not a practice? There is a quiet self-serve version for owners.

Where else this fits

Know it. Lift it. Sell it.

Run your first lead search tonight. Open your next call holding the money you found.

Start at $299/month

Talk to a person

Questions before you start? Call us.

Pricing, how a scan runs on your own city and industry, whether this fits the practice you already have. Or send it in writing instead.

289-835-7678