Revori came out of the work itself.Hear why we built Revori and the brokerage finance problem it grew out of.
Build the financial history behind your book before diligence starts, while using the same model to run your business today.
Acquirers want historical production, retention, and commission data to evaluate your book, underwrite future revenue, and set earnout targets. They’ll build their own model of your business.
Revori helps small and mid-sized brokerages build theirs first, before diligence puts them on the acquirer’s timeline.
Revori ingests and normalizes your Book of Business and production data, maintaining historical snapshots of both over time. Organized by when business was written, your policy-level model shows how your book has changed and how written business develops into reported production and commission revenue.
That same temporal foundation supports sell-side preparation, book valuation, performance analysis, and the reporting your team uses to run the business.
Ask how a producer’s book has changed, which cohorts are driving commission revenue, or how your carrier mix has shifted, and get answers from the same model your team uses for recurring reporting and financial analysis. Revori is foundational in day-to-day work, and the historical record keeps building as you use it.
One model for running the book, valuing it, and selling it.
Build your model before diligence begins.
Develop a structured history of your book, production, and commission behavior before a buyer builds their own view of the business. Bring your own analysis, historical context, and methodology to conversations about performance and future revenue.
See what is changing the value of your book.
Model your book over time at the policy and cohort level, organized by when business was written. Examine how new business, renewals, lapses, and changing revenue patterns shape the composition and modeled value of the book.
Run the business from the same model.
Analyze historical trends across producers, carriers, and lines of business. Examine book and production trends alongside your general ledger and financial reporting, using the same foundation for recurring reports and financial analysis instead of rebuilding the analysis for every question.
Automate the recurring work.
Automate recurring finance and accounting workflows, such as commission reconciliation, accruals, and month-end reporting, against the same model. Each run follows the same steps and stays traceable to the underlying records.
Preparing a brokerage for sale can involve expensive advisors, accountants, and diligence teams spending significant time assembling historical data, reconstructing performance, and explaining the numbers behind the business.
Revori helps you build that foundation before a transaction begins. Give your advisors an established model to work from instead of paying them to start from scratch.
The goal isn’t to replace your advisors. It’s to spend less of their time reconstructing your business and more of it on deal strategy and negotiations.
Your exit will be priced on your history. The longer you wait, the less of it you control.
Talk with our team