Advisor

For bank brokers, deal advisors and valuation firms. Every state, for a firm of one or two people.

$30,000 a year

or $3,100 a month

All states · 1 seat · non-bank firms

Subscribe Or start with a two-week pilot

What you get

The brief on every bank in your coverage

Compare: acquirer, target and the combined bank

Deal scenarios with your own assumptions, saved and revised

Branch pages with maps, neighbors, roads and tracts

Target search across every active bank in your coverage

PDFs and the full deal packet

Every plan has every feature. Plans differ only in states and seats.

Who Advisor is for

Advisor covers every active FDIC-insured bank in every state.

It is for firms that are not banks. When you subscribe we check your firm against the FDIC list of insured institutions; banks and their holding companies choose State, Regional or National.

Advisor holds two seats at most. A firm that needs a third person moves to National.

Additions to this plan

Addition	A year	A month	What it adds
Additional seat	$1,500	$150	A second named person. Advisor holds two seats at most.

Seats

A seat belongs to one named person and signs in with that person’s email. There are no shared logins.

You can move a seat to a different person at any time by writing to us.

Use limits, per seat

Different banks opened in a day60

Different banks opened in a week200

PDFs and packets in a day40

Target-search results shown per search200

These sit well above a working day’s use by one person. Reopening a bank you already opened does not count again. Automated use of a seat is not permitted.

Two-week pilot

$750

Real banks in a few counties you choose, for one person, for two weeks. The $750 is credited to your first payment if you subscribe.

Ask about a pilot

Bank figures are as filed in FDIC Call Reports and the Summary of Deposits.

Demonstration banks are fictitious; their figures are built from patterns in real FDIC filings and are not filed figures.

Nothing here is legal, accounting or investment advice.