Whether Your Client is Buying or Selling, We've Got You Covered
You focus on closing deals. We handle the valuations. Professional deliverables your clients trust. Valuations for listings, due diligence for acquisitions. Ready in 24 hours, not 4 weeks.
Essential
For initial assessments
Exit Ready Package
Full deal package
Trusted by teams at
Your Clients Are Waiting. Your Deals Are Stalling.
You're great at finding deals and closing them. But valuations create problems you shouldn't have to solve alone.
Sellers Don't Believe Your Number
There's always a gap between seller expectations and market reality. If you're the one delivering that news, you risk the relationship.
Let a third party close the gap. You stay the trusted advisor.
You Wait. Your Deals Don't.
Traditional valuations take 3-4 weeks. By then, your buyer has moved on or your seller is frustrated.
You're stuck explaining delays you didn't cause.
Some Reports Impress. Others Embarrass.
You never know what you're going to get. One valuation looks professional, the next looks like a DIY spreadsheet.
Your reputation is on the line every time.
Enterprise Fees Eat Your Margins
Big firms charge $3,000-$5,000 per valuation. Pass that to your client and you're overpriced.
Absorb it and your margins disappear.
of advisors cite unrealistic seller expectations as their #1 challenge
From Your Submission to Client-Ready Deliverables in 24 Hours
Submit Client Information
Upload your client's financials through our secure advisor portal.
Here's what you'll need from your client:
About the Business
- Business name and industry
- Years in operation
- Number of employees
- Business location(s)
- Owner's role & time commitment
Financial Documents
- Profit & Loss statements (last 2-3 years)
- Current year P&L (year-to-date)
- Balance sheet (if available)
- Tax returns (optional but helpful)
Operations & Context
- Owner involvement level
- Key employees and their roles
- Customer concentration
- Revenue breakdown by service/product
Helpful Extras
- Growth plans or recent investments
- Lease terms (if applicable)
- Any pending contracts or opportunities
- Known issues or concerns
Missing something? No problem. Start with what you have we'll let you know if we need more.
We Analyze Everything
Our team applies 3 proven valuation methods and runs a full analysis. You see a draft before your client does.
Receive Client-Ready Deliverables
Get your reports in 24 hours white-labeled with your branding or delivered as independent analysis.
Expert Consultation Included
Walk through your results with our team. We will explain the methodology, answer your questions, and walk you through the findings.
How Advisors Like You Use This
You focus on clients and deals. We deliver professional valuations fast, consistent.
Win more listings. Price them right. Close faster.
Listing Price Reality Check
Seller expectations don't match market reality.
You set expectations with a third-party number. You're not the bad guy.
Competitive Pitch for Listings
You're up against other brokers for a listing.
You win by offering a complimentary valuation they can't match.
Stale Listing Repricing
A listing has been sitting. You need the price reduction talk.
You have an objective reason to reprice without damaging the relationship.
Your Deals Get Read, Not Skipped
Buyers see dozens of deals weekly. Messy teasers and incomplete CIMs get ignored. You send institutional-grade materials every time.
Complete Packages
Buyers get everything upfront. No chasing.
Institutional Look
First listing or fiftieth same polish.
Fewer Questions
Less "can you send me..." back-and-forth.
You close deals, not explain them. Buyers remember who sends quality, that's you.
3 Proven Methods. One Clear Answer.
Every valuation combines multiple approaches, weighted for the specific business, to arrive at one defensible number.
SDE/EBITDA Multiples + DCF
100K+ Transaction Database
Tangible & Intangible Assets
Each method provides a different lens. We weight them based on business type and synthesize into one clear, defensible value. Learn more
Professional Deliverables. Ready to Send.
Every report is designed to make you look good and give your clients confidence.
Business Valuation Report
The NumberYour defensible value range with clear methodology. The anchor for every negotiation.
Red Flags Analysis
The RisksEvery weakness buyers will find identified upfront so you're never caught off guard.
Business Teaser
The HookOne-page summary to attract qualified buyers without revealing your identity.
Confidential Information Memorandum
The Full StoryThe complete package serious buyers need to make an offer. 15-25 pages.
Valuation Enhancement Report
The RoadmapPrioritized actions to increase your exit price before going to market.
What Makes Our Reports Different
Sample Reports
See exactly what your clients will receive
Business Valuation Report
15-20 Pages
Defensible valuation with clear methodology
Confidential Information Memorandum
15-25 Pages
Everything serious buyers need to proceed
Want all 5 reports for your client?
Exit Ready includes CIM, Teaser, Enhancement Report — everything to go to market.
Pricing That Works for You
Professional valuations your clients trust. Reports that close deals.
One-off client needs, deal screening, quick sanity checks
Active deal support, client deliverables, listing packages
Active brokers, M&A advisors with ongoing deal flow
Need White-Label or Enterprise Solutions?
Full white-label programs, custom report formats, and dedicated account management for high-volume brokerages and PE firms.
Frequently Asked Questions
Everything advisors need to know about our white-label valuation services.
Partner with us
Discuss white-label solutions for your practice.
Partner with the Valuation Team That Moves at Your Speed
You focus on relationships and deals. We focus on fast, consistent, professional valuations.
Your clients get professional deliverables. Your deals move faster.
Just need one? Start with Essential — $399