Strategic Value Analysis

What's your business worth — and what could it be worth?

For business owners and the advisors who serve them. Built for the planning conversations that happen long before — and around — a formal appraisal: succession, exit preparation, estate work, partnership decisions, strategic clarity.

Start Your Valuation
Or read a sample report — Solo owner  ·  Partnership interest
Bank-grade encryption  ·  Three valuation methods  ·  Report delivered in minutes  ·  Estimates are fine
The Differentiator

Adjust the assumptions. Watch the value move.

The Valuation Scenario Planner lets you adjust four key drivers and watch your valuation update live:

Built for the conversation that continues after the report lands — the owner sitting with their advisor, moving sliders together; or an advisor walking a client through “what if we get concentration under 30%?” in real time.

The Process

Five minutes of input. A defensible report in your inbox.

  1. 01
    Enter your details
    Business basics and financials — revenue, expenses, industry, assets. Estimates are fine; round numbers are fine. No spreadsheets, no document uploads.
  2. 02
    Engine triangulates three methods
    DCF, market multiples, and asset-based valuation — applied to your inputs and reconciled to a final value range. Risk factors (key-person, customer concentration, recurring revenue) adjust the multiples explicitly.
  3. 03
    Receive the report — including the live planner
    A formal report with the value range, industry benchmarks, growth scenarios, four strategic recommendations, and the interactive Valuation Scenario Planner that lets you (or you and your client) move sliders and watch the value change.
Where it fits
"Two audiences. One product."

ValueAI Pro is complementary to a formal appraisal, not a replacement. For IRS filings, litigation, or transactions north of $5M, engage a credentialed appraiser (ABV, ASA, CVA). Those engagements are slow and expensive on purpose — they have to defend a number against legal scrutiny.

What ValueAI Pro covers is the analysis you need around those events: strategic planning, succession, estate preparation, partnership discussions, exit preparation. The conversation that starts two to five years before a sale and ends with the sale itself.

Whether you’re an owner preparing for your next chapter or an advisor supporting clients through complex transitions, ValueAI Pro helps you move faster with more confidence:

  • Owners get a clear picture of current value plus a practical roadmap of improvements ranked by potential return.
  • Advisors get a defensible, client-ready analysis they can use in real time during planning conversations — no spreadsheets required.
  • Both get transparent methodology, risk adjustments, and the ability to model “what if” scenarios on the spot.
Sample reports

See exactly what your report will look like.

Two fully-rendered example reports — including the live Valuation Scenario Planner — built from fictional businesses representative of the audience.

Briggs Mechanical Services LLC
Texas HVAC and mechanical services · sole owner · 8 employees
View report →
Holloway Strachan & Reyes PLLC
4-partner Texas law firm · 25% partnership interest
View report →
Pricing

Per-report or subscription.

Same engine, same report, same Valuation Scenario Planner. Choose based on how often you'll use it.

Per-Report
$199
One-time payment
  • ✓ Complete valuation report — DCF, market multiples, asset-based
  • ✓ Valuation Scenario Planner — adjust assumptions, see valuation change in real time
  • ✓ Growth scenarios (Conservative / Base / Optimistic)
  • ✓ Industry benchmarks & peer comparisons
  • ✓ 4 strategic recommendations to increase value
  • ✓ Ideal buyer profile & sale readiness assessment
  • ✓ Range sensitivity analysis & full methodology appendix
For business owners valuing their own company, or advisors and CPAs handling a single engagement — succession planning, estate work, partnership buyout, exit preparation, or strategic clarity. One business. One report. $199.
For advisors
Subscribe
$349
Per month
  • ✓ Unlimited reports
  • ✓ Everything in Per-Report — full valuation, planner, scenarios, recommendations
  • ✓ Valuation Scenario Planner across all client engagements
  • ✓ Client repository — manage all reports and engagements in one place
For advisors, CPAs, and CEPAs running planning conversations with multiple business-owner clients. Unlimited reports and the interactive Valuation Scenario Planner across every client engagement.
Start Your Valuation

You'll choose your option after answering a few questions about your business.

Methodology

Three methods, triangulated.

All assumptions, multipliers, and calculations are disclosed in every report's methodology appendix.

01

Discounted Cash Flow

Projects future cash flows and discounts them to present value. The income-method standard, calibrated against an FRED-fetched live risk-free rate and an industry-specific discount-rate build-up.

02

Market Multiples

Compares against recent SMB transaction data — BizBuySell 2025 and matched-industry datasets — for revenue and SDE multiples by sector. Risk factors (key-person dependency, customer concentration, recurring revenue) adjust the multiples explicitly.

03

Asset-Based

Tangible assets (equipment, inventory, real estate where included) plus an industry-calibrated goodwill multiple. Anchors the floor for asset-heavy businesses.

Questions

Common questions.

Same DCF, market multiples, and asset-based methods professional appraisers use. No valuation is exact — even credentialed appraisers report ranges — but the output is sufficient for planning, negotiations, and strategic conversations. For litigation, IRS filings, or transactions over $5M, you'll still want a credentialed appraiser.
Basic business details (name, industry, years in operation), financial data (annual revenue, expenses, net profit), and optional asset information (real estate, equipment, inventory). The whole process takes about 5 minutes. You don't need to upload any documents.
About 5 minutes of input. The report is generated within a couple of minutes after payment and emailed to you. No waiting weeks.
Per-Report ($199, one-time): one business, one report, complete methodology and Valuation Scenario Planner. Subscribe ($349/month): unlimited reports plus the client repository — for advisors, CPAs, and CEPAs running multiple engagements.
Yes. All data is encrypted in transit and at rest. We never share your financial information with third parties. Your data is used solely to generate your valuation report.
Two audiences. Business owners — for succession, exit preparation, partnership decisions, estate work. Advisors, CPAs, and CEPAs — for the planning conversations they have with their owner clients.