Your client's business is usually their largest asset — and the least examined line in their plan. ValueAI Pro gives you a credible, triangulated value in minutes and an interactive Scenario Planner to explore it with them, live — under your firm's brand.
The Scenario Planner is built into every report — no separate tool, no export.
A static valuation gets filed. An interactive one starts a planning engagement. In the Scenario Planner, you and your client adjust growth, recurring revenue, customer concentration, and key-person dependency — and watch the valuation move in real time.
Drag the growth slider. The number answers. Now you're having the value-building conversation every exit planner wants.
Show the client — in dollars — what their top customer dependence takes off the price. Then set the target together.
Every report ranks the highest-ROI improvements with per-industry, source-cited top-quartile targets — the agenda for your next four quarterly meetings.
Set your firm name, logo, brand color, and "Prepared by" line once in the portal. Every report you generate carries your identity — your client sees your firm's analysis, with a discreet "powered by ValueAI Pro" note. Your clients, your relationship, your deliverable.
Every valuation figure is calculated by a deterministic financial engine — DCF, market multiples, and asset-based methods, triangulated, with every formula, multiple, and risk adjustment disclosed in the report's appendix. AI writes the narrative commentary only. It never calculates, adjusts, or influences a number.
Multiples calibrated against BizBuySell reported transactions (~9,500 sales); live risk-free rate from Federal Reserve (FRED) data; per-industry benchmarks with named sources.
The appendix shows the SDE build-up, discount-rate build-up, multiple adjustments, weighting rationale, and every submitted input. Nothing is a black box.
Planning-stage analysis, 2–5 years before a transaction — explicitly not a USPAP appraisal. Reports tell clients when to engage an ABV/ASA/CVA. We respect the boundary; your compliance will too.
Data handling details: Security & Data Handling
The retirement projection is a guess until the business has a number. Replace "probably a few million" with a triangulated, refreshable value — and find out whether your client can actually retire.
The agreement was signed years ago; the business has doubled; the life-insurance funding hasn't moved. Run the current value and surface the gap — one of the most actionable findings in owner planning.
Whether there's an estate-tax problem depends on what the business is worth. Planning-stage values, refreshed annually, years before the formal appraisal is ever commissioned.
Re-run the valuation each year as part of the client review. Value grew? That's your value-creation story. It didn't? That's next year's agenda. Either way, you own the conversation.
A one-page checklist you send the client before the engagement — every number the report needs.
Your portal keeps every client and every report in one repository. Add a client in seconds.
Estimates and rounded figures are fine — the intake worksheet gathers everything from the client in advance. No spreadsheets, no uploads.
The report and Scenario Planner are ready in minutes, online, under your brand. Reports are never auto-emailed to your client — you decide how and when to present.
The math: one-off reports are $199. The advisor plan is $349/month for unlimited reports plus the client repository and your branding — it pays for itself at two reports a month. No annual contract; cancel from your own billing portal anytime.
ValueAI Pro is built and run by Steve Mohr (LinkedIn). When you email, the founder answers. When advisors ask for a feature that makes client conversations better, it ships. Kick the tires on the same engine your clients would see:
Both samples are live output — including the interactive Scenario Planner. No signup required.
Create your account, brand your reports, and run your first client valuation today.
Create your advisor account →