ValueAI Pro is partnering selectively with a small number of advisors, CPAs, CEPAs, business brokers, and attorneys who run regular valuation conversations with their business-owner clients. Limited capacity while we build the program right.
If that sounds like your practice, share a few details and we'll be in touch.
Working with business-owner clients on succession, exit preparation, retirement planning, or estate work — where understanding the value of the business is foundational to every other plan.
Particularly firms with a business-advisory or fractional-CFO arm where valuation conversations come up regularly — partnership buyouts, gift and estate planning, or pre-sale preparation.
Pre-exit value-building engagements with owner clients are exactly the planning context ValueAI Pro is built for — model future value scenarios, build the multi-year plan.
Pre-engagement screening and lead qualification — understand what a listing is worth before you invest hours in it.
Where a defensible value range supports the conversation — gift and estate filings, partnership disputes, buy-sell agreements, and divorce proceedings (planning context, not formal appraisal).
If valuation conversations come up in your work with SMB owners and you don't see your role above, we'd still like to hear from you.
Phone and email so we can reach out, plus anything you want to share about your practice. We'll review and respond personally — no automated drip campaigns.