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 an advisor and owner adjust four key drivers together and watch the valuation update live:

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

The Process

Five minutes of input. A defensible report and a live planner 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 you and your advisor — or you and your client — drive together, moving sliders and watching the value change.
Where it fits
"One product. Built for the conversation."

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 — because the events that force a sale don’t schedule themselves.

Whether you arrive as an owner or as an advisor, ValueAI Pro is built for the same moment — the planning conversation where the number gets real:

  • Advisors run the valuation live with your client: a triangulated value plus the Scenario Planner you drive together in the meeting, under your own brand, no spreadsheets. The report is the working session.
  • Owners start yourself in minutes: a clear picture of current value and a roadmap of improvements ranked by return. Many owners run their first report with their advisor beside them — the planner is built for exactly that conversation.
  • Both transparent methodology, risk adjustments priced in dollars, and “what if” scenarios modeled 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 — the live what-if session: adjust assumptions, watch the valuation move 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
Start a valuation →
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 — see how it works →
For advisors, CPAs, and CEPAs running planning conversations with multiple business-owner clients. Unlimited reports, the interactive Valuation Scenario Planner across every engagement — and one subscription covers your whole practice (up to ~10 advisors).

Already an advisor? Sign in to the portal →

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.

Computed, not generated. Every valuation figure is calculated by a deterministic financial engine using the formulas disclosed in the report appendix. AI writes the narrative commentary only — it never calculates, adjusts, or influences a number.

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 readers, one moment. Advisors, CPAs, and CEPAs use it to run the planning conversation with their owner clients — succession, exit preparation, partnership decisions, estate work. Business owners start the same report themselves, then bring it into that conversation with their advisor.