Empowering accounting firms with the tools and guidance to deliver fast & accurate valuations.
Scale your valuation services, deliver exceptional client value, and reclaim your time.
Benefits
Access to Unmatched Data
Tap into premium market intelligence, including S&P M&A data, giving you a competitive edge with accurate, up-to-date insights that are typically out of reach for smaller firms and independent... show more
Tap into premium market intelligence, including S&P M&A data, giving you a competitive edge with accurate, up-to-date insights that are typically out of reach for smaller firms and independent professionals. show less
Expert Guidance
Built-in guidance throughout the valuation process demystifies complex concepts, offering context-specific suggestions for rates, ratios, premiums, and discounts—ensuring consistency and professional... show more
Built-in guidance throughout the valuation process demystifies complex concepts, offering context-specific suggestions for rates, ratios, premiums, and discounts—ensuring consistency and professional rigor. show less
Multiple Valuation Methods
Perform robust valuations using both the Discounted Cash Flow (DCF) and Market Multiples approaches, allowing for flexible application depending on the nature of the business or purpose of valuation.
Perform robust valuations using both the Discounted Cash Flow (DCF) and Market Multiples approaches, allowing for flexible application depending on the nature of the business or purpose of valuation.
Dynamic Report Building
Effortlessly generate clear, professional valuation reports that are dynamically constructed based on your inputs—ready for client presentation or resale, saving you hours of manual effort.
Effortlessly generate clear, professional valuation reports that are dynamically constructed based on your inputs—ready for client presentation or resale, saving you hours of manual effort.
Additional Revenue Stream
Create client-ready reports you can resell as part of your advisory service—transforming your valuations into a scalable, recurring revenue opportunity.
Create client-ready reports you can resell as part of your advisory service—transforming your valuations into a scalable, recurring revenue opportunity.
Efficiency and Transparency
Streamline your valuation workflow without compromising on accuracy. The system ensures auditability and clarity, giving clients and stakeholders confidence in your output.
Streamline your valuation workflow without compromising on accuracy. The system ensures auditability and clarity, giving clients and stakeholders confidence in your output.
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