For CPAs, wealth advisors, and business brokers
Offer Business Valuations to Your Clients
Deliver professional WorthCheckup Reports under your own brand. Per-report pricing, no subscription, and your first report is on us.
First report free · No subscription · Cancel any time
Built for the way you practice
Pay per report. Keep the relationship.
Standard
$59
per report
Client-facing WorthCheckup Report under the WorthCheckup name. Co-sign and deliver to your client.
- Full 8-dimension report
- Downloadable PDF
- All-included methodology
- No subscription
White-label Pro
$99
per report
Your firm's logo, color, and contact details on the PDF cover page and running header.
- Everything in Standard
- Your logo and brand color
- Your firm name on every page
- Your contact info on the cover
Volume
–25%
at 25+ reports / month
Volume discounts apply automatically to your monthly billing as you scale.
- 15% off at 10+ reports / month
- 25% off at 25+ reports / month
- Tier resets monthly
- No minimums required
Your first report is free on either tier. No credit card required to create an account.
How it works
Three steps from signup to delivered report
STEP 1
Create your advisor account
Firm name, your credential, and an email. Takes about a minute. Your account stays free until you run your second report.
STEP 2
Run a valuation for your client
Enter your client's numbers the way you would on a one-pager. The valuation runs in about 30 seconds.
STEP 3
Deliver the PDF report
Send your client a polished, advisor-branded WorthCheckup Report. Use it to open exit-planning and succession conversations.
Methodology reviewed by certified valuation professionals
SDE × industry multiple with calibrated risk adjustments for owner involvement, customer concentration, recurring revenue, growth trend, documented procedures, and books quality. A senior-analyst AI reviews the math and authors the client-facing explanations. You control what gets delivered — every report includes the underlying math so your client (and you) can stand behind every number.
Your first report is on us
Create your advisor account and run a real valuation for a real client — no charge, no credit card. Subsequent reports bill at $59 (standard) or $99 (white-label) per report.
Start Your Free Report