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For advisors

A valuation and a priced value-creation plan for every client, under your own name, with the method disclosed so anyone can test any figure. Then a yearly rerun that shows what your work added.

2-minute readUpdated October 2026

Your name on the cover

  • Your brandEvery edition can be delivered under your name. You present the work; the method is disclosed in full, so it is never a black box.
  • Defend any figurePick a number a buyer challenges and the appendix shows the chain: how it was built, which inputs it used, where each came from.
  • Run it againWhen a client’s numbers move, the run repeats, and the run-to-run bridge shows what moved and why.
  • Five editionsFull, core, the team’s plan without the price, the quarterly board page, and the appendix, all from one run.

Show what your work added

A year after the sample’s first run, the same engine ran again. The bridge splits the change into what the business did and what moved around it, and keeps the engine’s own yearly update on a separate line, so it’s never credited to anyone’s work.

The sample’s value, a year apartWhat the business is worth, $M
$2.50M$2.90M$3.30M$3.70M$4.10M$3.08MA year ago+$259kManagementdecisions+$216kRunning theplan+$109kCompetitiveposition+$30kForecastassumptions$0Marketconditions+$176kValuationmethodupdates+$68kMore cash,less debt$3.93MToday$2.50M$2.90M$3.30M$3.70M$4.10MS1234567$3.93ME
  1. SA year ago$3.08M
  2. 1Management decisions+$259k
  3. 2Running the plan+$216k
  4. 3Competitive position+$109k
  5. 4Forecast assumptions+$30k
  6. 5Market conditions$0
  7. 6Valuation method updates+$176k
  8. 7More cash, less debt+$68k
  9. EToday$3.93M

How to read it. Start at the left bar and add each step. Green steps add value. The first four, +$614k, are what the business did. Tap a bar to pick it out.

Three kinds of advisor

  • Wealth managersYour client’s biggest asset finally gets a number, and the net proceeds a wealth plan runs on.Read more →
  • CPAs and fractional CFOsAn add-back schedule built to be checked, and a quarterly bridge that shows what the retainer added.Read more →
  • Brokers and M&A advisorsA third-party reading of the business before the listing, and a paid way to prepare the clients who aren’t ready.Read more →

A cadence, not a one-off

Run a client once to set the baseline and the plan. Use the board edition each quarter to track the measures. Run again a year later: the bridge shows the change in value, cause by cause, on the same engine and the same rules.

  1. BaselineOne run: the value, the range and the plan.
  2. QuarterlyThe board page: what moved, and the gate calendar.
  3. YearlyThe rerun and the bridge: what the work was worth.

See it on a real report, or see it on yours.Download a sample reportSchedule demo