WHAT YOU GET
Advisor Valuation Tool Kit
Empower your practice with professional business valuation tools built to deliver credibility, value, and opportunity—at scale.
Wealth, M&A, and Growth Advisors →
Easy & Instant
Business Valuations
for Your Clients
Launch a white-labeled experience of our Business Valuation Calculator to offer directly to your clients!
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Add Immediate Value to Your Business Owner Clients
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Attract New Business Owner Clients
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Drive New Revenue As An Exitwise Affiliate
30k+
Business Valuations Produced
500+
Industries Represented
4
Valuation Certifications
Empower Your Clients to Know
What Their Worth Today &
How to Be Worth More Tomorrow.
Our Valuations go beyond just determining a client's M&A exit value —
they provide everything they need to gain confidence, clarity, and a comprehensive
understanding of their business’s worth as they drive growth or move towards a successful exit.
1Valuation & Multiples
Offer your clients comprehensive Business Valuations backed by real market data, private sale comps, and industry benchmarks—giving them clear, defensible insights into what their business is worth and why.
2Competitive Benchmarking
Reveal your client's industry performance metrics as a baseline to determine their competitive positioning and the most realistic valuation as possible.
3Primary & Secondary Value Drivers
Uncover Value Drivers & Industry Insights that show your clients exactly what impacts their valuation— helping them see their strengths, weaknesses, and opportunities to increase value.
Professional Valuations. Powered by Exitwise. Branded by You.
Deliver clean, compelling valuation reports under your firm’s brand. The calculator breaks down value into three critical categories:
💰 Valuation & Multiples – Instantly calculate EBITDA, revenue multiples, and market-based valuation ranges
⚖️ Competitive Benchmarking – Compare your client’s business to industry peers
🔍 Primary & Secondary Value Drivers – Highlight the specific levers driving valuation (and what’s holding it back)
Use it to spark conversations, build trust, and position your firm as a forward-looking partner.
Your Command Center for All Client Valuations
Easily manage client activity in one simple dashboard:
📨 Send valuation links to clients
✅ Track submission status
✏️ Review, edit, and finalize reports
📤 Share polished outputs with clients
Everything you need to deliver value with clarity, speed, and consistency—without ever leaving the dashboard.
Turn Trusted Conversations into Exit Opportunities
When your client is ready to explore an exit, you can connect them directly with Exitwise’s expert M&A team—and earn a competitive finder’s fee when the deal closes.
Through your referral, clients gain access to:
✅ Certified Business Valuations
🧭 Exit Preparation & Strategic Planning
🤝 World-Class M&A Deal Teams—including investment bankers, legal, tax, and diligence experts
You make the introduction.
We handle the services end-to-end.
You share in the upside—without lifting a finger.
Certified
Our software has been designed by certified valuation professionals, ensuring accurate valuation ranges & actionable insights for business owners.
Confidential
Our reports require no identifying information — keeping your client's valuation 100% private until they choose to share it.
Secure
We safeguard your client's privacy, preserve your fiduciary duty, and never sell personal data through our robust security measures.
Providing Your Clients With Business Valuations is Quick & Easy.
Book a Call & Enroll
On our brief onboarding call, we’ll walk you through:
– A quick intro to Exitwise and how we partner with advisors
– Setting up your white-labeled valuation calculator (your brand, our tech)
– How to start offering business valuations immediately
What do you get? Easy enrollment, clear pricing, and your personalized calculator—ready to use within 24 hours.
Offer Business Valuations (Your Way)
Whether you're hands-on or prefer automation with your clients, we’ve got you covered.
✔️ Input client financials yourself or share your white-labeled calculator for clients to input financials directly.
✔️ Choose to review, edit, and present the final valuation—or schedule time with the Exitwise team to present to your clients.
You’re in control: Deliver professional-grade valuations in minutes, build trust, and open the door to deeper advisory services.
Manage Everything from Your Advisor Dashboard: Your central hub for all client activity.
✔️ Instantly access, review, and edit every valuation
✔️ Share reports with clients at the click of a button
✔️ Track client progress and revisit reports anytime
Stay organized, professional, and one step ahead—all from one intuitive dashboard.
Get Your Valuation Calculator Today!
White-label our established Business Valuation Calculator with your own brand & give your clients instant & accurate valuations today.
- White-Labeled, Branded Business Valuation Calculator
- Real-Time Business Valuations with Value Drivers & Actionable Insights
- Secure Advisor Dashboard to Download & Share Reports
- Client Referral Fee Tracking
Frequently Asked Questions
The report includes:
Comprehensive business valuation range with detailed analysis
Revenue, EBITDA, and ARR multiple analysis
Advanced DCF Modeling
Precedent Transactions Analysis
Competitive benchmarking & positioning
Industry research and M&A market analysis
M&A Expert insights and opinions
Detailed recommendations for value improvement
Getting started is easy. Simply book a quick call with our team, where we’ll walk you through everything you need to get up and running as an Exitwise Advisor. On the call, we’ll:
Introduce how the Exitwise Advisor Program works
Set up your white-labeled valuation calculator (custom-branded with your firm’s identity)
Walk through the advisor dashboard and how to start providing valuations immediately
Answer any questions about referrals, client experience, and tools
From there, you’ll be fully equipped to offer investor-grade valuations to your clients—under your own brand—in less than 24 hours.
After inputting all relevant data (~10 minutes), the report is delivered within minutes to your inbox.
Our Valuation Reports uniquely combine:
Artificial intelligence analysis of proprietary M&A transaction data
Comprehensive industry research and Company Benchmarking
Actionable recommendations for value improvement
Think of our Valuations as not only highly accurate data derived from the most sophisticated methodologies but it’s also a blue-print of a highly strategic game plan to improve your valuation over time.
Yes, we offer a 100% satisfaction guarantee. If you're not satisfied with the comprehensiveness of our analysis, we'll work with you to address any concerns or provide a full refund.
We employ three primary valuation methods:
Comparable Transactions Analysis
Advanced Discounted Cash Flow (DCF) Model
Precedent Transactions Analysis
No other valuation service is more accurate than Exitwise when analyzing Exit value ranges. Our valuations leverage proprietary real-time market transactions and multiple valuation techniques. We provide guidance ranges rather than single point estimates to account for various market factors and scenarios. The report includes both "low" and "high" valuation scenarios based on different market conditions and buyer types.
We maintain strict confidentiality through:
Secure data handling
Limited access protocols
Encrypted data storage