Easy & Instant Business Valuations for Your Clients
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Business Valuations Delivered
Industries Valued In
Industry 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.
Advisor Valuation Tool Kit
Empower your practice with professional business valuation tools built to deliver credibility, value, and opportunity—at scale.
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Professional Valuations. Powered by Exitwise. Branded by You.
Your Command Center for All Client Valuations
Turn Trusted Conversations into Exit Opportunities
Providing Your Clients With Business Valuations is Quick & Easy.
Every Exited Founder’s goal is to make sure you create the exit you deserve. And engaging them is 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.
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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.
Frequently Asked Questions
What's included in the Valuation Report?
How do I begin & what can I expect?
How quickly can a client complete the valuation?
What makes your valuation service different?
Do you offer refunds?
What valuation methods do you use?
How accurate are your valuations?
How is my information protected?
