For accountants & advisors
Offer professional valuations to every client. In minutes, not weeks.
White-label reports, volume pricing, and a workflow that fits inside your existing client relationship. Typical partner firms save 40–60% per report versus retail pricing.
Who this is for
Built for three kinds of professional services firm
Accountancy practices
Offer valuations as a productised service. Standardised delivery, consistent quality, no partner-time drain on low-value engagements.
M&A & corporate finance advisors
Produce deal-ready preliminary valuations during pitch and early engagement. Scale the top-of-funnel without adding analyst headcount.
Business brokers
Give every listing a defensible price anchor before it hits the market. Reduce mispriced listings and shorten time-to-close.
Where firms use Valuion
The situations that keep coming up with your clients
01 · Succession planning conversations
A client in their sixties asks “what’s my business worth?” You want to give them a real answer, not a vague range. A Valuion report turns a half-hour meeting into a proper succession-planning engagement with a document they’ll actually read.
02 · Annual review with owner-managed clients
Track client business value year over year. Attach a Valuion report to the annual accounts pack. Opens conversations about tax planning, share-restructure, gradual transfer, and exit timing.
03 · M&A pitch and early engagement
Pitch with a preliminary valuation range already in hand. Generate it in 15 minutes during the initial meeting. Converts pitches faster than generic slides.
04 · Tax planning & share reorganisations
Defensible indicative valuation for share reorganisations, family transfers, EMI scheme pricing (UK), ESS safe-harbour (Australia), estate freezes (Canada). Your human judgment goes into the final filing; Valuion produces the analytical groundwork in minutes.
05 · Divorce & litigation support
Starting-point valuation for matrimonial proceedings. Both sides can reference a consistent methodology. Upgrades to a signed human valuation if the case progresses.
06 · Fundraise advisory
Anchor your client’s pre-money ask with a defensible DCF. Gives founders a sourced number to put in front of investors rather than a multiple pulled out of the air.
What you get as a partner firm
Built to slot into how your firm already works
White-label reports
Your firm’s logo, colours, and disclaimer on every page. Client receives the report as if it came from your firm directly.
Firm dashboard for all users
Shared client list, report library, credit balance, and usage reporting across your team. Partners oversee, associates execute.
Credit packs, never expire
Pre-purchase a credit pack, use it over 12 or 24 months. No per-seat fees, no minimum volumes, no subscription lock-in.
Priority support
Direct email line to a senior reviewer. 4-hour weekday response. Discuss methodology questions, complex cases, and edge-case industry classifications.
Methodology sign-off letter
We provide a signed statement of methodology suitable for attaching to a filing or delivering to a court, certifying which published sources and standards the report follows.
Firm-wide templates
Pre-configure default methodology assumptions and disclaimers across your whole firm. New associates produce reports matching partner standards from day one.
Firm pricing
Pre-purchase credits, use them across your client book
Credits are fungible across tiers: 1 credit per Standard, 2 per Detailed, 4 per Premium. Credits never expire. No subscription.
Starter pack
Equivalent: 10 Standard reports, or 5 Detailed reports, or any mix. 15% off retail.
- Firm dashboard for up to 3 users
- Email support, 1 business day response
- Credits valid 12 months
Professional pack
Equivalent: 25 Standard, 12 Detailed, or mix. 30% off retail.
- Firm dashboard for up to 10 users
- White-label branding on all reports
- Priority email support, 4-hour response
- Methodology sign-off letters included
- Credits valid 24 months
Practice pack
Equivalent: 100 Standard, 50 Detailed, or mix. 50% off retail.
- Unlimited users in firm dashboard
- Full white-label + firm-wide templates
- Named account lead, phone & email
- Methodology sign-off letters included
- Credits valid 24 months
- Quarterly methodology briefing call
Bespoke volume pricing beyond 100 credits, multi-partner groups, and enterprise requirements. Contact us for a quote.
Workflow integration
Fits inside what your team already does
- Client instructs. Normal engagement letter. Your firm is the client of record, Valuion is the tool producing the analysis.
- Associate runs the questionnaire. 10–15 minutes using the client’s accounts export. Save & resume across sessions if needed.
- Report generates within 15 minutes. White-labelled with your firm branding. Associate reviews before forwarding.
- Partner reviews and annotates. Editable Word doc and scenario XLSX let the partner sanity-check assumptions and add firm-specific commentary.
- Client receives a firm-branded report. PDF + Word doc + (for Detailed) scenario XLSX. Delivered by your partner, presented in your language, backed by your methodology.
Most partner firms report a 6–10× improvement in time-to-delivery versus in-house valuation work, at 30–60% reduction in total cost per report (the retail saving plus the associate-hours saving).
Firm questions
Before you commit to a pack
Get in touch
Talk to us about your firm
A 15-minute conversation to understand your client book and recommend the right credit pack. We’ll also arrange a complimentary Detailed trial against an anonymised real client if you’d like to review the output before committing.
Productise valuations. Keep the judgment.
Every owner-managed client deserves a defensible valuation. Volume pricing makes that economically possible.