Institutional-grade deal packages, white-labeled under your brand. Built exclusively for licensed business brokers.
No spreadsheets. No advisor calls. No two-week turnaround. Just a guided conversation that produces a deliverable you can actually act on.
Click New Assessment in your broker portal. Choose Snapshot or Full. Your client gets a branded invite link — or you fill it in yourself in Broker Fill Mode.
Structured questions covering financials, operations, customers, and deal context. Takes 20–40 minutes. Auto-saves throughout. Works on mobile.
Reports generate in 10–15 minutes. Review everything in your portal, override the multiple if needed, and release to your client under your firm's brand.
Brokers were spending weeks and thousands of dollars to produce what ClearValue delivers in an afternoon.
Everything a buyer, lender, or CPA needs — generated in minutes, reviewed by you, released under your brand.
Full SDE normalization schedule, industry-calibrated multiples, three-scenario value range, and SBA DSCR financing analysis.
Buyer-ready business overview, operations, financials, and deal structure — formatted the way buyers and lenders read.
6 categories scored /100 with dollar impact per gap, a Deal Readiness Score, and a 60–90 day action plan.
Phase 1/2/3 implementation guide with per-tool ROI estimates and projected valuation impact.
Every deliverable carries your firm's name, logo, and contact information. Your client never sees ClearValue Advisory — they see your brand.
Manage all clients from one dashboard. Review reports before release, override inputs, edit any section, and track assessment status in real time.
ClearValue Advisory is built exclusively for licensed business brokers. Apply for access and see broker pricing.
We use the same SDE-based methodology a boutique M&A advisor uses. SDE (Seller's Discretionary Earnings) is the cash flow available to a new owner — your net profit plus your salary plus owner perks the buyer won't need. We apply industry-calibrated multiples, generate a three-scenario value range, and include SBA financing analysis. The output is a defensible report you can hand to a lender, a buyer, or your CPA.
No. ClearValue reports are valuations and M&A analysis — built for owners, brokers, lenders, and dealmakers who need a fast, well-reasoned valuation to make a business decision. Think of it like a broker price opinion in real estate: professional and useful, but not a certified appraisal. If you specifically need a USPAP appraisal, you'll want a certified appraiser. See our Terms for the full disclaimer.
Full assessments complete in 20–45 minutes of guided intake, then reports generate in the background — typically 10–20 minutes. The entire process from intake to reports in your portal is under an hour.
Yes. Our broker tier puts your firm's name, logo, and contact information on every deliverable. Your client never sees ClearValue Advisory — they see your brand. See how it works for brokers →
Yes. Data is encrypted in transit (TLS/HTTPS) and at rest (AES-256). Enterprise-tier reports and uploaded financial documents receive additional application-level encryption with per-tenant access controls. We never sell, share, or use your data to train AI models. See our Privacy Policy for full details.
Snapshot — Business Valuation only. Fast intake, generates in ~5 minutes. Great for initial client conversations and listing pitches.
Full — 4 client-facing reports (Valuation, CIM, Gap Analysis, AI Roadmap) plus a broker-only Red Flags Report. Takes 20–40 min intake.
Apply for broker access and have your first report ready before the end of the week.