Three plans, one transparent setup fee, and no per-deliverable charges. Pick the seat count that matches your firm. Every plan includes the full white-label engine, the broker portal, and access to Full Assessment (4 deliverables) and Enterprise (5 deliverables).
All plans include the full ClearValue valuation engine, all five deliverable types, and the branded broker portal. The $999 setup is a one-time fee covering your branding configuration, onboarding session, and portal provisioning.
* All plans require a 1-year initial commitment. Subscriptions auto-renew annually unless cancelled 30 days before renewal date. Setup fee is non-refundable. Monthly subscription fees are non-refundable after the 15th of each month. See full broker partner terms →
No. ClearValue Advisory is used by licensed business brokers, M&A advisors, CPAs, business attorneys, financial planners, and consultants who help clients understand, prepare for, and position themselves for an exit. If you work with business owners who are considering a future sale, the platform is built for you.
Branding configuration (your logo, colors, contact info on every deliverable), portal provisioning, your firm's onboarding session, and our team's hands-on help getting your first few engagements live.
Each plan includes a set number of assessments per month (5, 15, or 50 depending on tier). Additional assessments are billed at $49 each across all plans. There are no separate per-client fees beyond the assessment count.
All plans require a 1-year initial commitment. After the first year, you may cancel with 30 days written notice before your renewal date. Downgrades take effect at the next renewal. The setup fee is non-refundable. Full broker partner terms →
Your client data is retained for 90 days after cancellation and available for export on request. After 90 days, data is permanently deleted per our privacy policy.
Yes. If you have specific compliance, integration, or volume requirements that go beyond the Brokerage tier, book a call and we'll put together a custom plan.
All three plans include white-label branding (your logo, colors, and contact info on every deliverable), the full report bundle per assessment (Business Valuation, CIM, SDE Normalization, Gap Analysis, and AI Roadmap), broker review and release controls, multiple-override capability, client invite via magic link, and the broker portal dashboard. Plans differ only in monthly assessment volume and number of broker seats: Solo (5 assessments, 1 seat), Team (15 assessments, 3 seats), and Brokerage (50 assessments, 10 seats). Enterprise assessments are capped per plan and count toward the monthly total.
Yes. You can upgrade at any time — the new rate takes effect immediately and is prorated for the remainder of your billing cycle. Downgrades take effect at your next renewal date. To upgrade, go to your broker portal under Account & Billing and select the new plan, or book a call and we'll handle it for you.
Not prominently. Your firm name and brand are the primary identity on every report. Reports may carry a "Prepared with ClearValue Advisory" note as an analytics attribution — your brand leads on every deliverable.
Under 60 minutes after the client completes intake. Typically 8–10 minutes for Full Assessment. Enterprise assessments may take slightly longer depending on document volume.
Yes — always. Reports queue for broker review. You control when and if your client receives access. Nothing releases without your approval.
Yes. The Broker Multiple Override tool lets you set a custom multiple with documented rationale. Your client sees your number only. The AI-generated multiple is stored internally for audit purposes.
Use Correct Inputs & Regen to fix any figure and regenerate. This uses one assessment slot from your monthly quota. All changes are tracked in the audit trail.
No. ClearValue is an analysis and preparation tool. It does not list businesses, represent buyers or sellers, or navigate transactions. It produces deliverables that support your advisory work — the relationship and deal execution are yours.
From IBBA Market Pulse and BizBuySell Insight Report — the same sources used by licensed brokers nationally. Updated quarterly, covering 40+ industries. Your override always takes precedence over the AI-generated multiple.
Yes. All data is encrypted in transit (TLS) and at rest (AES-256). Each brokerage is fully isolated — no other firm can access your client data. A full audit trail is recorded on every action. We are working toward SOC 2 certification.
You send an invite from your portal. Your client receives a secure link — no account setup required. They complete intake and you see everything in your portal in real time. The system tracks sent, opened, and resend count (3 resends per 24 hours).
One Full Assessment generation = one slot. Correct Inputs & Regen = one additional slot. Editing report text does not use a slot. Slots do not roll over month to month.
Walk through a live demo before you sign up. See the white-label engine in action with real reports.