For Licensed Business Brokers & M&A Advisors

How ClearValue Advisory Works — And Why It's Not What You Think

Every broker. Boutique M&A quality.

Is this just ChatGPT with a pretty interface?

No. And the difference matters for your clients and your reputation.

Anyone can paste financials into a general-purpose AI and get a rough valuation. ClearValue Advisory is a purpose-built deal preparation engine — trained on M&A methodology, structured around broker workflow, and designed to produce output you can hand to a buyer, lender, or CPA without editing.
Structured M&A intake

30-phase guided data collection built around exactly what buyers and lenders ask in due diligence.

Proprietary SDE methodology

Full normalization schedule, industry-calibrated multiples, three-scenario valuation, SBA DSCR analysis.

8-rule consistency checks

Internal data validation catches anomalies before they reach the report.

Institutional output format

CIM, Valuation Report, Gap Analysis, AI Roadmap — structured the way buyers and lenders actually read.

Broker infrastructure

White-label portal, client management, corrections workflow, report editor — built for how brokers work.

No estimation policy

The AI never fills in blank fields. Missing data is flagged — not fabricated.

What happens to the financials your client enters?

🔒

Encrypted in transit & at rest

TLS/HTTPS + AES-256 at the infrastructure layer.

🚫

Never sold or shared

Data is used solely to generate your client's reports.

🛡️

Never used to train AI

Your client's financials stay your client's financials.

Does this replace the broker?

No — it replaces the two weeks of analyst work that precedes your real value. ClearValue handles data collection, normalization, report generation, and formatting. You handle client relationships, deal strategy, buyer matching, negotiation, and closing. The platform makes you faster and more credible — it doesn't do your job.

Four institutional-grade deliverables. One sitting.

1
Confidential Information Memorandum

12–15 pages, buyer-ready.

2
Business Valuation Report

SDE normalization, 3-scenario range, SBA analysis.

3
Strategic Gap Analysis

6 gaps scored /100, dollar impact, 60–90 day action plan.

4
AI & Automation Roadmap

Phase 1/2/3 plan, per-tool ROI, valuation impact.

Ready to see it in action?

Reports are AI-generated analysis based on self-reported information and do not constitute a USPAP-compliant appraisal, certified business valuation, or financial, legal, or tax advice. See our Terms of Service for full disclaimer.