Partner with certified valuation professionals to provide independent business valuation reports for your clients' tax and financial reporting needs.
Offer valuation services under your firm's brand while maintaining client relationships.
All valuations meet regulatory standards for tax reporting and financial statements.
Meet tight deadlines with our efficient process and dedicated support team.
Expand your service offerings without adding specialized staff or investing in valuation training.
Professional valuation reports that meet regulatory standards and provide defensible documentation for compliance purposes.
Offer comprehensive valuation services to your clients through our collaborative partnership.
Compliant valuations for estate planning, gift tax returns, and charitable contributions.
ASC-compliant valuations for financial statement reporting and audit support.
Competitive pricing for your clients
Co-branded reports for your firm
Enhanced support for regular collaborations
Typical engagement: $5,000-$15,000 depending on complexity |Timeline: 2-3 weeks |Report format: NACVA-compliant professional valuation
| Credential | CVA | ASA | ABV | CFA |
|---|---|---|---|---|
| IRS Recognized | Limited | |||
| Private Company Valuations | N/A | N/A | N/A | N/A |
| Private Company Focus | Public | |||
| Training Hours Required | 60+ hours | 120+ hours | CPA + 75 hours | 300+ hours |
| Annual CPE Required | 36 hours | 40 hours | 60 hours | 20 hours |
Standard valuations: 2-3 weeks. Rush service: 5-7 business days. Estate tax deadlines and year-end needs receive priority scheduling.
Yes, we provide draft reports for your review. You can suggest clarifications and ensure alignment with your client's needs before finalization.
SOC 2 compliant systems, encrypted file transfers, and signed BAAs. We meet or exceed your firm's security requirements.
We can offer geographic or industry exclusivity for strategic partners. Standard NDAs prevent sharing of any client information.
Valuations are tax-deductible professional services. Most clients save more in tax planning than the valuation costs. We provide ROI documentation.
Co-branded materials, client webinars, email templates, and case studies. Plus CPE sessions for your team on valuation topics.
CPA firm partners nationwide
IRS audit success rate
Average annual tax savings identified
CPA partner satisfaction rating
Mid-size CPA firm with 40 partners needed valuation services for estate planning clients but couldn't justify hiring full-time valuation staff.
White-label partnership providing on-demand valuations with co-branded reports and direct expert access for complex situations.