For Accounting Firms
Business Valuation Software for CPAs
Deliver defensible client business valuations in under fifteen minutes. A six-method engine handles SDE, EBITDA, revenue, discounted cash flow, asset-based, and precedent transactions automatically. PDF reports come out under your firm's name and brand color, ready to attach to a tax-planning memo or a client engagement file.
Free 14-day trial of Advisor tier with white-label PDFs. No card required.
This page is for CPAs and accounting firms who deliver valuations to clients under AICPA SSVS1. It covers calculation engagements, ABV credentials, and white-label deliverables. Looking for something else?
- Comparing valuation tools as a business owner? See the software comparison (Valzura vs BizEquity, ValuAdder, ExitAdviser, Equidam, CalcXML).
- Just want to value your own company? Start with the free calculator or the pricing page.
- Business broker or exit planner? The Advisor tier covers white-label PDFs and client portal links.
Why CPAs Choose a Multi-Method Valuation Engine
The reason a single-method calculator fails in front of a sophisticated client is simple: no one method captures the full picture. A services-heavy practice runs on Seller's Discretionary Earnings (SDE). A capital-intensive manufacturer keys off EBITDA. An early-stage SaaS company is priced on revenue multiples. A mature business with predictable cash flow needs a discounted cash flow with a terminal value. Asking a client to accept a number from a single approach invites the obvious question: “What does the income approach say?” Multi-method valuation answers that question before it is asked.
Valzura runs all six methods on every engagement, weights them by business size and industry, and produces a blended range that you can defend in a client meeting. The methodology page in every PDF walks the reader through the assumptions: which industry multiples were applied, what discount rate the DCF used, how risk adjustments were quantified. That transparency is what turns a calculator into a calculation engagement deliverable.
Six valuation methods, weighted automatically
SDE multiple, EBITDA multiple, revenue multiple, discounted cash flow with Gordon Growth terminal value, asset-based, and precedent transactions. Weights shift with business size: SDE-heavy under $1M, EBITDA-heavy above $10M.
White-label PDF reports
Replace Valzura branding with your firm name, website, and brand color on every page of the PDF. Configured once, applied to every report your firm generates from that point forward.
Defensible methodology page
Each report ends with a full methodology disclosure: which methods contributed, the weighting logic, the industry multiples database, the discount rate assumptions, and the risk-adjustment factors that were applied.
52 industries, 2025-2026 multiples
Industry multiples are sourced from BizBuySell and DealStats transaction data, refreshed for the current market. SaaS, e-commerce, professional services, manufacturing, restaurants, healthcare, and 46 more.
Sellability and risk scoring
Beyond the headline number, every report includes a sellability score, a revenue-quality score, a buyer-readiness checklist, and a value-roadmap with prioritized actions a client can take to lift the next valuation.
Scenario and sensitivity analysis
Best, base, and worst case scenarios with revenue growth and margin assumptions. Sensitivity tables show how the valuation moves with discount rate and multiple assumptions. Standard inclusion at the Professional and Advisor tiers.
How a CPA Engagement Flows Through Valzura
- 1
Client intake
Capture revenue, SDE or EBITDA, growth rate, owner involvement, customer concentration, and recurring-revenue mix. Most clients fill the form themselves; the CPA reviews and adjusts.
- 2
Run the multi-method valuation
The engine produces a low-mid-high range across all six methods, applies risk adjustments, and renders the contributing methods alongside the blended result.
- 3
Review and adjust assumptions
Override industry multiples, change the discount rate, or adjust the risk-factor scores. The valuation recomputes in real time as you change assumptions.
- 4
Generate a white-label PDF
One click produces a branded PDF with your firm name on the cover, your brand color across every accent, and your website in the footer of every page. Attach to the engagement file or send to the client.
- 5
Bill the engagement
Most CPAs bill calculation engagements at $2,000 to $5,000. Valzura's per-firm subscription is $299 to $499 per month for unlimited valuations, so the software pays for itself on the first deliverable each month.
Per-firm pricing, unlimited valuations
The Professional tier ($299/month) gives a CPA unlimited valuations with all six methods, scenarios, sensitivity tables, and PDF reports branded as Valzura. The Advisor tier ($499/month) adds white-label PDF branding with your firm name, brand color, and website on every page. Both tiers include a 14-day free trial.
Frequently Asked Questions
What is the best business valuation software for CPAs?
The best business valuation software for CPAs combines a defensible methodology, fast turnaround, and white-label deliverables. CPAs typically evaluate three things: how the software handles SDE versus EBITDA versus DCF (multi-method matters because no single approach fits every client), whether the PDF report can be branded with the firm's identity, and whether it produces a calculation engagement deliverable that holds up in client meetings. Valzura is built around all three: six valuation methods are weighted automatically by business size, every PDF can be re-skinned with your firm's name and brand color on the Advisor tier, and the methodology pages walk a reader through every assumption.
Can a CPA give a business valuation?
Yes. A CPA can perform a business valuation under AICPA Statement on Standards for Valuation Services No. 1 (SSVS1), which distinguishes between a valuation engagement (a comprehensive opinion of value) and a calculation engagement (an estimate using agreed-upon procedures). Most ad-hoc client requests, such as 'what is my business worth for tax planning' or 'should I accept this LOI', are well served by a calculation engagement. Software like Valzura accelerates the calculation by pre-applying industry multiples and discount rates, then produces a branded PDF the CPA can sign off on.
How do CPAs charge for business valuation services?
Pricing varies by engagement type and firm. Calculation engagements typically run $2,000 to $5,000, comprehensive valuation engagements run $15,000 to $50,000, and quick benchmark estimates for tax planning often go out at $500 to $1,500. CPAs who run high volume use software to bring the per-deliverable production cost down to under fifteen minutes, then bill the engagement at the same rate as before. The economics of subscription valuation software start to make sense after roughly two to three deliverables per month.
Do I need to be ABV or CVA credentialed to use valuation software?
No. Software does not require credentials to operate. However, the deliverable a credentialed analyst (ABV, CVA, or ASA) signs is treated differently by courts and the IRS than one signed by an uncredentialled CPA. For internal client planning, calculation engagements, and benchmark estimates, no credential is required. For divorce litigation, estate and gift tax filings audited by the IRS, and ESOP work, a credentialed analyst should sign and defend the report.
What valuation methods should appear on a CPA's report?
A defensible CPA-delivered valuation should show at minimum the income approach (DCF or capitalized earnings), the market approach (multiples of SDE, EBITDA, or revenue based on industry comparables), and the asset approach (net asset value or liquidation value). Most reviewers and opposing experts will look for at least two of these three. Valzura's engine runs six methods (SDE multiple, EBITDA multiple, revenue multiple, DCF with terminal value, asset-based, and precedent transactions) and weights them by business size, so the client receives a blended range with the contributing methods visible.
Related entities
- AICPA SSVS1 distinguishes valuation engagement from calculation engagement.
- Calculation engagement uses agreed-upon valuation methods.
- ABV credential is granted by the AICPA.
- Multi-method valuation reduces single-method bias.
- Industry multiples are derived from BizBuySell and DealStats transaction databases.
Run Your First Client Valuation This Afternoon
Pick an industry, enter the financials, generate a branded PDF. The trial is free for 14 days and the Advisor tier is the only place white-label branding is unlocked.
Last updated 2025-12-01