Advisor Tier
White Label Business Valuation Software
Generate professional PDF business valuations under your own firm name. Replace the Valzura logo, the cover accent, and the page-footer website with your brand. Configured in 60 seconds; applied to every report from that point forward.
White-label PDFs included on the Advisor tier ($499/month). No card required for the trial.
Why Advisory Firms Buy White-Label Valuation Software
Small advisory firms compete on presentation as much as on substance. A two-partner CPA practice that hands a client a PDF stamped with a third-party SaaS logo signals that the deliverable came out of a vending machine. The same firm handing over a PDF with their own letterhead, their own brand color on every accent strip, and their own website on every page footer signals expertise. The numbers underneath are identical. The perception is not.
White-label valuation software lets a firm bill at advisory rates rather than at software-subscription rates. A calculation engagement that goes for $2,000 to $5,000 reflects the firm's judgment, not the platform. The platform is invisible.
Every Branded Element on the PDF
Cover page firm label
The all-caps brand label across the top of the cover page becomes your firm name.
Cover accent strips
The two horizontal accent bars on the cover (the top strip and the title underline) take your brand color.
Cover “prepared by” line
The bottom of the cover page lists your firm's website as the preparer.
Page header brand text
Every internal page (Sellability, Revenue Quality, Buyer Readiness, DCF, Scenarios, Sensitivity, Precedent, Deal Structures, Tax Impact, Value Roadmap, Methodology) shows your firm name in your brand color in the top-left.
Page footer credit
Every page footer reads “Generated by your-firm.com” instead of Valzura.com.
Disclaimer firm reference
The methodology disclaimer at the back of the report references your firm name when stating non-advisory positioning.
Setup in 60 Seconds
- 1
Subscribe to the Advisor tier
$499 per month with a 14-day free trial. White-label PDF branding is the headline feature of the tier.
- 2
Open Settings in the dashboard
Navigate to Dashboard → Settings. The White-Label PDF Branding card appears at the top, above Subscription.
- 3
Enter your firm details
Type your firm name, paste your website URL, pick your brand color (hex picker), add an optional tagline. A live preview shows the cover page header as you type.
- 4
Save
One click. Every PDF generated by your account from that point forward uses your branding. Existing reports remain as they were rendered.
Built for Four Kinds of Advisory Firms
CPAs and accounting firms
Calculation engagements, tax planning memos, partner buyouts, estate strategy. The white-label PDF becomes a workpaper deliverable.
Business brokers
Sell-side opinions of value, broker-opinion-of-value pitches, listing prep. Brokers can deliver a polished deliverable without paying $400 per BizEquity report.
Exit planners
Pre-sale value gap analysis, value-acceleration roadmaps, CEPA-style deliverables. The sellability scoring and value-roadmap sections map directly to exit planning frameworks.
Financial advisors
Wealth advisors with concentrated-business clients quantify illiquid equity for net-worth statements and estate plans.
$499 per month, unlimited white-label valuations
The Advisor tier includes everything in Professional plus white-label PDF branding, unlimited valuations, all six methods, scenarios, sensitivity tables, and the full premium scoring suite. The Professional tier ($299/month) keeps Valzura branding on the PDF.
Frequently Asked Questions
What is a white label business valuation report?
A white label business valuation report is a deliverable produced by third-party software but presented under the advisory firm's own brand. The cover page shows the firm's name, the page headers carry the firm's brand color, the footer shows the firm's website, and the underlying engine that ran the calculation is invisible to the end client. White-label deliverables let small advisory firms compete with national brands on presentation while keeping the cost structure of a SaaS subscription.
Who uses white label valuation software?
The most common buyers are CPAs delivering calculation engagements, business brokers preparing opinions of value for sell-side listings, exit planners running pre-sale assessments, and financial advisors quantifying business equity for clients with concentrated wealth in a private company. Each of these professionals needs a defensible number, a credible-looking PDF, and a way to bill the engagement at advisory rates rather than at software-subscription rates.
How is the white label PDF branded?
Inside the dashboard, the firm sets a firm name, a 6-digit hex brand color, a website URL, and an optional tagline. From that point forward, every PDF the firm generates substitutes those values for the Valzura defaults. The cover page label, the page-header brand text, the cover accent strips, the ‘prepared by’ line, and the footer of every page all reflect the firm. The disclaimer language references the firm name. Client-facing language never mentions Valzura.
Does the client know which software produced the report?
Not from the PDF itself. With white-label branding configured, the deliverable is fully your firm's. Valzura is the engine, not the brand. If a client asks how the methodology was developed, the methodology section in every report walks through the multi-method approach, the industry multiples source, and the discount rate logic in plain English the firm can stand behind.
What is included in the white label tier?
The Advisor tier ($499/month) unlocks white-label PDF branding, unlimited valuations, all six valuation methods (SDE, EBITDA, revenue, DCF, asset-based, precedent transactions), scenarios and sensitivity analysis, the sellability and revenue-quality scoring, the buyer-readiness checklist, and the value-roadmap. Lower tiers retain Valzura branding on the PDF.
Can I customize the report content as well as the branding?
The methodology, calculations, and report sections are standardized across every Valzura-generated valuation, which is part of why the deliverable holds up under client scrutiny: there is one engine, one set of methods, one set of disclosures. You control the branding (firm name, color, website, tagline) and the inputs (financials, growth assumptions, risk adjustments). The output sections are templated for consistency.
Related entities
- White-label software lets firms resell a third-party tool under their own brand.
- Brand color is applied to the cover accent and header text on every PDF page.
- Calculation engagement is governed by AICPA SSVS1.
- Multi-method valuation produces a defensible blended value range.
- Advisor tier unlocks white-label PDF branding.
Your Brand on Every Valuation Report
14-day free trial of the Advisor tier. Configure your branding, generate a sample PDF, and see your firm name on every page before you commit to a subscription.
Last updated 2026-02-20