For Advisors & CPAs

Help every client build a stronger business.

Valuation Vitals works in tandem with the strategic advisory services you already provide, giving you a forensic, data-driven way to show clients exactly how strong their business is and what to fix next. Stronger businesses, deeper relationships, better outcomes, whatever your client's end goal.

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Why Now

The advisor's role is expanding. We help you meet it.

The work that defines an accounting practice is shifting. Routine compliance is becoming faster and more automated, and the firms pulling ahead are the ones turning that freed capacity into year-round advisory value. Valuation Vitals is built for that shift, giving you a rigorous, repeatable way to deliver business-strength advisory at scale.

Compliance is commoditizing.

As tax preparation and compliance become increasingly automated, the value is moving to proactive, year-round guidance. The room to grow is large: one CPA.com study puts current U.S. spending on tax-planning solutions at $60 to $90 million against a total addressable market of roughly $550 million, most of it still uncaptured.

Source: Thomson Reuters Institute, "The advisory imperative," citing CPA.com

Advisory is where firms are growing.

Client Advisory Services (CAS) is the fastest-growing service area in public accounting. Firms reported a median 17% growth rate, with CAS revenue projected to roughly double over three years. Advisory is no longer a side offering; it is the growth engine.

Source: 2024 CPA.com & AICPA PCPS Client Advisory Services Benchmark Survey

Owners are asking for it.

Business owners increasingly want a strategic partner, not just a return. In a 2025 industry survey, 79% of accountants reported expecting increased client demand for strategic advisory services. The appetite is there; the constraint is capacity.

Source: Firm of the Future / Intuit 2025 Accountant Technology Survey

That capacity is what Valuation Vitals provides. It is the intelligence system that lets your firm deliver forensic, data-driven business-strength advisory across your whole book, without adding headcount.

The Tandem

It complements your advice. It doesn't replace it.

Valuation Vitals gives you and your client a shared, objective view of business strength across five drivers, so your guidance is grounded in forensic data and your client sees measurable progress. You lead the relationship; the platform does the rigorous analysis; together you build a stronger business.

Illustrative valuations are grounded in vetted market comparables and your Strength Score, and the platform withholds a figure when aligned comparables are not present.

Why Advisors Use It

Built for your firm and your clients.

Differentiate your firm with a rigorous, repeatable business-strength assessment.
Deepen and extend client relationships with ongoing, measurable value.
Serve your whole book, not just clients thinking about selling.
Manage every engagement in one place with a firm workspace and client roster.
And if a client ever decides to sell, they'll be positioned for the strongest possible valuation.

How It Works

How it works for your firm.

Add a client, analyze their financials and various business documentation, deliver their Strength Score and Resilience Roadmap, and track progress over time, all under your firm.

Upload the recast profit and loss and related workbooks you already prepare for clients. Valuation Vitals reads seller's discretionary earnings and adjusted earnings directly from your spreadsheet, including formula-built totals, so you do not rebuild those figures inside the platform.

Five drivers: Financial Health · Revenue Resilience · Transfer Readiness · Process Maturity · Industry Intangibles

See it in action

We're onboarding advisory firms for early access. Request a demo and we'll walk you through the firm workspace and client workflow.

Request a Demo