For Advisors & CPAs
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.
Why Now
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.
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.comClient 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 SurveyBusiness 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 SurveyThat 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
Valuation Vitals gives you and your client a shared, objective view of business strength across four 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. Each score shows the inputs, formula and band behind it, so you can walk a client through the reasoning line by line.
Illustrative valuations combine the Strength Score with a market range drawn from over 1,000 published multiples across over 100 industries and over 15 sectors, from over 100 publishers, covering EBITDA (earnings before interest, taxes, depreciation and amortization), SDE (seller's discretionary earnings) and revenue. Every figure in the range cites its publisher, so you can walk a client through a sourced, defensible number. When no published multiple fits the business, the platform shows no valuation rather than guessing.
Why Advisors Use It
How It Works
Add a client, analyze their financials and various business documentation, deliver their Strength Score and Strength Roadmap, and track progress over time, all under your firm. Guided example clients show exactly what to enter at each step and which files to upload, in order.
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.
Four drivers: Financial Health · Revenue Resilience · Transfer Readiness · Process Maturity
We're onboarding advisory firms for early access. Request a demo and we'll walk you through the firm workspace and client workflow.