Join a growing community of CPAs who are helping their clients increase the value of their companies.

ValuePath Plus was developed as a business value enhancement tool for CPA's to help business owners increase the value of their business— so when it's time to sell, they are best positioned to receive the highest return.

What can ValuePath Plus do for you?

Enhance Client Retention and Attract New Clients to build your business

Provide a systematic process for delivering value-based advisory services

Create Recurring Revenue with valuation updates and related advisory work

Provide a proactive, outbound business development tool

Create an entry point for succession or exit planning services

Differentiate your firm through Private Branding

How You Can Use ValuePath Plus to Increase Revenues in Your Firm

ValuePath Plus provides a variety of options depending on what level of service your client needs and what best fits your firm's service offering.

A benchmark valuation

Your client wants an affordable way to determine the fair market value of their company. Advisory work not required.

A benchmark report with a value enhancement report

Your client is interested in a longer term strategy to build value. Advisory work optional, but suggested.

A benchmark valuation, enhancement report, and use of the value forecasting tool

Your client wants to engage with you to help build his company value over time. Advisory work optional, but strongly suggested.

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Pricing for ValuePath Plus

For roughly the price your client would pay for a typical calculation valuation report, they can instead receive the 3 components of ValuePath Plus – a robust calculation report, a company-specific value enhancement report, and the 'real-time' value forecasting tool. Depending on their need, they can also get the benchmark valuation and then choose whether to add the value enhancement report and value forecasting tool separately.

ValuePath Plus provides an excellent platform to support 'value-pricing' initiatives with your clients. As such, we offer ValuePath Plus at wholesale pricing to CPA firms. What is it worth to a business client if you help them increase their equity year-to-year and move them from the 75% of small companies that don't sell into the 25% that do? Call or email us today for wholesale pricing information.

Get Started Today!

Go outbound to your clients with our free ValuePath Fact Sheet. Fill out the form provided to download a copy.

Grow your firm's revenue through our outsourced valuation services.

For clients requiring valuations for estate and gift taxes, shareholder transactions, buy-sell agreements, ESOPS or other purposes.

We can provide full 'Conclusion of Value' appraisal reports to your clients at favorable market pricing that meet AICPA standards. We'll compensate you for your time and effort in the project at 15% of the valuation price we set with the client, which is determined based on the scope of work required. Your 'efforts' would be to provide client company financials and to introduce us to the client by email or in a joint call.

Through our strategic alliance, we currently provide outsourced valuations for the clients of many CPA firms in the BDO Seidman and Rootworks accounting networks.