Pricing
One Simple Price.
Complete Platform.
"No tiers. No hidden fees. No surprises. Just everything you need to track your value, plan your exit, and secure your retirement."
Standard Items Included with Subscription
Business Valuation Tools Included
Know your true worth with precision and confidence.
5 Industry-Standard Valuation Methods (EBITDA, SDE, Revenue, Asset-Based, DCF)
Broker Opinion of Value Report - Updated Monthly
Valuation Tracker with Historical Trends
Industry-Specific Multiples Database - updated as the market changes so you can always know your multiple
Business Exit Planning Tools Included
Preparing the business for successful transition
Comprehensive Exit Assessment — 9-category evaluation of business transferability, operations, and market positioning, with action plans
Exit Risk Assessment Matrix — Identify and prioritize risks that could derail a successful exit
Suggested 2-Year Workplan — Quarterly milestones and action items to systematically improve exit readiness
Value Acceleration Opportunities — Specific recommendations to increase business value before sale
Financial Modeling Tools Included
See your future before it happens and understand your value
3-Year Financial Projections with valuation
Scenario Modeling (Best/Base/Worst Case)
Growth Rate & Assumption Controls
What-If Analysis
Personal Finance (Business Owner) Items Included
See your future before it happens and understand your value
Asset Gap Calculator & Retirement readiness with Monte Carlo Simulations
Net Worth Tracking
Understand how your business value impacts your personal wealth
All contained in a secure section only the business owner can access
Financial Data & Reporting Tools Included
Your financial story, organized.
Smart Data Import (File Upload, Copy/Paste, AI Image Recognition)
Income Statement, Balance Sheet, Cash Flow Reports
Data Validation & Input Controls
Multi-Period Views (Yearly, Monthly, YTD)
Security & Infrastructure
Enterprise-grade protection for your most sensitive data.
256-bit Data Encryption
SOC 2 Type II Compliant Infrastructure
Complete Data Isolation (RLS)
Role-Based Access Controls
$
99
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Month
7 day free trial cancel anytime