Pricing & Plans
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Premium
Live Business Valuation with similiar competitive comparisons
Value-Lift Roadmap (CEPA-aligned; integrates Value Builder drivers)
Self-Paced Training to Increase Business Value
$149/Quarter
Instant valuation today, plus forward-looking valuations forecasts tied to your assumptions
Know exactly what to do next with a step-by-step actions tied to valuation lift.
Progress Tracker for valuation-lift milestones
Owner Resource Library (playbooks, tools, case examples)
Not included: PDF/Excel reports from the valuation tool or the Value Builder roadmap platform
Not included: 1:1 advisory or custom consulting.
Pro Advisory & Deliverables (Guided)
Decision-ready reports. Expert time. Confident Decisions
Pricing Negotiable based on Goals & Meeting frequency
Everything in Premium, plus...
Exportable reports you can share immediately, no formatting scavenger hunts.
Confidence in the large business decision with 1:1 strategy sessions
Easy alignment via a concise quarterly summary that makes priorities and progress obvious.
Valuation snapshot with competitor comparisons (PDF)
Roadmap scores and priorities (PDF/slide exports)
Strategy calls to review results, goals, prioritization, and decision reviews
Priority email for quick questions (48-hour response window)
Ready to share current valuation range, top drivers, last-90-day wins, top priorities
