Financial Planning·Capability hub

Business Valuation

Estimating the fair market value of private businesses for owner-clients and exit planning scenarios.

What's shifting

From slow consulting engagements to living valuations

Traditional business valuation has been a slow, manual consulting engagement that relied heavily on historic balance sheets and retroactive metrics. AI is automating this landscape by plugging directly into small business accounting systems via API to analyze continuous cash flows and real-time transaction comps. This creates dynamic, living valuations that allow business owners and advisors to execute exit planning with accurate market data.

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How the work actually gets done

The top software vendors firms use here, and the features those tools actually ship.

Market landscape

8 vendors · 8 with profiles
LeaderEstablished, scaled incumbents.ChallengerMeaningful traction, gaining share.AIAI-native — built around LLMs / agents.DigitalDigitally native — app-first, no branches.