About

Boutique-grade valuation work. Without the boutique invoice.

ClearValue Advisory exists because every business owner deserves a real, defensible valuation. Not a guess from an online calculator and not a $5,000 quote from an advisor they only need once.

Our mission

Make institutional-grade business analysis accessible to everyone who runs a business.

For decades, the question "What's my business actually worth?" has had two answers: a cheap online estimator that nobody trusts, or a six-week engagement with a boutique M&A shop that prices most owners out. We built ClearValue to close that gap.

What's different

Same methodology. Better delivery.

Real methodology

Industry comparables, multiples, discounted cash flow, asset-based. The same valuation framework a boutique M&A advisor uses, applied consistently to every engagement.

SDE framework + document-level analysis

ClearValue Advisory is built on the same SDE framework institutional M&A advisors use to value Main Street and lower-middle-market businesses. Every assessment includes a formal Normalization Schedule — a line-by-line recast of reported income that identifies and documents every legitimate add-back. For Enterprise assessments, the AI performs document-level analysis — cross-referencing uploaded tax returns and financial statements against conversation inputs, flagging discrepancies, and identifying potential add-backs that may not have been captured. The AI is designed to ask the questions a human M&A advisor would ask — including follow-up probes on expense categories that appear high for the industry and potential hidden add-backs.

Same-session delivery

No two-week turnarounds. Snapshot and Full Assessment reports generate before you close the tab. Enterprise turnaround is typically within 1 business day.

Transparent pricing

Three published tiers, no proposals, no hourly billing, no scope creep. You see the price before you start. You only pay when the report is ready to download.

Lender- and buyer-ready

Every deliverable is formatted for the audiences you'll actually hand it to. Banks, buyers, partners, lawyers. Polished, branded, and structured the way they expect.

White-label for brokers

Business brokers and M&A advisors use ClearValue under their own brand. Their portal, their logo on every page, their client list. Our valuation engine doing the heavy lifting.

AI-analyzed

Every assessment is analyzed by our AI engine using institutional-grade methodology. If something doesn't fit your situation, contact support and we'll regenerate.

Our story

Built by an operator, for operators.

ClearValue Advisory was built by an M&A professional with hands-on experience in business exits and acquisitions, after years of watching small business owners pay too much or wait too long for a real valuation. The pattern was always the same. Owners making the biggest financial decisions of their lives without the analysis they actually needed. ClearValue closes that gap.

The pattern was always the same. An owner would consider selling, refinancing, taking on a partner, or planning their exit. And the cost of getting a defensible number put the whole effort on hold. The market was forcing owners to make some of the biggest financial decisions of their lives without the analysis they actually needed.

ClearValue collapses that gap. We pair a guided AI analyst with proven valuation methodology to deliver the same caliber of work boutique advisors charge thousands for. Same session, fixed price, owner-ready.

If you've got a question about your business, the report you'd get from us is the first thing we'd put on the table.

Ready to see your number?

Start the assessment now. The first answer is the hardest. After that, we walk you through it.

Start My Valuation
Reports are AI-generated analysis based on self-reported information and do not constitute a USPAP-compliant appraisal, certified business valuation, or financial, legal, or tax advice. See our Terms of Service for full disclaimer.