Three plans, one transparent setup fee, and no per-deliverable charges. Pick the seat count that matches your firm. Every plan includes the full white-label engine, the broker portal, and access to Full Assessment (4 deliverables) and Enterprise (5 deliverables).
All plans include the full ClearValue valuation engine, all five deliverable types, and the branded broker portal. The $999 setup is a one-time fee covering your branding configuration, onboarding session, and portal provisioning.
* All plans require a 1-year initial commitment. Subscriptions auto-renew annually unless cancelled 30 days before renewal date. Setup fee is non-refundable. Monthly subscription fees are non-refundable after the 15th of each month. See full broker partner terms →
No. ClearValue Advisory is used by licensed business brokers, M&A advisors, CPAs, business attorneys, financial planners, and consultants who help clients prepare for or navigate a business sale. If you work with business owners who are considering an exit, the platform is built for you.
Branding configuration (your logo, colors, contact info on every deliverable), portal provisioning, your firm's onboarding session, and our team's hands-on help getting your first few engagements live.
Each plan includes a set number of assessments per month (5, 15, or 50 depending on tier). Additional assessments are billed at $49 each across all plans. There are no separate per-client fees beyond the assessment count.
All plans require a 1-year initial commitment. After the first year, you may cancel with 30 days written notice before your renewal date. Downgrades take effect at the next renewal. The setup fee is non-refundable. Full broker partner terms →
Your client data is retained for 90 days after cancellation and available for export on request. After 90 days, data is permanently deleted per our privacy policy.
Yes. If you have specific compliance, integration, or volume requirements that go beyond the Brokerage tier, book a call and we'll put together a custom plan.
Walk through a live demo before you sign up. See the white-label engine in action with real reports.