This platform walkthrough is for licensed business brokers and M&A advisors. Existing partners receive a code in their welcome email.
Solo, Team, or Brokerage. One-time $999 setup. Monthly subscription covers all client assessments up to your included limit.
Two links: Standard (auto-release) and Managed Review (you approve before client sees reports). Share via email, text, or QR code.
Client clicks your link, fills a brief form, completes a 20-minute AI conversation. No paywall — covered by your subscription.
SMS + email when client registers AND when they complete. You see their name, business, and estimated value before you even log in.
Log into your broker portal to view the 4 core reports + 3 supporting analyses. Edit, add notes, or adjust framing before releasing to the client.
Click Release — client receives a branded email with their secure download link. Reports show your logo and contact info throughout.
Reports and emails display your brokerage name, logo, and contact information exclusively. The reports are fully white-labeled — your brand front and center.
When a client accesses your white label URL, there is no paywall, no Stripe checkout, no pricing shown. Their assessment is completely free from their perspective — your subscription covers it. This makes your offering feel premium and removes friction from the client experience.
Many brokers use the managed /review link for every client because it creates a natural 24-hour window to review results and schedule a strategy call before the client sees their reports. This positions you as the expert advisor — not just a tool vendor.
In the managed review flow, you can view the 4 core reports + 3 supporting analyses before the client sees them. Add broker notes, flag specific sections, or adjust framing. When you click Release, the client receives a branded email with their secure download link — and your phone number to follow up.
When you release reports, the client receives an email with your phone number and email — not ClearValue Advisory's. This is your moment to follow up immediately while their results are fresh. Many brokers call within minutes of releasing reports.