Institutional-Grade M&A Analysis for Serious Sellers
The ClearValue Enterprise Assessment is the most comprehensive AI-powered business valuation available outside of a traditional M&A firm. At a fraction of the cost. Designed for business owners serious about selling, it combines a 30-minute AI-guided conversation, institutional-grade document analysis, and Opus-powered report generation to produce 70–90 pages of buyer-ready M&A deliverables depending on business complexity.
When document upload is enabled, our AI cross-references uploaded documents against conversation inputs (document extraction feature in active development).
Document upload pipeline supports automatic extraction (in active development); current Enterprise tier uses conversation inputs verified by broker review.
Current year YTD P&L analyzed for revenue trends, expense breakdown, gross margin, and SDE reconstruction. The number buyers and lenders actually care about.
Total assets, liabilities, net equity, working capital, and debt obligations extracted and verified. Hidden liabilities identified before they become surprises in due diligence.
Term remaining, monthly rent, transferability clause, personal guarantee status, renewal options, and rent escalations. All critical factors for buyer financing.
Fair market value, age, depreciation status, and what transfers with the sale. Impacts both valuation multiple and SBA financing eligibility.
Outstanding SBA loans, equipment financing, lines of credit, and any encumbrances a buyer would assume. Full picture of what transfers at closing.
Owner dependency scored against documented processes. Operational independence is one of the highest-value improvements a seller can make before going to market.
Bank statements, accounts receivable aging, customer contracts, and any other supporting documentation that strengthens your valuation narrative.
The same 4 core M&A documents as Full — at deeper Opus depth — plus a Strategic Deep Dive that bundles forward-looking growth analysis, Digital & Brand Equity, Goodwill Quantification, Tax Strategy, and Advanced Normalization. 5 institutional reports, 35–50 pages.
Spend 30 minutes with our AI advisor answering questions about your business. Conversational, not a form.
The 4 core reports plus the Enterprise Package generate immediately after payment. Based on your conversation data.
Submit tax returns, lease, balance sheet, debt schedule, SOPs, and more. AI analyzes every document.
Typically within 1 business day, reports regenerated with AI analysis cross-referenced against your uploaded documents. Discrepancies flagged. Lender- and buyer-ready format.
Institutional analysis without the institutional invoice.
| ClearValue Enterprise | Traditional M&A Firm | Online Tool | |
|---|---|---|---|
| Price | $699 | $15,000–$50,000 | $99–$299 |
| Turnaround | ~1 business day | 4–8 weeks | Instant |
| Document Analysis | Up to 10 docs | Full due diligence | None |
| Pages of Analysis | 70–90 pages | 50–100 pages | 2–5 pages |
| AI-Powered | Claude Opus | Human only | Basic algorithms |
| Buyer Ready | SBA-style format | Full package | Estimates only |
| Deal Structure | 3 modeled structures | Full advisory | None |
| Document Analysis Engine | AI-Powered Analysis | Senior banker | None |
You are serious about going to market and want institutional preparation without paying investment banker fees.
Enterprise is calibrated for businesses with real financial history. More data means more accurate and defensible valuations.
Whether working with a broker or going direct, Enterprise gives you the documentation package serious buyers and lenders expect.
Enterprise is a $699 commitment. Pick the path that matches how you want to work.
Complete the AI-guided conversation directly. You'll upload your tax returns, P&L, and supporting documents, and Claude Opus produces the 4 core reports plus the Enterprise Package — typically within 1 business day.
Prefer to have an experienced business broker run the assessment for you? Licensed business brokers using the ClearValue Advisory platform can run your Enterprise engagement end-to-end on your behalf — from document collection to buyer-ready packaging.
Complete your assessment today. Enhanced reports typically delivered within 1 business day of document upload.
Start Enterprise Assessment. $699