Advisors need software that produces client-ready deliverables, supports engagements, and plays well with their stack. BizEquity is the category default for advisor-delivered valuations. ValuSource serves practitioners who build their own analyses. Capitaliz-style platforms structure exit-planning engagements. Eqvista covers clients issuing options. EvalyMe sits at the edge: a $14.99/mo tool your founder clients can use between meetings — not your working instrument.
- Advisor-delivered valuations
- BizEquity — the incumbent in advisor channels, huge volume, recognizable reports.
- Practitioner-grade analysis
- ValuSource Pro — for professionals who build the valuation themselves.
- Exit-planning engagements
- Capitaliz and similar — structured value-gap engagements.
- Clients granting options
- Eqvista — 409(a)s and cap tables under one roof.
The picks at a glance
| Software | Built for | Price | The honest catch |
|---|---|---|---|
| BizEquity | Advisors delivering client valuations | Practice pricing; reseller packages ~$1,497 listed | Cost and channel lock-in |
| ValuSource Pro | Valuation practitioners | Professional licensing | Overkill for non-specialists |
| Capitaliz | Exit-planning engagements | Practice pricing | Process tool, not a valuation engine |
| Eqvista | Clients issuing stock options | 409(a)s from $990 | Compliance niche, not planning |
| EvalyMe | Your founder clients, self-serving between meetings | $0 calculator · Pro $14.99/mo | Not advisor software — no deliverables, no practice tools |
What advisors need that consumer tools lack
An advisor's software has to clear a different bar: client-ready documents carrying your brand, engagement workflows, support for professional standards, and outputs defensible when a client's CPA or attorney reads them. Consumer calculators — ours included — optimize for speed and self-serve privacy, the opposite trade-offs.
That's why this list looks nothing like our founder-focused guides: different buyer, different job. The one point of overlap worth knowing: increasingly, your business-owner clients arrive having already run a self-serve estimate somewhere. Knowing what those tools claim (and how they're limited) is becoming part of the job.
1.BizEquity
- Best for
- Advisor-delivered client valuations
- Price
- Practice pricing; reseller packages ~$1,497 listed
- Distinctive bit
- Hundreds of thousands of valuations, patents, advisor-channel recognition
The default in the channel for a reason: built to be delivered by advisors, recognized by clients, and integrated into advisory workflows. If you're building a business-owner-client practice, this is the incumbent to evaluate first.
The catch: practice pricing and channel lock-in; and like everything on this page, still an estimate rather than a certified appraisal when stakes escalate.
2.ValuSource Pro
- Best for
- Valuation specialists building their own analyses
- Price
- Professional licensing
- Distinctive bit
- Method-driven reports practitioners can defend
For practices that sell valuation expertise itself, ValuSource is the practitioner's toolkit: the methods, models, and report generation for producing formal valuation work in less time than building it in spreadsheets.
The catch: it assumes you know what you're doing — genuinely professional software, priced and shaped for specialists.
3.Capitaliz (and exit-planning platforms)
- Best for
- Structured exit-planning engagements
- Price
- Practice pricing
- Distinctive bit
- Value-gap framework: today's value vs. the value the owner needs
Exit-planning platforms turn the advisor relationship into a multi-year engagement: baseline, gap analysis, prioritized workstreams, tracking. For practices monetizing beyond the one-off valuation, this is the productized shape.
The catch: process software — the valuation underneath still comes from somewhere else.
4.Eqvista
- Best for
- Clients issuing stock options
- Price
- 409(a)s from $990; cap-table plans vary
- Distinctive bit
- NACVA-certified analysts and audit-ready reports
When clients' companies start granting options, someone needs a real 409(a) — Eqvista is a credible referral for that event, with cap-table management attached.
The catch: a compliance event product, not a planning platform; it won't drive your engagements.
5.EvalyMe ours
- Best for
- Founder clients' between-meeting homework — not your practice
- Price
- $0 calculator · Pro $14.99/mo
- Distinctive bit
- A shared operating vocabulary: six factors, scored
The honest uses in an advisory practice: assign it as homework ('run your numbers, note the weakest factor, we'll discuss'), and use its six-factor operating score as a shared language for the operating conversation. Its published methodology means a skeptical client can check the math — a trust feature, in our bias's opinion.
The catch: no client-ready deliverables, no engagement workflow, no practice tooling. Your working software should come from the four picks above.
My pick, by practice shape
- Generalist advisor with business-owner clients: BizEquity — start with the incumbent.
- Valuation specialist: ValuSource Pro.
- Exit-planning-led practice: Capitaliz-style engagement software over a valuation layer.
- Founder-heavy client base: know EvalyMe — clients will find it before you do.
What I'd do today
- Demo BizEquity's advisor experience; ask about volume pricing and integrations.
- If exit planning is your growth lane, evaluate Capitaliz alongside.
- Run EvalyMe's calculator once yourself, so you know exactly what your clients will bring you.
- Build your referral bench: a 409(a) provider (Eqvista/409.AI) and a broker per business type your clients own.
Questions
I'm an advisor. Should I recommend EvalyMe to clients? +
Honestly: usually not as your working tool. It's built for founders to self-serve. The defensible uses: a homework instrument between meetings for founder clients ('run this, bring me the factor that worries you'), and a shared vocabulary for operating metrics. For client deliverables, use advisor-grade software.
Why is BizEquity the default in advisory channels? +
Distribution: it was built for advisor delivery, with volume (hundreds of thousands of valuations claimed), patents, and integrations into advisor workflows. The report is the deliverable advisors' clients recognize.
What about clients who are selling a business? +
That's exit-planning territory: Capitaliz-style platforms for engagements, plus marketplace/broker referral depending on the client's business type. Software supports the process; the sale itself runs on relationships.
Can software replace the valuation conversation with clients? +
No — and the best software vendors in this space are candid about it. Tools produce the number and the structure; the advisor's value is interpreting what the number misses (owner dependence, concentration, market timing) and sequencing the response. Software that claims to replace that conversation is selling your seat, not helping it.
Competitor details from public sources, checked October 2026. EvalyMe outputs are estimates, not appraisals or investment advice.