Pricing
Owner plan: 1 company, 14-day trial.
$199 a month
$2,388 for the year, charged when the trial ends. Saves $600 vs. 12 months of monthly.
$249 a month
Charged when the trial ends, then monthly. Switch to yearly anytime.
1 company. All features. Prices exclude sales tax, added at checkout where applicable.
Owner Plan Includes
Estimated Sale Price
3 valuation methods on your financial statements, with inputs shown, and the blended range.
Buyer Readiness
50 readiness items (10 business, 40 personal) graded Clear, Watch, Costly, or Critical from 154 tests, with the effect on price or terms.
Proceeds After Tax
After taxes and fees, compared with What You Need.
Next Steps
Ranked actions, typical owner, and time until a buyer counts each one.
Delegation
Questions to your bookkeeper, CPA, attorney, or broker. Answers by link or email, no account required.
Monthly Update
Monthly update from your books. Alerts on material changes only.
Advisor Plan
$399 a month billed yearly ($4,788), or $499 month to month. Includes: branded portal, 1 client company, staff seats. Each additional client company: $149 a month.
Questions
- How does the trial work?
- 14 days, once per person. Card required. First charge on day 15. Reminder email before the trial ends. Cancel anytime in Settings.
- What happens if I cancel?
- Access continues to the end of the paid period. Export is available until then. No partial-period refunds. No pause.
- What if I create an account and never start a trial?
- Account and estimate deleted after 30 days. One warning email before deletion.
- I own more than one company.
- Each additional operating company: $199 a month billed yearly, or $249 month to month.
- Can I export my data?
- Yes. Account > Data Export: answers, valuations, files, and latest report.