Our Story
Built by advisors who got tired of watching great businesses get undervalued.
ValuIQ exists because the most important transaction in a business owner's life, the sale of their company, was happening without the data, the clarity, or the preparation it deserved. We built the platform that changes that. For the advisors who guide those transactions. And for the owners who live them.
Why We Built ValuIQ
We kept seeing the same problem. So we built the solution.
The ValuIQ team brings together CEPA-certified exit planning expertise, organizational psychology, and 60+ combined years of go-to-market execution across industries and markets. Every feature of the platform exists because we saw what was missing in the advisor-client relationship before a transaction.
We kept watching the same scene play out: owners who had spent 20 years building something real, walking into exit conversations with no data, no preparation, and no advocate who could quantify what they had built. ValuIQ changes that, for the owner and for every advisor in the room.
Exit Planning
CEPA-certified exit planning methodology
Owner-Led Operations
Built by operators who have run businesses themselves
Organizational Psychology
Behavioral and leadership science applied to business readiness
Commercialization
Using the experience of 50+ product/service launches to maximize the value of every dollar
Our Approach
How we think about the advisor-client relationship.
We educate without overwhelming.
Clear insights, no jargon. Every number has plain-language context. Every gap has a prioritized action. Owners leave knowing more about their business and why it is valuable.
We walk alongside, not in front.
ValuIQ meets your client where they are. Whether they are 1 year from exit or 15, the platform delivers exactly what is relevant to their current stage, giving you the solution to deepen your relationship.
We enhance your independence, not replace it.
ValuIQ is not a replacement for advisors. It makes advisors more effective, more data-driven, and more indispensable. Your clients become better-informed. You become the one who made that possible.
The People Behind ValuIQ
Built by operators and exit advisors.
Bennett Lebowitz
Bennett has spent 15+ years inside the most consequential moment in a business owner's life: the decision to sell. What he kept seeing wasn't a lack of value, it was owners walking in blind, with no data, no preparation, no one in their corner. So he built ValuIQ: the system that arms owners with the numbers, the readiness, and the story buyers actually pay for.
Dr. Tammy Fitzpatrick
Tammy sees what others miss. Nearly three decades inside the operations of high-performing organizations has taught her that growth doesn't stall for the reasons leaders think, it stalls where they've stopped looking. As an organizational psychologist and executive advisor, she finds the hidden forces capping performance and rebuilds them into ValuIQ's structural alignment, making businesses impossible to ignore for buyers, investors, and top talent alike.
Greg Priode
Greg has spent 20 years living in the gap, the space between where organizations are and where they're capable of going, and closing it, fast. What he kept seeing was strategy that looked brilliant on paper and stalled in the market. So he built ValuIQ's go-to-market framework: battle-tested across 50+ product launches in 15 countries, and put to work on every client engagement.
Your client has spent years building something valuable. ValuIQ helps make sure they can clearly measure it regardless of where they are.
No commitment required · 30-minute initial discussion