The platform that builds measurable value for you and your clients.
ValuIQ gives wealth advisors, consultants, and M&A teams a proven way to show clients exactly how much business value they have created together in real dollars, in real time.
A preview of the ValuIQ client dashboard.
Your client's business is the most valuable thing they own.
Your clients have real dollars locked in their business but most have no idea how much, or what is holding the number down. You have the relationship. Now you have the tool to make your impact clear and measurable.
70–80%
of your clients' businesses will never successfully sell
80%
of advisors who guide a client through a liquidity event are replaced once the transaction closes.
2026 National Exit Planners Survey
17–21%
average valuation improvement for initial ValuIQ users before the transaction begins
*Based on user data on file at ValuIQ
Assess. Support. Grow.
ValuIQ Amplifies Your Value
Give every client a clear picture of where they stand; every business is built differently. What determines what it's worth isn't.
01
Complete Assessment
Your client answers 51 targeted questions, and ValuIQ's proprietary algorithm evaluates their perceived business value, measures readiness across 15 key areas, and identifies the potential value upside if those areas are optimized.
02
Structured Path Forward
ValuIQ considers 60+ projects and tailors and prioritizes key actions across Finance, Operations, and Commercialization. You and your client track progress together, with dynamic reporting so you know the impact of each step you take.
03
Clear Results
Clients monitor their gained value with projects, but also upload key value KPIs to monitor industry comparisons. Making the new value you create together impossible to ignore.
The Toolkit
Every gap becomes an action plan.
Your assessment results become a prioritized project library across Finance, Operations, and Commercialization, each telling you why it matters, exactly what to do, how long it takes, and connecting you with experts who can do it for you.
A preview of the ValuIQ improvement toolkit.
Prioritized Projects
Each project explains why it matters, what to do, and how much it moves your valuation, before you spend a dollar.
Block Time
Schedule one-time or recurring dedicated focus sessions directly in the platform. Progress only happens when time is protected.
Connected Templates
Pre-built templates that save automatically and link to past and future projects across your entire roadmap.
Marketplace Experts
Prefer to outsource? Connect directly with vetted professionals who specialize in each exact project area.
The Performance Console
Know exactly where you stand against your industry.
Upload your KPIs and instantly see how your business compares to industry benchmarks across Finance, Operations, and Commercialization, the exact metrics buyers analyze in every deal. Outstanding projects are surfaced automatically.
Select Department
Track owner dependency, leadership strength, process scalability, and team stability, the operational KPIs buyers scrutinize most directly in every deal.
A preview of the ValuIQ Performance Console.
Now Available
Your next client relationship could be your most valuable one yet.
ValuIQ is now available for wealth advisors, consultants, and coaches ready to turn client outcomes into a competitive advantage. See the platform in a live walkthrough.
No commitment required · 30-minute initial discussion