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Engage report on a tabletAssess: 90 Minute Conversation with the Business Owner/CEO

3-7 additional questions on each of the 18 Value Drivers

Second Level Interview

Generates Key Reports:

  • Current Value
  • Potential Value
  • Value Gap
  • Value Gap allocated on a weighted basis between the 18 value drivers
  • Red Flag threats to value
  • Roadmap to Grow: Plan & Track

Assess helps you generate an actionable road map for creating operational excellence and increasing enterprise value

Assess Pricing

Standard assessment: $495/client

Full CoreValue package: $995/client Save $200
Full package includes Assess, Plan and Track. Learn more

CoreValue Advisor License Pricing



Pay Annually

per year
  • 1 Professional Advisor License
  • Includes Client Tracker™ management dashboard
  • Save 15% by paying annually
    One year contract term
  • 60 Engage® interviews included

Pay Monthly

per month
  • 1 Professional Advisor License
  • Includes Client Tracker™ management dashboard
  • 12 monthly payments
    One year contract term
  • 60 Engage® interviews included

5 or more advisors?

for options
  • Multiple Firm or Enterprise Advisor Licenses
  • Includes Client Tracker™ management dashboard
  • Volume discounts available
    With customizable terms
  • Risk-free beta period available


Get Started

Begin maximizing Enterprise Value with your clients today.

Contact us

Here’s What Your Colleagues Are Saying

  • I started making a profit on CoreValue® from day 1 in my M&A practice. My ROI is already 12X, absolutely outstanding. And with CoreValue®, I spend less time screening businesses and getting them ready to market – instead I'm getting more quality deals done.

    - Chad Morissette, CEO, Mor-Liquidity Mergers and Acquisitions

  • CoreValue is spot on! The value we calculate using our traditional valuation methods is consistent with the enterprise value generated by CoreValue®, but with CoreValue® we have clearer understanding of the drivers of value, and how to make the business worth more. I’d never seen a product that could do that.

    - Ron Everett, Managing Partner, Business Valuation Center

  • Offering CoreValue® has furthered our reputation as a progressive and evolutionary consulting practice that sees the big picture and looks beyond the balance sheet. CoreValue® has been instrumental in our success.

    - Candace Enman, President, WelchGroup Consulting

  • CoreValue is going to be a great tool for us. The software gives you a road map. It’s alive and interactive and you can update it with your client’s improvements

    - Tom Decosimo, Principal, DECOSIMO

  • CoreValue® has become my own business development engine. The software has helped my clients better use their time and money to solve business problems. And they relied on me to help them all along the way.

    - Dan McMahon, CPA, Integrated Growth Advisors

  • CoreValue® has elevated my value as a business advisor. Now I can offer a credible valuation and consultative process to improve enterprise value. As a result, my practice has become notable and the relationships I forge using the tool have deepened.

    - Sally J. Boyle, CFP, ChFC, CLU. Owner, Boyle Wealth Planning


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