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Engage report on a tabletEngage: Identify your Client’s needs using our 10 minute diagnostic interview

  • First level diagnostic
  • 18 Value Driver questions
  • 3 ways to use with prospects
  • Use Live on tablet or laptop
  • Use on Web through widget, included 
  • Use in eMarketing through private url landing page, included 
  • Results tie into Assess

Use this 10 minute Engage interview as routine part of client meetings to uncover additional service opportunities...

Generate an immediate diagnostic report

Provide your client with data to make an informed decision about engaging your services.

60 Engage interviews included with your CoreValue Advisor license

CoreValue Advisor License Pricing



Pay Annually

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

Pay Monthly

for options
  • 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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