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Engage report on a tabletPlan & Track: long term value creation paltform

Additional due-diligence inspired action areas in each of the 18 value drivers

Action Planning: what areas are fastest, easiest, least disruptive to improve?

See the future: calculate value impact of improving operational excellence

"What if?" simulations: see the impact on enterprise value of changing key metrics like profitability

Pre-due diligence: create and document processes and procedures, upload to the Vault: create the Company Book 

Scoreboard of success: tracks the return on time and treasure investment in dollars of enterprise value and operational health

Plan & Track Pricing

Plan & Track: $750/client annually

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

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.

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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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