FMV Pro for Accountants
Business valuation and advisory intelligence for your accounting practice.
Your clients already trust you with their financials. With Fair Market Value, you can give them the valuation and benchmarking insights they need to make better decisions about their businesses. One monthly fee covers unlimited clients, and each of them gets free access to FMV Plus.
Lead the shift to advisory services
The most successful firms are building advisory practices that their clients actually want to pay for. They’re having strategic conversations about business value, succession planning, and performance improvement. Fair Market Value gives you the data and intelligence to have those conversations with confidence.
of firms now include advisory services as a core offering or on request
Journal of Accountancy
median revenue growth rate for client advisory services in 2023
AICPA MAP Survey
of firms report increasing client demand for financial planning and business strategy
Accounting Today
Why firms choose Fair Market Value
A Service Most Firms Can’t Offer
When business owners ask their accountant what their company is worth, most have to refer them out. With Fair Market Value, you answer directly and become the advisor they turn to for decisions about value and growth.
A Reason to Call Every Client
Each client gets their own FMV Plus account, a $500/year value at no extra cost. That’s a compelling offer for prospects and a way to re-engage clients you haven’t spoken with in months.
Insights That Create Conversations
Valuation trends, benchmarking gaps, and performance changes give you reasons to reach out year-round. Each insight is a potential advisory engagement that clients actually want to pay for.
From Benchmarking to Exit
Support clients from early performance tracking through formal valuations for M&A, estate planning, or partner transitions. When they need a signed report, you already have their data and history.
What’s included
Everything you need to deliver advisory services at scale.
Your Firm Dashboard
Manage all your clients from a single view. See valuations, track changes over time, and identify clients who may need attention or additional services.
- Unlimited client accounts
- Real-time valuations for every client
- Industry benchmarking comparisons
- AI-powered financial insights
- Exportable client reports (PDF)
- Direct upgrade to Professional Valuations
Client FMV Plus Access
Every client gets their own FMV Plus account. It’s normally $500/year, but it’s included at no cost when you bring them onto your FMV Pro account.
- Full FMV Plus access ($500/yr value)
- Their own private AI analyst
- Real-time business valuation assessments
- Private company benchmarking
- Standardized financial statements
- Collaboration tools with your firm
How It Works
Get started in minutes, not weeks.
Connect Client Data
Link QuickBooks or Xero accounts, or upload tax returns and financial statements you already have on file. Fair Market Value extracts the data and builds standardized financials automatically.
Review Intelligence
Access valuations, benchmarks, and insights for each client instantly. Identify opportunities to add value: performance gaps, key drivers, or strategic considerations worth discussing.
Deliver Advisory Value
Use the data in client meetings, export professional reports, or let clients explore their own dashboards. When they need a formal valuation, upgrade them directly through the platform.
Client conversations that create revenue
Turn routine check-ins into strategic advisory engagements.
Annual Financial Reviews
Go beyond “here’s your return” with insights on business value, performance vs. industry peers, and recommendations for the year ahead.
Tax Planning Strategy
Business valuations inform key decisions around entity structuring, sale timing, and gift/estate strategies. Have the numbers ready when clients ask.
Estate and Gift Planning
Support your estate planning clients with current valuation data. When they need a formal engagement, you can expedite it through Fair Market Value.
Exit and Succession Planning
Help clients understand what their business is worth today and what drives that number over time. Position yourself for the eventual transaction.
Partner Buy-In or Buyout
Provide objective valuation data when ownership changes hands. Be the trusted advisor with reliable intelligence, not just opinions.
Performance Improvement
Use benchmarking data to show clients where they fall behind industry peers. Develop concrete recommendations to improve profitability and value.
“I have hundreds of business owner clients that are interested in everything from a high-level estimate of what their business is worth, to needing a full professional valuation and analysis for our advisory services all the way up to M&A. Fair Market Value handles all of our clients’ needs and has been a great resource for our team.”
Jason D., CPA
Owner, Accounting Firm
Trust and reliability
Client data security is non-negotiable. Fair Market Value meets the highest standards.
Simple pricing. No surprises.
FMV Pro for Accountants
Everything your firm needs to deliver advisory services
- Unlimited client accounts with no per-client fees
- Free FMV Plus for every client ($500/yr value each)
- Real-time valuations and benchmarking
- AI-powered financial insights
- Professional PDF reports
- Direct upgrade to Professional Valuations ($2,500)
Frequently asked questions
Fair Market Value uses income-based and market-based approaches, applying multiples derived from private company transaction data and public company comparables. The platform adjusts for company size, industry, growth rate, and profitability. For Professional Valuations, our CFA-credentialed expert applies additional judgment and documents the analysis in accordance with IRS Revenue Ruling 59-60.
Real-time valuations update automatically as financial data syncs and are useful for advisory conversations, benchmarking, and tracking value over time. A Professional Valuation ($2,500) is a formal engagement conducted by our valuation expert, resulting in a signed report suitable for transactions, estate planning, gift tax filings, or other situations requiring documented support.
Each entity is set up as a separate client with its own financials and valuation. For clients with multiple related entities, you can track each individually. If a client needs a consolidated valuation across entities or has complex ownership structures, our Professional Valuation engagement can address those scenarios with appropriate adjustments.
Yes. You can export PDF reports directly from the platform or reference Fair Market Value data in your own presentations and advisory materials. Many firms incorporate valuation ranges and benchmarking metrics into their client review meetings and planning documents.
Fair Market Value connects directly to QuickBooks and Xero via secure API. You can also upload IRS tax returns (Form 1120, 1120-S, 1065, Schedule C) or PDF financial statements, and Fair Market Value will extract and standardize the data. Since you likely already have this information for your clients, getting started is straightforward.
Fair Market Value is SOC 2 Type II certified and ISO 27001 compliant. All data is encrypted with AES-256 at rest and in transit. Client data is logically separated and never shared across accounts. Financial data is not used to train any public AI model. You can review our full security documentation at our Trust Center.
Any professional who advises business owners on financial matters: CPAs, tax preparers, enrolled agents, bookkeepers, and professionals focused on estate planning or business advisory services. If your clients own businesses and you want to add valuation and benchmarking to your service offering, FMV Pro is built for you.
Add advisory services to your practice.
One fee. Unlimited clients. Free FMV Plus for each of them.