FMV Pro for Attorneys
Conclusive and defensible business valuations for your client engagements.
When your clients own businesses, Fair Market Value is the required standard for transactions, estate planning, divorce and disputes.
The demand for business valuation is accelerating.
Demographic shifts and wealth transfer are driving more legal matters that require defensible valuation support.
of U.S. businesses are closely held, making valuation a factor in most business-related legal matters
U.S. Census Bureau
in business wealth expected to change hands as baby boomer owners retire over the coming decade
Exit Planning Institute
of high-net-worth divorce cases involve business ownership, requiring credible valuation support
American Academy of Matrimonial Lawyers
Why attorneys choose Fair Market Value
Plan with confidence
Get a business valuation assessment early in the matter, before you’ve committed to expensive expert fees. Understand what’s at stake and develop your strategy with real numbers.
Deeper Insights at Every Stage
Re-run the analysis at any point during a client matter and for the life of the relationship. Update reports without the cost or time of redoing valuation work from scratch.
Right-Size the Engagement
Not every matter needs a full conclusion of value engagement. Use valuation assessments for negotiations and strategy, then upgrade to a formal engagement only when the matter requires it.
Faster Path to a Professional Valuation
Credible, defensible valuations performed by CPAs and CFAs, delivered in weeks, not months.
What’s included
Valuation intelligence for every stage of the matter.
FMV Pro
Manage all your clients from a single view. Real-time valuations, benchmarking, and AI-powered insights.
- Unlimited clients
- Real-time valuation estimates
- Your firm’s branding and disclaimers
- Branded client deliverables
FMV Plus
Every client gets their own account with valuations, benchmarking, and insights. A $500/year value at no extra cost.
- Instant business valuation assessments for planning
- Industry benchmarking data
- AI Analyst insights
- Shared visibility with your firm
Professional Valuations
Direct path to formal valuation engagements to support all stages of planning, from succession to estate to exit.
- Comprehensive valuation engagement
- Credentialed valuation expert
- IRS Revenue Ruling 59-60
- Typically delivered in one week
How It Works
Get valuation data in minutes, not months.
Upload Financial Data
Upload tax returns and financial statements. Fair Market Value extracts and standardizes the data automatically. No waiting for document production.
Access Valuation Intelligence
Review real-time valuations, benchmarking data, and financial analysis. Use the data for case assessment, client conversations, and settlement negotiations.
Upgrade When Needed
When the matter requires a formal valuation, request a Professional Valuation directly through the platform. Because the data is already standardized, delivery is faster.
Comprehensive valuation support across practice areas
From initial assessment to formal documentation, Fair Market Value delivers the valuation intelligence your clients need.
Divorce and Equitable Distribution
Value business interests for property division. Know what you’re negotiating before committing to expensive expert discovery.
Estate and Gift Tax Planning
Support estate plans with current valuation data. When the IRS requires documentation, upgrade to a Professional Valuation.
Shareholder and Partner Disputes
Provide objective valuation data for buyouts, dissolution, and oppression claims. Both sides get access to the same underlying data.
Buy-Sell Agreement Valuations
Help clients establish fair value for ownership transfers. Track value over time so agreements stay current.
M&A Transaction Support
Provide clients with valuation intelligence during negotiations. Know whether the deal on the table is in the right range.
Business Litigation
Assess damages, lost profits, and enterprise value. Get the data you need to evaluate the case early.
Trust and reliability
Client data security is non-negotiable. Fair Market Value meets the highest standards.
Clear, predictable pricing.
FMV Pro for Attorneys
- Unlimited client matters
- Real-time valuation estimates and benchmarking
- AI-powered financial analysis
- Professional PDF reports
- Free FMV Plus for each client ($500/yr value)
- Professional Valuations starting at $2,500 each
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 valuation expert applies additional judgment and documents the analysis in accordance with IRS Revenue Ruling 59-60.
Real-time valuations are useful for case assessment, negotiations, and client conversations. For litigation, IRS filings, or other situations requiring formal documentation, we offer Professional Valuations ($2,500) prepared by our valuation expert in accordance with IRS Revenue Ruling 59-60 and industry-standard methodologies. These provide signed reports with supporting documentation.
Traditional business valuations take 6 to 14 weeks and cost $5,000 or more. Because Fair Market Value already has the client’s financial data standardized, our Professional Valuations can typically be completed in about a week at a fixed price of $2,500. The exact timeline depends on the complexity of the business and any additional information needed.
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. Fair Market Value extracts the data automatically and standardizes it for analysis. For most matters, 2–3 years of financials is sufficient.
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.
Fair Market Value supports any legal matter where business value is relevant: divorce and equitable distribution, estate and gift tax planning, shareholder and partner disputes, buy-sell agreements, M&A transactions, and business litigation. The platform provides ongoing valuation intelligence, and Professional Valuations provide formal documentation when needed.
Yes. Each client you add gets their own FMV Plus account, a $500/year value included at no extra cost. They can view their own valuation data, benchmarks, and financial analysis. This is particularly useful for ongoing client relationships where the business owner wants visibility into their company’s value over time.
Built on data no one else has.
Designed for decisions no one else can make.
Fair Market Value combines decades of valuation expertise with proprietary private company data to deliver professional-grade analysis at a fraction of the time and cost of the competition.