FMV Pro for Financial Advisors
Attract and engage high-value business owner clients.
Business owners are the most valuable client segment, but their complex needs require specialized solutions. Understanding the value of their largest asset is the key to unlocking deeper relationships and better outcomes.
Business owners want advisors who can see the complete picture.
Over $15 trillion in private business assets will change hands in the next decade. High net worth business owners need advisors with comprehensive tools to navigate the path ahead.
of business owners do not have a financial advisor
ZoomInfo
of a typical advisor’s clients are private business owners, representing an outsized share of total AUM
Cerulli Associates
of business owner net worth is tied up in their company
Exit Planning Institute
Why financial advisors choose Fair Market Value
A Prospecting Tool That Actually Works
Reach business owners with something they actually want: a comprehensive valuation of their company. It’s a warm introduction, not a cold call. They get real value; you get a seat at the table for financial planning conversations.
Data That Drives Better Conversations
Business value affects everything: retirement planning, insurance needs, estate planning, succession. With real-time valuation data and industry benchmarks, you can have substantive conversations about what matters most.
Ongoing Visibility Into Their Business
Track how your client’s business value changes over time. When financials update, valuations update automatically. It’s a reason to stay engaged throughout the year, not just at annual reviews.
Partner Through the Entire Business Lifecycle
From growth planning to succession to exit, business owners need formal valuations at key milestones. Upgrade to a Professional Valuation directly through the platform whenever documented support is required.
What’s included
Everything you need to win and serve business owner clients.
FMV Pro
Manage all your clients and prospects from a single view. Real-time valuations, benchmarking, and AI-powered insights.
- Unlimited clients and prospects
- 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.
- Real-time business valuations
- Industry benchmarking data
- AI Analyst insights
- Value you can offer prospects
Industry Research
Private market intelligence for client conversations and prospect outreach. Data and insights you simply cannot get anywhere else.
- Private company valuation multiples
- Industry benchmarking data
- M&A activity and trends
- Newsletter-ready content
Professional Valuations
Seamless 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
From prospect to planning client in three steps.
Invite clients
Send an invitation to prospective and existing clients to receive a business valuation assessment and benchmarking report.
Connect financials
Once financials are connected or uploaded, Fair Market Value extracts and standardizes the data and performs comprehensive analysis.
Deepen the conversation
Use the data and analysis to engage more deeply on all aspects of the client's financial planning needs.
Conversations where business value matters
Client Engagement
Offer business owners something they can’t get anywhere else. It’s a conversation starter that opens doors to higher value relationships.
Succession Planning
Help clients understand their exit options. Whether they’re selling to a third party, transitioning to family, or selling to employees, valuation is the starting point.
Estate Planning
Business value is often the largest asset in an estate. Provide clients with current valuation data to support gift and estate tax planning strategies.
Insurance Needs Analysis
Key person insurance, buy-sell funding, and business continuation planning all require an understanding of business value. Now you have it.
Retirement Planning
For business owners, the company is often their largest retirement asset. Understand its value and how it fits into the broader wealth picture.
Buy-Sell Agreements
Help clients establish fair, defensible values for buy-sell agreements, and keep those values current as the business changes.
“We have yet to discover a better tool to drive deeper engagement with our business owner clients. Knowing their businesses true value and performance potential informs every aspect of our financial planning processes, and Fair Market Value has been a cost and time-efficient tool to help our team drive outcomes.”
Alan T., CFP®
Co-Founder and Partner, Wealth Management Firm
Trust and reliability
Fair Market Value is designed with the highest commitment to trust, security, and compliance.
Fixed price. Unlimited upside.
FMV Pro for Financial Advisors
Everything you need to win and serve business owner clients
- Unlimited client invites and accounts
- FMV Plus account included for every client ($500/yr value each)
- Real-time valuations and benchmarking
- Private markets research and content
- Professional PDF reports
- Expedited path to Professional valuations
Frequently asked questions
Invite business owners to receive a valuation through their own FMV Plus account, a $500/year value you provide at no cost. They get real value (valuations, benchmarking, AI insights); you get visibility into their business and a natural opening for financial planning conversations. Unlike alternatives that charge per client, FMV Pro lets you invite unlimited prospects for one monthly fee, making prospecting economically viable.
Each person you invite gets their own FMV Plus account with real-time valuations, industry benchmarking data, and AI-powered financial insights. They see their business value, how they compare to peers, and areas for improvement. You see the same data in your dashboard, enabling informed conversations about succession, estate planning, insurance needs, and overall wealth management.
Most alternatives charge per client or per valuation, which makes prospecting cost-prohibitive. FMV Pro is $500/month for unlimited clients and prospects, and each client gets free access to FMV Plus. We also offer expedited Professional Valuations ($2,500, about a week turnaround) when formal documentation is needed for estate planning, gift tax filings, or transactions. Our private company benchmarking data, powered by financials from over 450,000 private businesses, and AI Analyst capabilities are unique in the market.
Fair Market Value supports any planning conversation where business value matters: succession planning, estate and gift tax planning, insurance needs analysis, retirement planning for business owners, buy-sell agreement funding, key person coverage, and M&A advisory. The platform provides ongoing valuation data so you can track changes over time and stay engaged throughout the client lifecycle.
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 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.
Fair Market Value connects directly to QuickBooks and Xero via secure API. Clients can also upload IRS tax returns (Form 1120, 1120-S, 1065, Schedule C) or PDF financial statements, and Fair Market Value extracts and standardizes the data automatically. Once connected, financials sync continuously so valuations and benchmarks stay current.
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.