For Business Owners
Know your business value. Understand your performance. Plan with confidence.
FMV Plus gives you instant access to comprehensive valuation assessments, private company benchmarking, and an AI analyst that understands your financials.
You can’t manage what you can’t measure.
Data-driven businesses consistently outperform those operating on intuition alone. Fair Market Value gives private companies the same financial visibility, benchmarking data, and performance tracking that public companies rely on. The result? Smarter decisions, stronger outcomes, and the confidence to grow.
Data-driven companies vs. those that aren’t
McKinsey Global Institute
When you understand your financial position
Nav Small Business Survey
Of business sellers say better financial visibility would have meant a higher valuation
PwC M&A Study
Capabilities that drive results
Comprehensive solutions built by technologists, financial analysts and accounting professionals.
Private AI Analyst
Your private AI analyst understands your business and answers questions about performance.
- Analyze your financials with the power of the latest AI models
- Layer in industry research and market data
- Invite your team to build a knowledge base of insights
- Inputs and history are fully anonymized, abstracted, and hashed using the same protocols trusted by leading data privacy firms and fiduciaries
Business Valuation
From instant assessments to expert-prepared reports, valuations for every need.
- Real-time valuation assessments deliver live insights
- Comprehensive 3-method valuation methodologies
- Instantly generate polished reports to share with your team, advisors and lenders
- Seamless upgrade to Professional Valuations when you need them
Benchmarking
Compare your business against 450,000+ private companies.
- Compare your business to current, anonymized financials from real companies
- Benchmark against dozens of core financial and operational KPIs
- Track your performance trends over time vs. the market
- Review Analyst-style summaries that explain notable trends and implications
Research & Data
Access comprehensive industry research, market data, and SBA lending intelligence.
- Content library of guides, insights and best practices
- Industry analysis and macroeconomic data
- Commercial and SBA lending activity and benchmarks in your industry
How It Works
Get started with FMV Plus in three simple steps.
Connect Accounting Data
Connect with leading accounting platforms or upload IRS tax returns and PDF financial statements. Fair Market Value will automatically extract, normalize and prepare standardized financial statements for deeper analysis.
Receive Analysis
Instantly view your company's business valuation assessment, industry comparables and other unique insights. Fair Market Value updates in real-time so you always have the latest and most reliable intelligence.
Take Action
Collaborate more impactfully with team members, investors and trusted Advisors on strategic, financial, and legal matters.
When business owners need Fair Market Value most
The right intelligence at the right time for critical business decisions.
Strategic Planning
Understand your company's true value, benchmark performance against industry peers, and identify the key drivers of growth. Use data-driven insights to set goals, allocate resources, and build a roadmap for the future.
Bank Financing and Credit Lines
Present lenders with professional-grade financial analysis that demonstrates creditworthiness. Understand your position relative to industry benchmarks so you can negotiate better terms and secure the capital you need.
Partner Buy-In or Buyout
Establish a fair, defensible valuation when a partner is joining or leaving the business. Remove emotion from the negotiation with objective data and transparent methodologies that both parties can trust.
Legal and Tax Planning
Provide your attorneys and tax advisors with reliable valuation data for estate planning, gift tax reporting, shareholder disputes, and other legal or compliance matters that require a clear picture of business value.
Insurance and Risk Planning
Ensure your business is properly insured by understanding its true value. Use current valuation data to right-size key-person insurance, buy-sell agreement funding, and business interruption coverage.
Long-term Exit Planning
Whether your exit is two years away or twenty, tracking your business value over time helps you understand what drives it. Monitor progress, identify gaps, and work with your advisors to maximize value when it matters most.
“My partners and I use Fair Market Value to understand the value of our business, key drivers of growth and efficiency, and performance relative to our industry. It’s become an indispensable tool to drive informed planning sessions with our financial, tax and accounting advisors.”
Trent Shore
Partner, Sea Point Design & Remodel
Trust and reliability
Fair Market Value is designed with the highest commitment to trust, security, and compliance.
FMV Plus
Everything you need to understand your business
- Integrated AI Analyst
- Real-time business valuation assessments
- Private company benchmarking (450,000+ companies)
- Standardized financial statements
- Exportable professional PDF reports
- Access to industry research and data
Frequently asked questions
FMV Plus includes unlimited access to a private AI analyst, real-time business valuation assessments using multiple methodologies, private company benchmarking against 450,000+ companies, standardized financial statements, exportable professional PDF reports, and access to our full Research & Data library with industry analysis, SBA lending data, and market intelligence.
Once your financials are connected, your valuation assessment is generated in real-time. Connect your accounting platform (QuickBooks or Xero) or upload financial statements, and Fair Market Value will automatically extract, normalize, and analyze your data to deliver instant valuation insights.
Fair Market Value connects directly to QuickBooks and Xero through secure API integrations. You can also upload IRS tax returns or PDF financial statements, and our system will automatically extract and standardize the data for analysis.
Yes. Fair Market Value is SOC 2 Type II certified, ISO 27001 compliant, and uses AES-256 encryption. Your data never trains any public AI model, and you maintain full control to delete, export, or audit your data at any time. We use the same security protocols trusted by leading data privacy firms and fiduciaries.
FMV Plus is designed for business owners who want to understand the value of their company, track performance against industry peers, and make data-driven decisions. It is especially valuable for owners engaged in strategic planning, seeking financing, considering partner buyouts, planning for exit, or working with financial advisors, CPAs, and attorneys on business matters.
Yes. FMV Plus includes real-time valuation assessments, and you can seamlessly upgrade to a Professional Valuation — a comprehensive, expert-prepared report — whenever you need one for transactions, legal proceedings, or formal advisory engagements. Your data carries over, so there is nothing to reconnect.
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.
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