Valuation Automation Platform for Professionals
White-label platform built by a CPA for valuation professionals. AI handles data entry and calculations. You focus on analysis and client relationships.
For CPA firms, valuation consultants, PE/VC funds, and law firms
Scale Your Practice Without Scaling Headcount
What used to take 40 hours now takes 4
AI extracts financials, cap tables, and prior valuations. Eliminate data entry.
Flat monthly fee. No usage limits. Scale profitably.
White-labeled reports. Your credentials, your signature, your clients. We're invisible.
Why Professionals Choose Us
AI Document Processing
Upload Excel, PDF, Word. AI auto-extracts financials, cap tables, and prior valuations. No manual data entry.
Built-In Compliance
AICPA SSVS, IRS Safe Harbor, DOL/ERISA, ASC standards automated. Every checkbox checked.
Your Branding, Always
White-label reports with your firm name, logo, and credentials. We're completely invisible to your clients.
11 Valuation Types
409A (with §83 cheap stock), ASC 718, Gift/Estate, Buy-Sell, ESOP, Goodwill, and more — one platform for your entire practice.
Bank-Level Security
Your clients' financial data encrypted and protected with enterprise-grade security.
Built by a CPA
Not just tech people. Built by a licensed CPA who understands valuation standards and compliance.
In-App AI Assistant
Ask valuation methodology, compliance, and platform questions anytime — DLOM, 409A safe harbor, ASC standards, and workflow guidance built into the app.
Audit Review Workflow
AU-C 620 workflows for third-party reports — AI extract and review, inquiry tracking, checklists, and documented outcomes for your audit file.
Virtual Data Rooms
Secure client portals for M&A deals with role-based access, Q&A, and activity tracking.
Audit Defense Packages
Auto-generated compliance documentation and management representation letters for IRS/DOL defense.
Valuation Types We Support
Purpose-built workflows for every engagement type — from 409A stock options to ESOP and M&A valuations.
409A Valuation
Stock option grants (IRC §409A) with built-in §83 cheap stock analysis.
ASC 718 Stock Comp
Stock compensation expense calculations (ASC 718).
Gift Tax Valuation
Gift transfers (IRC §2512).
Estate Tax Valuation
Estate tax valuations (IRC §2031).
Buy-Sell Valuation
Shareholder and partnership agreement valuations.
Goodwill Impairment
Annual impairment testing (ASC 350).
ESOP Valuation
Employee ownership plans (ERISA/DOL).
Fairness Opinion
M&A transaction fairness analysis.
Purchase Price Allocation
M&A accounting (ASC 805).
Equity Valuation
General equity and ownership interest valuations.
Business Valuation
General business and enterprise valuations.
Interested in a valuation type? Request a demo to see it in action.
Beyond the Valuation Engine
A complete practice platform — firm workflow, AI guidance, third-party audit reviews, client delivery, and compliance tools.
Firm Workflow
Staff prepare engagements, directors run QC, partners sign and publish — built for CPA firm hierarchy.
Client Portal
White-label report delivery so end clients access finished valuations through your branded portal.
Portfolio Management
PE/VC multi-company dashboards to track portfolio valuations across fund holdings.
Renewals & Compliance
12-month expiration alerts, one-click renewals, and downloadable audit defense packages.
AI Valuation Assistant
Built-in chat for methodology, IRS/AICPA compliance, and platform how-to — answers valuation questions without waiting on support.
Third-Party Audit Reviews
Evaluate external valuation reports under AU-C 620 with AI-assisted extract, review opinions, inquiry management, and finalized outcomes.
Firm Sign-Off Workflow
Audit Review Workflow
For CPA firms auditing valuations prepared by other specialists — documented AU-C 620 evidence from intake through final opinion.
For Valuation Professionals
Accelerate your practice with our white-label valuation platform
Built by a CPA, for Professionals
Stop spending weeks on data entry and calculations. Our platform handles the heavy lifting while you focus on analysis and client relationships.
10x Faster Turnaround
AI extracts financial data, cap tables, and prior valuations. What took 40 hours now takes 4.
White-Label Reports
Your firm's branding, your credentials, your signature. We're invisible to your clients.
Compliance Built-In
AICPA SSVS, IRS, DOL, ASC standards automated. Every checkbox checked, every calculation documented.
All Valuation Types
409A, ESOP, Gift/Estate, PPA, Fairness Opinions, Buy-Sell - one platform for your entire practice.
Partner Benefits
- Volume Pricing: Scale your practice without scaling headcount
- API Access: Integrate into your existing workflow
- Priority Support: Direct line to our CPA founder
- No Lock-In: Month-to-month, cancel anytime
- Unlimited Users: Your entire team on one account
• Independent valuation consultants
• PE/VC funds (portfolio valuations)
• Law firms (M&A, estate planning)
• Business brokers
Free 30-day trial for qualified professionals
How It Works
Your expertise + Our automation = Better outcomes
Client Uploads Docs
Your client uploads financials, cap table, prior reports directly to your branded portal
AI Extracts Data
Platform auto-fills forms, runs calculations, generates draft report in minutes
You Review & Adjust
Focus on analysis, assumptions, and professional judgment - not data entry
You Sign & Deliver
White-labeled PDF with your firm's branding and your credentials. Your reputation, our efficiency.
Ready to 10x Your Practice?
Schedule a demo with our CPA founder to see how the platform fits your practice.
Talk Directly with Our Founder
Valuation Ninja is built by a licensed CPA for valuation professionals. No sales team — you'll speak directly with someone who understands your workflow and compliance requirements.
Email us directly
support@valuation.ninjaResponse time
We typically respond within one business day.