Business Valuation Software for CPAs
Institutional Methodology. No Enterprise Budget Required.
CPAs face a unique challenge: clients expect valuation reports that hold up under professional scrutiny, regulatory review, and opposing counsel — but most institutional-grade platforms are priced for large firms and gated behind sales calls. Equitest was built for the CPA who needs the depth without the overhead.
Also see: vs. Valutico · vs. Equidam · vs. BizEquity · vs. ValuSource · vs. ValuAdder · vs. BVR DealStats
What CPAs Actually Need From a Valuation Platform
CPAs who perform business valuations operate across a wide range of engagement types — estate and gift tax, shareholder disputes, divorce proceedings, M&A advisory, financial reporting, and IRC §409A equity compensation. Each context has different methodology requirements, different compliance standards, and different audiences for the final report.
The platforms most CPAs know — ValuSource, ValuAdder — were built for exactly this audience, but they show their age: desktop-only, Word-based report assembly, US-focused data, no Monte Carlo, no quantitative DLOM models, no 409A. The enterprise alternatives — Valutico, BizEquity — are too expensive and too narrow for the breadth of CPA engagements.
Equitest was built to cover every engagement type a CPA handles, in a single cloud-native platform, with the methodological depth that professional work demands.
Why CPAs Choose Equitest
Every Engagement Type in One Platform
Estate & gift tax valuations, shareholder disputes, divorce proceedings, M&A advisory, IRC §409A equity compensation, financial reporting, and SMB exit planning — all handled within Equitest's 18-method, 40-chapter framework. No switching between tools for different engagement types.
USPAP, IVS, GAAP, IFRS, and IRC §409A Compliance
Every Equitest report is structured around the compliance frameworks CPAs must satisfy. Methodology disclosures, assumption documentation, and chapter-by-chapter traceability are built into the output — not added manually in Word after the fact.
Forensic-Grade Legal Templates
Divorce and shareholder dispute valuations require report formats built to evidentiary standards. Equitest includes forensic-ready valuation templates specifically designed for legal proceedings — a capability no other platform on the market includes natively.
DLOM — Four Independent Quantitative Models
The Discount for Lack of Marketability is one of the most scrutinized inputs in any CPA valuation. Equitest applies Chaffe, Longstaff, Finnerty, and Ghaidarov independently — each defensible under cross-examination — rather than a single assumed discount percentage.
IRC §409A Native Module
The standalone 409A report module produces an IRS-compliant equity compensation valuation directly from Equitest — no separate engagement, no third-party platform. For CPAs serving startup clients, this is a high-margin service that can now be delivered in-house.
Cloud-Native, Work From Anywhere
No installation, no desktop dependency, no single-machine limitation. Access every client engagement from any device, collaborate with colleagues on shared reports, and deliver outputs without touching a Word template.
CPA Use Cases Equitest Handles
Litigation & Dispute
Shareholder disputes, dissenting shareholder appraisals, partnership dissolution, and buy-sell agreement valuations — with forensic-ready report templates built for evidentiary standards.
Divorce & Matrimonial
Business valuations for divorce proceedings, equitable distribution, and asset division — structured for family court submission with full methodology disclosure.
Estate & Gift Tax
IRS-defensible valuations for estate planning, gift transfers, and charitable contributions — with DLOM, minority interest discounts, and full audit trail.
IRC §409A
Standalone IRS-compliant equity compensation valuations for startup clients issuing stock options — a service CPAs can now deliver in-house without outsourcing.
M&A Advisory
Buy-side and sell-side transaction valuations with full DCF, market comparables, Monte Carlo sensitivity, and Football Field Chart across all methods.
SMB & Main-Street
SDE multiple analysis for main-street business valuations — the method most appropriate for owner-operated businesses with normalized earnings under $2M.
Equitest vs. The Tools CPAs Currently Use
| What CPAs Need | ValuSource / ValuAdder | Equitest |
|---|---|---|
| Cloud access — work from anywhere | Desktop only | Full cloud |
| Auto-generated institutional report | Word template assembly | 40-chapter PDF + DOCX |
| Monte Carlo Simulation | Not available | 10,000+ scenarios |
| DLOM — 4 quantitative models | Basic estimate | Chaffe, Longstaff, Finnerty, Ghaidarov |
| IRC §409A native module | Not available | IRS-compliant standalone |
| Divorce & legal forensic templates | Not available | Built-in |
| Startup methods (Berkus, First Chicago, VC) | Not available | Full suite |
| 22 languages / 152 countries | English / US only | Global |
| Team collaboration | Single machine | Shared access, permission levels |
