Choose The Right Plan For You

Value Buddy Lite

For startups, teams, and small businesses looking to evaluate the financial viability of an idea, venture, or business expansion.
$349Billed Annually Get Started
Features of Value Buddy Lite
- 1 Staff Account (Dashboard Views)
- 5 Valuation Methods* (Sales, Gross Profit, EBIT, EBITDA, Free Cash Flow Multiples)
- 97 Industry Classifications
- Financial Viability Report
  - Relative Valuations
  - Additional Commentary
  - Glossary of Key Terms
View Sample
Value Buddy Classic

For entrepreneurs looking to understand what drives value within their business and factors impacting their business' financial health.
$475Billed Annually Get Started
Features of Value Buddy Classic
- 3 Staff Accounts (Dashboard Views)
- 6 Valuation Methods* (Sales, Gross Profit, EBIT, EBITDA, Free Cash Flow Multiples, & Discounted Cash Flow
- 97 Industry Classifications
- Funding Pack
  - Intrinsic Valuation
  - Relative Valuation
  - Additional Commentary
  - Glossary of Key Terms
- Business Health Diagnostic Report
  - KPI Benchmarking
  - Business Health Score
  - Financial Fact Sheet
  - Additional Commentary
  - Glossary of Key Terms
View Sample
409A Compliant
Value Buddy Pro

For small businesses that are looking to execute fundraising or issue equity compensation to their employees.
$799Billed Annually Get Started
Features of Value Buddy Pro
- 5 Staff Accounts (Dashboard Views)
- 6 Valuation Methods* (Sales, Gross Profit, EBIT, EBITDA, Free Cash Flow Multiples, & Discounted Cash Flow
- 1500+ Industry Classifications
- Funding Pack
  - Intrinsic Valuation
  - Relative Valuation Report
  - In-depth Commentary
  - Glossary of Key Terms
  - IRS 409A Compliant
- Business Health Diagnostic Report
  - KPI Benchmarking
  - Business Health Score
  - Financial Fact Sheet
  - Additional Commentary
  - Glossary of Key Terms
View Sample

*The company must provide sufficient financial data to perform each valuation method.

What You Get…

Valuation Scenarios

Use Value Buddy to compare multiple business valuations and scenarios. Upgrade to receive more valuations or unlimited valuations.

Staff Accounts

We've added this option for businesses who may have employees, partners, or investors.

Customer Service

Having issues entering your financial assumptions? No worries, contact Value Buddy via email or by phone for assistance.

Business Data Entry

Wait, too busy to enter your financial assumptions into Value Buddy? We've got you covered. Email your financial data and business assumptions to buddy@hellovaluebuddy.com

Valuation Methodolgies

Utilizing multiple valuation methods provides a complete financial analysis for your venture. Value Buddy utilizes the net present value, discounted cash flow, multiples, comparable company, and leverage buyout methods to ensure you are well prepared to secure funding for your venture.

Financial Ratios

Provide investors with a snapshot of the financial viability of your venture. This is a great tool to use to summarize your business for investors or lenders. Consider this as the Cliffs Notes for your business

“Thank you for the call tonight — Value Buddy significantly helped me actualize the value of our goodwill, PR, and Wild Accelerator efforts. Also, Value Buddy helped me find where our numbers are occasionally over, but primarily understated. We will certainly increase our productivity 5%-10% each year as we expand our team, company culture, software, and project starting materials. This is excellent thinking to increase our value overall”

Tarik Nally / Kale and Flax

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Value Buddy Features

Number of Valuations or Scenarios
Staff Accounts
Business Data Entry
Financial Ratios
Business Consulting

Basic Value Buddy

For startups, teams, and small businesses looking to evaluate the financial viability of an idea, venture, or business expansion.

$349Billed Yearly

Value Buddy

For entrepreneurs and serial entrepreneurs looking to perform several valuations for a few businesses in different industries.

$475Billed Yearly

Advanced Value Buddy

For small businesses that are looking to expand and execute multiple rounds of funding

$799Billed Yearly

Unlimited
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Frequently Asked Questions

And for you info-hungry, soon to be valuation nerds here are a few answers to satisfy those burning questions.

Q: Will the valuation be customized for my company?

A: Our appraisers analyze qualitative factors that impact the value of your company to adjust our industry-specific models after inputting your financial data.

Q: How long will the valuation process take?

A: Our onboarding process is designed to take less than 20 minutes. You will receive your reports within 72 hours of successful completion of onboarding.

Q: What does the 409A compliance guarantee entail?

A: If your 409A valuation is audited and deemed “grossly unreasonable”, Value Buddy will refund the full price of the valuation. Value Buddy’s 409A compliant valuation has never failed an IRS audit.

Q: What can the reports be used for?

A: Our Financial Viability and Funding Pack reports are designed to facilitate conversations between founders and investors. The Funding Pack included in the Value Buddy Pro package is 409A compliant and can be used with the IRS. Our Business Health Diagnostic is designed to provide founders with a snapshot of their business’ health and the factors most impacting sustainable growth.