Valuenest runs the same QoE-style analysis a buyer's diligence team would run: earnings quality, add-back defensibility, anomaly detection, all before you commit to the listing.
+50 pts available · 2 score movers · 3 diligence-ready
Your firm grows on your judgment. Every opportunity gets your time: the intake call, the read of the financials, the read of the owner. That rigor is your edge. It doesn't scale.
The more opportunities you take seriously, the less time each one gets. Hiring analysts dilutes the quality you've spent years building. Most firms hit a ceiling here.
Valuenest scores every deal on 21 factors and returns two numbers: a current score and the potential score after the work is done. It identifies the risks a buyer would find, ranks the remediation, and re-scores as the seller executes. The number is a starting point, not the verdict.
Owner intake, business valuation, financial review, the work your firm already does.
Three years of P&Ls, tax returns, and bank statements, plus a short intake form.
A complete diagnostic, scored, triaged, with a prioritized action plan. Every deal lands in one of five tiers: Impaired, Constrained, Balanced, Favorable, or Premium.
Re-run as the seller addresses items. Evidence and verification required to move the number, which is what makes it defensible to buyers, lenders, and the seller themselves.
Owner intake, business valuation, financial review, the work your firm already does.
Three years of P&Ls, tax returns, and bank statements, plus a short intake form.
A complete diagnostic, scored, triaged, with a prioritized action plan. Every deal lands in one of five tiers: Impaired, Constrained, Balanced, Favorable, or Premium.
Re-run as the seller addresses items. Evidence and verification required to move the number, which is what makes it defensible to buyers, lenders, and the seller themselves.
What advisors pay today, in time and dollars, to surface what Valuenest catches before you go to market.
BLOWN DEAL AT LOI
$20k–$80k
forfeited fee + 106 days under exclusivity
TRADITIONAL QOE
$15k–$50k
2–4 weeks turnaround per deal
IN-HOUSE ANALYST TIME
20–40 hrs
per deal, and the buyer still finds gaps
Sources: Axial 2025 Dead Deal Report (106-day exclusivity, blown-deal frequency). QoE pricing reflects typical lower middle market ranges.
A complete MRA on every engagement: the current score, the potential score after work, the triage placement, likely buyer profiles, the Pre-Market Work Plan, and EBITDA scenarios across three lenses. Underwriting-grade analysis.
A comparable readiness score across every deal you're evaluating. Decide where to spend your time with structured data, not memory.
A specific, sequenced list of what closes the gap from where the deal is to where buyers want it, with score impact and effort estimate on every item.
Multi-year reconciliation, earnings-quality analysis, and transferability risk, done before the CIM ships.
A clear, readable report that sets seller expectations on terms, timeline, and what readiness requires.

Priority Action Items, ranked by score impact and deal risk
One MRA tells you whether a single deal is real. Score the whole pipeline in parallel and your bench knows where to focus this week, sorted by tier, filterable by score, instead of decided by whichever seller called loudest. Re-score as each deal moves; the ranking updates with the evidence.
Getting sellers to do prep work is the hardest part of the job. You can ask. You can push. But sellers hear it as friction, or doubt.
When the score comes back below where it needs to be, the conversation changes. It's not you asking for more documentation. It's the data showing exactly what's holding the deal back. Sellers respond to a score the way they respond to nothing else.
Every MRA places the deal in one of five tiers, and shows exactly what moves it to the next.
Score Movement: Lakeside Mechanical
What moves the score
Lease assignability confirmation
Single largest score lever available
GM retention agreement (signed)
Required by every buyer and lender
FY2025 tax return filed
Fastest path to verified Financial Performance
Pilot Program · 2025–26
Between P&L and tax return on a $17M industrial distributor, flagged before listing, reconciled before any lender saw it.
A sister company never mentioned in the CIM, found buried in the tax return.
A non-assignable clause buried in the lease, surfaced before listing. Landlord comfort letter secured before going to market.
Contradicted across two sections of the owner's own questionnaire. Tax exposure quantified before a buyer's attorney could find it.
Bring one active sell-side engagement. We'll run a complete Market Readiness Assessment at no charge. Your deal, run on our methodology. Keep the report.
No credit card. No commitment.