Run your valuation firm with tools built for the way you work
Turn complex valuation work into clear, trackable workflows you control. Build client and auditor portals, engagement pipelines, comps and assumptions trackers, review checklists, and reporting dashboards—just by describing what you need.
Start with the basics
Build the tools your valuation firm actually needs
Business valuation work spans intake, data collection, modeling, review and reporting—often across emails, spreadsheets and shared drives. Firms manage NDAs, conflicts, PBC lists, comps, assumptions, deadlines and multi-stage reviews while keeping clients and auditors informed.
Use YeshBe to build custom apps around your process. Create a request intake and engagement pipeline, a client portal for document requests and Q&A, a tracker for guideline comps and assumptions, and a report workflow with checklists and sign-offs. Bring tasks, milestones and deliverables into one place that matches how your team actually works.
Standardize what should be consistent (templates, checklists, approval steps) while leaving room for case-by-case judgment. Track recurring valuations, organize work by engagement, and surface the information reviewers need without digging through threads and folders.
- Client and auditor portalsCreate portals to share PBC lists, collect documents, answer questions and deliver drafts and finals by engagement.
- Engagement managementBuild a pipeline with scopes, fees, milestones, tasks and team assignments from inquiry to final delivery.
- Comps and assumptionsStandardize how you record comps, model inputs, selection rationale and sensitivity versions across engagements.
- Report workflowTrack drafts, reviewer comments, checklists, sign-offs and final report packages in one place.
Learn and apply
Guides for Business Valuation Firms
Practical guides that help business valuation professionals and firms run the business better.
Build it yourself
What business valuation professionals and firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Valuation engagement intake & pipeline
Capture requests, qualify opportunities and move won work into structured engagements with milestones and owners.
PromptBuild an engagement intake and pipeline tool for a business valuation firm. Include: a public request form capturing company name, industry, valuation purpose (M&A, 409A, financial reporting, litigation), valuation date, deadline, key contacts and notes. Internally, create a pipeline view with stages (Inquiry, Qualified, Proposal Sent, Won, In Progress, Closed), fields for fee estimate, fee type (fixed/hourly), probability %, NDA status, conflict check result, assigned team and next action. Add an engagement detail page with milestones and a task checklist.
Client document request (PBC) portal
Share a clear request list, collect files, track due dates and handle Q&A without long email threads.
PromptBuild a client portal for valuation document requests. For each engagement, staff can create a checklist of requested items (e.g., financial statements, monthly results, forecasts, cap table, customer data), set due dates and priority, and post clarifying comments. Clients log in, see only their engagement, upload files to each request, add comments and mark items complete. Staff have a dashboard showing outstanding and overdue items and client activity.
Comps, assumptions and methodology tracker
Standardize guideline comps, transactions and key model inputs with rationale, versions and report-ready summaries.
PromptBuild an internal valuation data tracker. Let analysts add guideline public comps and precedent transactions with metrics (revenue, EBITDA, margins, multiples, source) and selection rationale, tag by industry and save sets per engagement. Create forms to capture model assumptions (WACC components, growth rates, working capital, DLOM/DLOC, valuation and report dates) with versioning and notes. Provide a summary page that rolls up selected comps, calculated ranges and current assumptions for each engagement, with an exportable summary for report appendices.
Report drafting and review workflow
Manage draft versions, reviewer checklists, comments, sign-offs and final deliverables for each engagement.
PromptBuild a report workflow app for valuation engagements. Define stages (Draft, Technical Review, Partner Review, Quality Check, Client/Auditor Sent, Final). For each stage, allow file uploads of report and exhibits, assign reviewers, due dates and custom checklists (methodology, assumptions, citations). Include a comment log with resolution status, version history and a final deliverables page that compiles signed-off files for easy sharing.
Questions and answers
Common questions about Business Valuation Firms
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, start with a simple version and refine it as you go.
Can I create a client portal for PBC and auditor requests?
Yes. You can build a portal per engagement to share request lists, collect documents, manage Q&A and deliver drafts and finals.
We rely on Excel models—will this still work?
Yes. Keep using your spreadsheets while you build apps to track inputs, assumptions, comps, notes and review steps around them.
Can I tailor tools for 409A vs. purchase price allocations?
Yes. Create templates with fields, checklists and stages specific to each valuation type and reuse them across engagements.
Build the app your business valuation professionals and firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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