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Resources for Sound Business Decisions.™


We Provide Productivity Tools to Manage, Measure, Create, and Transfer Business Value.

More Product Solutions

MoneySoft Business Valuation Specialist™

Business Valuation and Appraisal

  • The complete system for valuation of privately owned businesses.
  • Prepares standards-based business valuations for tax, litigation and business planning.
  • Designed for CPAs, advisors, business appraisers and valuation practitioners.
  • Includes built-in smarts to side-step common valuation mistakes.
  • Comes with an onboard Report Writer for creating custom reports without addition cost.
Explore Business Valuation


Value and analyze mid-market M&A deal opportunities

  • For M&A Intermediaries, business buyers and investors.
  • A complete system that has been aptly called “The Swiss-Army Knife” of Business Valuation and M&A Economic Planning.
  • Provides a better way to price, structure and fund transactions that make economic sense.
  • Prepares number-based reports for gatekeepers and decision makers including Pitchbooks, Market Price Studies, Valuation Reports, Acquisition Funding Proposals and Business Combination Reports.
  • An alternative to spreadsheets and valuation-only programs that don’t go the distance.
Explore DealSense

Benchmark Pro

Financial Statement Analysis and Risk Assessment

  • Assess financial risk for extending credit and loan applications.
  • Identify strengths and weakness with the 5-Minute Diagnostic.
  • Automatically calculates ratios and common-size (percentage) financials.
  • Benchmark comparison to RMA and Integra industry data (sold separately).
  • Produce insightful analytic reports that are editable in MS-Word.
Explore Benchmark Pro

Business Resources

Buying and Selling a Business

Earn-Out Agreements

Letters of Intent and Preliminary Transaction Documents

Managing Fixed Assets

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