How it works

Three steps. No setup deck.

  1. 01

    Enter your numbers once

    Annual collections, overhead %, payroll, owner comp. 4 fields. Done in 5 minutes at onboarding.

  2. 02

    Update monthly

    Drop in the four numbers each month. We compute EBITDA and apply the industry multiple band. (QuickBooks Online sync lands later this year.)

  3. 03

    Read the 1-paragraph narrative

    Claude Sonnet writes the plain-English summary of what moved, what didn't, and what changed your sale-value band. Forwardable to a partner or a banker.

What you'll see in the dashboard

Built around one screen. Acted on in one tap.

  • 12-month trend chart of EBITDA + valuation band
  • Sale-value range · low / mid / high
  • 1-paragraph monthly narrative · forwardable
  • What's driving valuation up or down · ranked list
Feature FAQ

Questions, answered.

How accurate is the multiple?

We use ADA-cited industry bands (5× for under $500K collections, up to 12× for high-volume specialty practices). Real-world transactions cluster inside this band. Your CPA or broker will use the same range.

Do I need QuickBooks Online?

No — you enter the four numbers manually each month. Takes about 5 minutes. A QBO sync to do it automatically is on the roadmap.

Will this share my financial data with anyone?

No. Financial data is Tier 0 in our classification — encrypted at rest, audit-logged on access, never shared. Yours alone.

Want to know what AI says about your practice?

Free 50-point AEO audit. Delivered in 48 hours. No card. No call required.