Put your name on ViziVal. Hand it to every client under your own brand.
Your logo, your colors, your firm's name — the same forecasting, What-If scenario planning, and valuation tool your clients already need, delivered as if you built it. A small “Powered by ViziVal” credit is all that stays ours.
Why Firms License ViziVal Instead of Building Their Own
Building a forecasting and valuation tool from scratch takes months and a development budget most practices don't have. Licensing gets you there this week.
Your Brand, Not Ours
Your firm's name and colors on every screen, every PDF, every Excel export your clients open.
Nothing to Build
The forecasting engine, valuation math, and What-If scenarios are already built and tested — you're licensing a finished product, not commissioning one.
Your Clients' Numbers Stay Private
Runs entirely in the browser, zero network calls by construction — a real trust advantage when you're handing this to clients with sensitive financials.
Every Feature Included
Full model, What-If testing, DCF and comps valuation, PDF/Excel export, Founder Templates & Guides — nothing held back for a higher tier.
Licensing Tiers
Priced flat, not per-seat — unlimited use with your own clients within your tier. Figures below are starting ranges; final pricing is confirmed when we scope your practice.
CPAs, business coaches, and fractional CFOs working solo or with a small book of clients.
- Your name, logo & colors
- Unlimited use with your own clients
- All current features included
A small brokerage or advisory shop with a handful of practitioners under one brand.
- Everything in Solo Advisor
- Covers your whole firm, any headcount
- Priority support on your rebrand
SBDCs, accelerators, incubators, and business-support programs serving many client businesses.
- Everything in Boutique Firm
- Priced to program scale, not per advisor
- Onboarding support for your team
A SaaS platform, bank, or reseller wanting to embed ViziVal at real volume.
- Revenue share or negotiated flat fee
- One-time setup & branding fee
- Scoped to your distribution model
How It Works
Tell Us About Your Practice
Submit the form below with your firm's name, colors, and which tier fits how you'll use it.
We Build Your Rebranded Copy
Your logo, name, and colors replace ours throughout — header, reports, exports — ready for you to review.
You Deliver It Under Your Name
A private, self-contained file your clients open directly — no accounts, no hosting, nothing for you to maintain.
Request Your Rebranded Copy
Tell us a bit about your practice and which tier fits. We'll follow up with pricing and next steps.