Say yes to valuation work without hiring a valuation team
A client needs valuation or financial analysis, and your firm does not handle it in-house. We become your technical resource: the analysis is ours, the client relationship stays yours.
What white-label means in practice
You stay client-facing
Every conversation with your client runs through your firm. We work behind you — scoping notes, the model, the report and the workpapers — and never approach your client directly.
Prepared to US standards
Reports are prepared to USPAP and AICPA SSVS standards, with workpaper support your reviewers and your client’s auditor can follow line by line.
Delivered under your name
The report is issued on your firm’s letterhead. What your client receives is your firm’s deliverable, prepared to the standard your name implies.
Support after delivery
If the conclusion is questioned by an auditor or the IRS, we stay available to help you answer it — that support is part of the engagement, not an extra.
From your client’s request to a report with your name on it
You send us the request
Same day
Tell us the client’s situation: the standard involved, the valuation or acquisition date, and the deadline you are working to. No client introduction is needed at this stage.
We scope and quote
1–2 days
You get a fixed fee and a delivery date before anything begins, plus a single consolidated document request you can pass to your client in your own words.
We build and draft
Per engagement
The modelling, the methodology decisions and the workpapers are ours. You review the draft as the firm whose name goes on it, and we work your comments in.
You deliver, we back you up
On delivery
You issue the report to your client under your firm’s name. If their auditor or the IRS comes back with questions, we help you answer them.
