For CPAs, accountants, attorneys & advisors

A resource to share with a client who's starting to think about selling

When a business-owner client asks "what do you think my business is worth?" or "how would I even start selling this?", this page is something you can forward or link them to. It costs you nothing, it's not an outsourcing of your relationship with them, and nothing about their business becomes public unless they choose to publish it.

What this is

  • A free, private tool your client can use on their own time, with no meeting and no commitment, to get a starting value range for their business.
  • A way for them to organize their numbers and documents privately before they decide whether, when, or how to sell.
  • Something you can point to without having to become their deal advisor yourself.

What this isn't

  • It's not a referral fee arrangement, and DealPilot does not pay for introductions.
  • It's not a replacement for your tax, legal, or accounting advice — DealPilot is software, not a licensed advisor.
  • It doesn't make anything about your client's business public. Nothing is listed or shared with buyers unless your client explicitly chooses to publish it.

Why your client might find this easier than the usual process

Most business owners have never sold a business and don't know the vocabulary — things like a CIM (the detailed write-up buyers ask for), SDE (seller's discretionary earnings, roughly their yearly take-home profit), or an LOI (a buyer's written offer). DealPilot explains each term in plain English the first time it comes up on a page, so your client isn't left guessing. It's built for a first-time seller, not for people who already speak deal language.

What your client gets, free

A private value range

A starting estimate of what their business might be worth, with the main assumptions shown, in about two minutes.

No card, no meeting

Nobody calls them. Nothing is shared with a buyer or made public. They can close the tab any time.

A clear next step

If they want to go further, paid add-ons (starting under $300/mo) help them get review-ready documents prepared — entirely their decision.

Questions you might get from a client

Share these answers directly — they're written for a first-time seller, not a broker.

How do I value a small business without hiring a broker first?
Start with a private planning range based on revenue, owner take-home profit (often called SDE — Seller's Discretionary Earnings), industry context, and owner involvement. DealPilot walks you through those inputs so you can see a planning range and the assumptions behind it before you share sensitive details or hire outside help.
Is a free business value estimate the same as a certified appraisal?
No. A DealPilot planning range is an informational owner tool — not a certified appraisal, formal valuation opinion, or guarantee of sale price. Use it to organize numbers and readiness notes. Bring in a qualified appraiser, CPA, or attorney when you need formal opinions for financing, tax, or legal decisions.
Can I sell my business without a broker using DealPilot?
Many owners prepare privately first, then decide whether to sell themselves, hire a broker later, or pause. DealPilot is owner-led software for planning ranges, readiness work, and review-ready materials. It does not replace brokerage, legal, or tax advice, and it does not promise buyer pools or marketplace inventory.
What information do I need to start a private planning range?
Rough annual sales and yearly take-home profit are enough to start. Tax returns, add-backs, customer mix, and how much the business depends on you make the range more useful later. You can refine inputs over time without publishing anything.
Will my business stay private while I use DealPilot?
Yes. Your planning work stays in a private workspace by default. Nothing about your company name, financials, or sale intent goes public unless you choose a specific share or publish step.
How is DealPilot different from listing my business on a public marketplace?
Public listing sites focus on exposure. DealPilot focuses on preparation first: a private planning range, readiness gaps, and organized seller materials. You decide if and when to share with anyone. DealPilot does not invent buyer demand or promise listing liquidity.
What does Seller's Discretionary Earnings (SDE) mean?
SDE is a common small-business profit measure: roughly the yearly cash benefit to one full-time owner-operator after adding back owner salary, personal expenses run through the business, and one-time costs. Buyers often apply an industry multiple to SDE when forming an offer range.
How long does it take to prepare a small business for sale?
Timelines vary by industry, bookkeeping quality, and how owner-dependent the business is. Many owners spend weeks to months cleaning financials, documenting processes, and reducing key-person risk before a serious process. A private planning range helps you see which prep steps matter most for your situation.
Do I need perfect financials before I start?
No. Start with the best numbers you have, then tighten them. Cleaner P&Ls, tax returns, and documented add-backs usually improve buyer confidence later. DealPilot helps you see readiness gaps early so you are not learning them under diligence pressure.
What does DealPilot cost after the free planning range?
The initial planning range is free to start. Optional paid tools include a documented planning report, a seller launch kit, and a monthly deal room when you are actively managing a process. Pricing is flat and listed on the pricing page — not a percentage of sale price. If you have a promo code such as TRACTION129, you can enter it at checkout when offered.

Direct-share kit

Copy this link to text, email, or hand to a client directly — no DealPilot send required on your end:

https://dealpilothq.com/valuation/estimate?utm_source=partner_resource&utm_medium=referral&utm_campaign=partner_direct_share

Or send this as a one-line message:

"Here's a free, private tool to get a starting idea of what your business might be worth — no cost, no commitment: https://dealpilothq.com/valuation/estimate?utm_source=partner_resource&utm_medium=referral&utm_campaign=partner_direct_share"

See the tool for yourself

Try the same free, private planning range your client would see — no card, no commitment.

Try the free planning range