ValuablyBY ATLANTIC COAST
FOR CPAs, BUSINESS ATTORNEYS & FINANCIAL ADVISORS

A clearer starting point.
For your next
client conversation.

Your client brings the business. You bring the perspective. Valuably gives you a shared place to start.

Preview the client reportGet the sharing kit
Free educational estimate No documents needed
VALUABLY
A BUSINESS, IN PERSPECTIVE
A PREVIEW OF THE CONVERSATION

More understanding.
Better questions.

01Earning power
02What shapes value
03The buyer’s perspective
Explore a fictional sample
A useful first look.A conversation you can build on.
01 / The client experience02 / Your conversation03 / What happens next04 / Share with clients
01 / SOMETHING USEFUL TO BRING TO THE TABLE

A number.
And the story behind it.

Let clients explore the language of value before you work through what it means for their business.

An estimate with context

A planning range, an earnings explanation and the business factors shaping the result.

The “why” behind the number.

A clearer buyer perspective

An illustration of how cash flow and acquisition debt can affect a buyer’s financing options.

A price needs a workable transaction.

A report they can share

A verified account saves their report. The email opens a secure sign-in link; a PDF is available to download.

They choose whom to share it with.

An automated educational estimate based on the owner’s answers. It is not an appraisal, a tax valuation, a financing approval or an estimate of personal sale proceeds.

See the sample
02 / YOUR EXPERTISE. A BETTER STARTING POINT.

Built to support
the conversation you lead.

FROM FINANCIALS TO A FOCUSED CONVERSATION

Give the numbers a shared language.

Help your client understand earning power, the assumptions behind an estimate, and the records worth reviewing together.

  • Discuss which earnings adjustments need support.
  • Explore owner dependence and financial clarity.
  • Use the estimate to identify questions for a closer review.
A QUESTION TO START WITH

“Which parts of this earnings story should we look at together?”

Your professional advice gives the conversation its direction.
Let the explainer do the introductions for your clients

Ready to share.
Before your next meeting.

Explore the selling process
03 / CLEAR EXPECTATIONS FROM THE START

Their information.
Their next step.

An introduction to Valuably does not give a referring firm access to a client’s answers or report.

The client decides what to share.

Clients can download their report and send it to you. Sharing Valuably with a client does not enroll you in their account or automatically send you their results.

Read the privacy notice
  1. 01

    Explore first

    Explore the sample and complete the questions freely. Your answers wait in this browser tab while you sign in.

  2. 02

    Calculate with a verified account

    Sign in to calculate and save the report, then receive its secure link by email. Six-month valuation reminders are optional.

  3. 03

    Choose the next conversation

    Submitting an estimate does not request personal outreach. Clients can separately request contact or book a meeting with Atlantic Coast.

04 / MAKE THE INTRODUCTION YOUR OWN

Ready for your
next client email.

A straightforward invitation, written for you to personalize. Review the sample first, then share when it is useful.

A NOTE FROM YOU
SubjectA useful starting point for our next conversation

Personalize the greeting and signature before sending.

A one-page introduction.

A clean, client-ready overview to attach to an email or bring to a meeting.

Download the handout1-page PDF · Free to share

An LOI, explained for your clients.

Send the interactive guide before a meeting, or share a specific section. Your client can explore a fictional offer while your professional advice puts the terms in context.

Explore the LOI guidePublic educational guide · No account needed · No client information shared
LET’S MAKE SHARING SIMPLE

Introducing Valuably
through your firm?

Talk with Atlantic Coast about a firm sharing link and the best way to introduce the experience to your clients.

Email us about a firm linkOpens your email app. Include your firm name and website.
THE TEAM BEHIND VALUABLY

A clearer first look.
People for what comes next.

Valuably is built by Atlantic Coast Business Advisors to help owners understand their business value and explore their next chapter. Our team helps owners work through valuation questions, preparation and the selling process.

The free estimate is separate from any professional engagement. Your client’s existing advisors remain an important part of the conversation.

Meet Atlantic Coast