Complete your purchase by September 26 and your first month is free.
For Wealth Advisors
Your client sells the business. Someone else’s advisor handles the money.
See what your clients’ businesses are worth, what is standing between that and a clean exit, and where you can help, years before anyone calls a broker.
Sign up and complete your purchase by September 26 to get your first month free.
80%
of advisors who guide a client through a liquidity event are replaced once the transaction closes.
2026 National Exit Planners Survey
A short walkthrough of Advisor View and Advisor Insight.
How access works
You do not buy your way in. Your client lets you in.
A business owner running ValuIQ can assign access to up to two advisors. Once they assign you, their readiness data appears on your dashboard automatically. There is no implementation project, no onboarding, and no change to how you already work with them. You subscribe for the seat. They decide what you see.
Advisor View and Advisor Insight cannot own a client subscription. That is what moves an advisor to the Partner Platform.
Two tiers
Pick the one that matches how you work.
Advisor View
First month free when you purchase by September 26.
See what your clients' businesses are worth.
Advisor Insight
First month free when you purchase by September 26.
See the gap between today's value and what your client's exit needs to fund.
Advisor View and Advisor Insight compared
If you want more than visibility
Advisor View and Advisor Insight are built for advisors who want to see their clients clearly, not to run the work. At these tiers there are no projects, no improvement toolkit and no marketplace access, and you cannot own a client’s subscription. That is deliberate. It keeps the subscription low and the product simple.
If you want those things, nothing is stopping you. The ValuIQ Partner Platform is open to advisors as well as consulting firms. Basic adds project tracking, the improvement toolkit, marketplace access and the ability to own client subscriptions. Premium adds a roll-up view across your entire portfolio of business owner clients.
See the Partner PlatformFrequently Asked Questions
It depends on what you want to do with the relationship. The advisor tiers are built for visibility, and Advisor Insight lets you run assessments on top of that. The Partner Platform is built for firms that own their clients’ subscriptions and deliver the improvement work. If you are somewhere between the two, talk to us and we will work through it with you.