01
Put the business on the table
Work through a focused set of questions about earnings, customers, operations, and the owner’s role.
Founder-first value intelligence
Know what your business is worth. Know what to do next.
Worthwise turns the moving parts of your company into a structured valuation assessment—so founders can make the next decision with more clarity and less guesswork.
Built for founders who want a clearer view before a bigger move.
Assessment snapshot
Founder inputs, organized
Value signals
Your business, in context.
Assessment
Structured
Earnings quality
In review
Owner dependence
Mapped clearly
Clarity grows value
The workflow
A clearer view in three focused moves.
02
See the factors moving value
Make the inputs legible. Worthwise brings the strengths, constraints, and assumptions into one clear view.
03
Choose the next move
Use your assessment as a sharper starting point for planning, improving the business, or talking with an advisor.
The method
The number matters. The why matters more.
Worthwise gives you a disciplined way to capture the factors that experienced buyers, advisors, and operators explore—not a black-box answer with no path forward.
Important: Worthwise provides an indicative planning assessment. It is not a certified valuation, appraisal, legal opinion, tax advice, or investment advice.
Value drivers
- 01Earnings quality and consistency
- 02Recurring revenue and retention
- 03Customer concentration and risk
- 04Owner dependence and operating systems
- 05Growth readiness and strategic options
Built for the next conversation
Move from uncertainty to a plan you can actually work.
Use the assessment to prepare for an advisor meeting, identify operational improvements, set a growth target, or get more precise before considering a sale.
Start with your businessFounder + advisor ready
A stronger starting point for either side of the table.
Founders gain a structured view of their business. Advisors gain a shared framework for a more useful value conversation.
Early access
Start with the assessment. Add more when you need it.
Worthwise is preparing its founder and advisor offers. Start an assessment now; plan details and platform checkout will be available here soon.
Assessment access
Offer details coming soon