White‑Label Faculty — Valuation
Deliver structured valuation models and client-ready reports under your firm's name.
Turn Business Performance Into a Defensible Value Range.
Guide succession, funding and growth conversations with transparent methods and assumptions.
Valuation range
Low
£620k
Central
£745k
High
£890k
Indicative enterprise value
+12.8%MODEL COMPLETE
clients.yourfirm.co.uk
A credible valuation creates a high-value advisory moment without forcing your team into fragile spreadsheet models.
Show the inputs, adjustments and methods behind every valuation range.
Connect value drivers to succession, investment and improvement planning.
Present every model and report as a service from your own firm.
Apply transparent multiples to maintainable earnings and adjustments.
Compare conservative, central and ambitious valuation outcomes.
Highlight profitability, dependency, growth and risk factors.
Create a structured report covering method, assumptions and range.
Show which operational changes could strengthen future value.
Keep sensitive valuation work isolated within each client workspace.
Separate exceptional and owner-specific items from maintainable performance.
Combine relevant approaches into a clear central valuation range.
Keep a transparent record of every valuation input and adviser adjustment.
Track how estimated value and its drivers change over time.
Choose the licence that fits your client book. Every tier is fully branded — your tier sets client capacity, adviser seats and included add-ons.
£99 /month
Enquire to activate
Entry-level branding for advisers testing white-label delivery.
£149 /month
or £1,490 per year
For solo bookkeepers and small practices going branded.
£399 /month
or £3,990 per year
For growing advisory firms managing a real client book.
£899 /month
or £8,990 per year
For multi-office firms and CFO practices at scale.
Client caps shown here are indicative. Your live cap and adviser seats follow the licence active on your account.
Extend your platform as your practice grows. Add-ons unlock automatically at the tier shown.
Cashflow and scenario forecasting under your firm's brand.
Included from WL Professional
Business valuation models and advisory-ready valuation reports.
Included from WL Enterprise
Extended KPI library with benchmarks and traffic-light scoring.
Included from WL Professional
Document requests, messaging and per-client permissions.
Included from WL Professional
Your logo, colours and cover pages across every exported report.
Included from WL Basic
Ready-made review packs for monthly, quarterly and year-end work.
Included from WL Professional
Separate branded tenants for each office, region or sub-brand.
Included from WL Enterprise
Named support contact with accelerated response times.
Included from WL Professional
On a lower tier? Add-ons unlock the moment your licence is upgraded.
Compare WL tiers →It is an advisory valuation tool. Where a formal regulated opinion is required, firms should apply their professional process.
Yes. Advisers control the inputs, adjustments, multiples and scenario ranges used.
Yes. The branded report can explain the selected method and assumptions in plain language.
Eight modular faculties, one branded platform. Add the faculties your firm sells and leave the rest switched off.
Branded accounting delivery for advisory firms.
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One branded command centre for every client.
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Advisory-ready report packs.
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Cashflow and scenario planning.
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Benchmarked KPI tracking.
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Your domain, your client login.
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Sector-specific advisory tools.
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Structured models and branded reports, without the spreadsheet sprawl.