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Built for CPA & Accounting Firms

Your clients have financial statements. They still may not understand the value of the business they built.

For a closely held business owner, the company may be the largest asset on the balance sheet and the least discussed in planning meetings. Your firm is often the first professional trusted enough to begin that conversation.

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What AltosIQ contributes

AltosIQ helps CPA firms turn existing financial knowledge into a structured business-value conversation—without asking the firm to overstep into tax, legal, or formal appraisal work.

The challenge

The annual meeting is a missed value-planning opportunity.

Many owners leave year-end meetings knowing their tax position but not the implications of the year’s performance for succession, a future sale, partner buyout, or family wealth plan. They may confuse taxable income with transferable earnings or underestimate the effect of undocumented add-backs and owner dependence.

A deliberate workflow

Where it belongs in your advisory relationship

  1. 01

    Start with the records you already understand

    Use business and financial history to establish the context for a value conversation.

  2. 02

    Introduce the value question

    Bring business value into year-end, succession, ownership-transition, and planning discussions.

  3. 03

    Identify the gaps

    Clarify what the available information supports and where a specialist’s work is needed.

  4. 04

    Make the handoff stronger

    Carry a documented baseline and a focused question set into conversations with M&A, legal, tax, or valuation specialists.

The result

A better client-advisory conversation

A repeatable way to introduce business value without overselling certainty
Clearer coordination among the client’s professional team
A planning baseline that can be revisited as the business changes

Keep the right professional in the right role

AltosIQ can help you ask better questions and document available context. It does not convert tax advice into valuation advice, nor does it replace a credentialed valuation professional when a formal opinion is needed.

See what a documented analysis includes

Questions advisers ask

Clear answers before a conversation starts.

Can a CPA firm use business value analysis with planning clients?+

Yes. AltosIQ can provide structured business-value context for planning discussions. Tax advice, legal advice, and any formal valuation opinion remain separate professional responsibilities.

What is the difference between taxable income and business value?+

Tax reporting is one input, but buyers and valuation professionals also examine recurring earnings, normalization, risk, transferability, and the evidence supporting each conclusion.

Can the platform replace a credentialed valuation engagement?+

No. Use it to organize and discuss value context; use appropriately credentialed professionals where a formal valuation is required.

Make value part of the conversation your clients already trust you to lead.

See how a documented value baseline supports better planning discussions and better specialist handoffs.

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AltosIQ supports documented valuation analysis and planning conversations. It does not replace credentialed appraisal work, legal or tax advice, formal fairness opinions, quality-of-earnings work, or independent investment diligence and decision-making.