CT Valuations
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Pricing

Four tiers. Locked launch pricing.

Tax return is the required source anchor at every tier. Purpose and tier drive the questions, reliance posture, and review path.

The signed report package

Every launch tier is governed by:

  • Structured valuation report based on customer-provided data
  • Tier-appropriate reliance and signature language
  • Tax return as the required source anchor
  • Tier-driven intake questions and optional supporting uploads
  • Same-day delivery target
  • Secure portal and review workflow before sensitive file handling

Basic

$499

Planning-only valuation indication based on customer-provided data.

  • Below SSVS - Valuation Indication
  • Indicative; limited use.
  • $299 add-on available
  • Full payment upfront
  • Same-day target

You submit

Tax return required. 1+ year financial history standard.

Select Basic

Calculation

$1,495

Signed calculation engagement with limited-use language.

  • SSVS Calculation Engagement
  • Single-method income approach with documented rationale.
  • $299 add-on available
  • 50% deposit at checkout; 50% auto-charged on delivery
  • Same-day target

You submit

Tax return required. 3 years financial history standard.

Select Calculation
Most Popular

Valuation

$2,995

Signed conclusion-of-value report with full reliance language.

  • SSVS Valuation Engagement
  • All relevant methods considered: income, market, and asset.
  • 45-minute reviewing-principal consultation included
  • 50% deposit at checkout; 50% auto-charged on delivery
  • Same-day target

You submit

Tax return required. 3 years financial history standard.

Select Valuation

Custom Partner

Custom

B2B, white-label, referral, or scoped partner engagement.

  • Negotiated per engagement
  • Negotiated per engagement.
  • Pre-purchase principal meeting available
  • Negotiated; 50/50 default unless negotiated
  • Same-day target

You submit

Tax return required. Scoped at intake financial history standard.

Discuss scope

Same-day target

Same-day delivery is the v0 target across the retail tiers. Sensitive files wait for the approved secure intake route.

CPA firms and attorneys — partner pricing available.

Negotiated pricing, white-label delivery, and direct principal access for case consultations.