We separated advisor-firm pricing from the general public pricing page. That matters because a business owner, a buyer and an accounting firm are not buying the same workflow. Owners need a free first valuation. Buyers need access without platform friction. Firms need a repeatable client valuation operating model.
The three firm plans
- Free: prove the workflow with a small number of client files, including a watermarked report and limited annual valuations.
- Practice: run recurring client valuations with all valuation methods, PDF reporting, audit trail and one advisor seat included.
- Enterprise: scope SSO, domain governance, custom integrations, onboarding and support in a demo before pricing is set.
Why Enterprise is not a checkout button
A multi-office firm does not buy valuation software the same way an individual advisor does. The real work is governance: who owns client data, which domains can access the workspace, how report templates are approved, which accounting systems are connected, and what procurement or security review is required.
Publishing one generic Enterprise price would be neat but misleading. A scoped demo lets both sides confirm the rollout model before commercial terms are agreed.
What changes on the public site
- The main pricing page is no longer advisor-first; it opens on the business-owner pricing path.
- The advisor workflow page now links to the dedicated firm pricing page instead of sending firms back to generic pricing.
- Navigation and footer links expose /firms directly for teams evaluating Upswitch as a firm-side workflow.
If you are evaluating Upswitch as a firm, start with firm pricing. If you want the product workflow before the commercial model, read Upswitch for advisors or the deeper note on accountants as the valuation distribution layer.
Frequently asked questions
Do clients pay Upswitch when a firm invites them?
No. Clients can be invited for free. The firm pays for the advisor-side workflow and decides how it prices its own advisory service.
Is Enterprise publicly priced?
No. Enterprise is demo-gated because SSO, domain governance, integrations, onboarding and support scope materially change the implementation.
Where should individual advisors start?
Start free on the firm pricing page. Use Practice when recurring client work, PDF reporting and audit trail become part of the firm workflow.
Upswitch is the M&A infrastructure layer for the European SME economy. Defensible valuations and structured transaction matching for the lower mid-market.