Your clients ask what their business is worth. Now you have the answer.
Upload the trial balance. Automatic normalization. Professional PDF in 15 minutes — with your branding, your name, your audit trail.
Accounting software, connected
- Octopus
- Expert/M
The problem
These pain points cost you time, margin and client trust.
Hours lost to spreadsheets
Manual normalization, copy-pasting between Excel and correction rounds. +10 hours per estimate.
"What is my business worth?"
The question you would rather refer out. No standard answer, no clear methodology.
Liability without an audit trail
Estimates based on gut feeling. If the client complains, where is your substantiation?
Sound familiar?
We hear this from advisors across Belgium and the Netherlands.
The solution
The solution your practice has been looking for.
15 minutes to a branded report
Enter the financial data. Automatic normalization. Professional PDF report in your own branding.
Full audit trail
Every normalization is documented and traceable. When the client asks "why this number?", you have the answer.
Client gets their own access
Send your client a secure invitation link. They view the report, confirm data, and keep everything in one place. It is free for them.
Your name on every transaction
Co-branded PDF for client, bank, and buyer. No referrals needed. You deliver the report yourself.
Fiscal reference value
Notional value (book equity + 4× normalized EBITDA) for Belgian capital gains tax. Automatically included for succession planning and internal transfers.
10 valuation methods
Not a rule of thumb. A complete valuation engine.
Every report draws on up to 10 academically grounded methods. From DCF, EBITDA multiples, SDE, ARR, adjusted NAV, and fiscal reference value for SMEs, to a dedicated startup engine (Berkus, Scorecard, VC method) for pre-revenue founders. You choose the methods. The engine does the math.
Designed for your practice
From free to full automation.
Clients never pay. You control the relationship and set your own advisory fee.
Try before you commit
- Max 3 valuations per year
- 6 methods (incl. DCF, ARR & Startup)
- Europe's reference SME multiples via Upswitch Index by country
- Report with watermark for your client (no PDF download)
- Invite clients for free
- Capital gains tax reference
Manual workflow with maximum control
Also available monthly from €149/month
- All 10 methods + full control over adjustments
- Manual workflow in about 10 minutes per client
- Full audit trail
- Europe's reference SME multiples via Upswitch Index by country
- Share the report with your client (free for them)
Integrated workflow for valuing your full client base
Also available monthly from €299/month
- Everything in Starter
- Live sync with Yuki, Exact, Silverfin, Bizzcontrol, and Octopus
- Value all clients without manual data entry
- Bulk portfolio automation
- 1 advisor seat included
- Additional colleagues: €49/month or €490/year per active seat
- Priority email support
How it works
From trial balance to report in 15 minutes.
No complicated processes. Everything you need in four steps.
Add client via company search
Look up the company via KBO/KVK. Name, address and NACE-code are loaded automatically.
What you do: Search and enter
Review the normalizations
The system identifies non-operational costs. You validate or adjust.
What you do: You validate or adjust where needed
Generate the report
Download a professional PDF report with your own branding.
What you do: Download and share
Invite your client
Send a secure link. Your client views the report and keeps everything in one place.
What you do: Send the invitation
Total time investment: ~10 minutes
Business model
A recurring advisory service for your clients.
Create an annual valuation product for your clients. You set the rate. Upswitch provides the platform.
Annual advisory product
Send a valuation report to your clients every year. Create a recurring advisory line.
Set up once, repeat every year
Historical data is preserved. Next reports take even less time.
Your client gets their own access
Through their own portal, clients upload documents and view reports. Always available.
Defensible SME valuations in minutes, not months.
Monthly or yearly billing · excl. VAT
Multiples database
Need a fast market anchor before you start the report?
Use the Upswitch Index hub to jump from public benchmarks into your valuation workflow, then share the saved report with your client.
Workflows and methodology for advisors
Related depth and references
Sector index. 183 business types, 16 markets.
Per-sector multiples across NACE / SBI / SIC / NAF / WZ classifications.
All 10 valuation methods, side by side
DCF, EBITDA / SDE / ARR / revenue multiples, NAV, fiscal-reference, market approach.
European SME multiples. Upswitch Index.
Free public benchmark; advisor-grade methodology.
Algorithmic transparency in SME valuation
Why a verifiable method matters more than the headline number.
How accountants distribute SME valuation
Workflow integration, white-label reports, recurring engagement.
The five primitives of SME liquidity
Manifesto: trust in → trust out. Liquidity follows truth.