For Advisors, CPAs, Lenders & Business Owners

Compliance-driven Business Valuations

Streamlined by proprietary technology.
Reviewed and delivered by an accredited appraiser.
Defensible valuation results you can trust.

Schedule Your Demo See How It Works

24–48

Hours to Delivery

<30

Min User Input

70%

Less Than Traditional Valuations

Big 4

Audited Process

Delivered by ASA & CFA-certified appraisers

Scroll

The Process

The ValuEdge Solution

Traditional appraisals take weeks and cost tens of thousands. ValuEdge delivers the same rigorous quality in 24–48 hours for a fraction of the cost.

Submit Company Info

Provide your company's financial data through our guided interface in under 30 minutes.

Proprietary Analysis

Our technology runs 100,000+ computations across every relevant valuation methodology.

Appraiser Review

A credentialed OneTriad appraiser reviews and signs off on every report before delivery.

Report Delivery

Receive your compliant, defensible valuation report within 24–48 hours.

See a real ValuEdge report

Download our sample report and see exactly what you receive.

The Difference

Why ValuEdge?

Not all business valuations are equal. Here's how ValuEdge compares.

ValuEdge™

by OneTriad

Others

Unbiased Results

Independent, technology-driven analysis

Data-driven results: impartial, verifiable, and transparent

Tools are offered by business brokers to source new sales leads, or the user can influence the valuation by changing assumptions

Exclusive Cutting-Edge Technology

Proprietary algorithms, not off-the-shelf AI

Proprietary technology built to analyze an infinite range of scenarios and datasets. ValuEdge offers transparency and consistency by not relying on AI

Use “multiple slapping” techniques where a median multiple is adjusted up or down. “Black-box” AI performs analysis and/or makes important decisions

Created by Professional Appraisers

Credentialed team on every report

Team consists of ASA and CFA Charterholders experienced in valuation for IRS, US GAAP, SBA, SEC, and other purposes

Do not align with professional guidance developed by the AICPA, IRS, TAF, IVS, etc.

Full-Service Solution

No outsourcing, no hand-offs

Clients have access to in-house professionals who can explain the results, further analyze the business, and issue you a professional appraisal

Limited access to professional appraisers or you are outsourced to ‘partners’ if you need a professional appraisal

24–48 Hour Delivery

From submission to signed report

The only complete solution for fast, defensible business valuations.

Get Started →

Our Story

Built by Appraisers.
Powered by Technology.

OneTriad was founded on the belief that every business deserves access to a professional, defensible valuation. We're the team behind Titus Alliance, one of the most respected M&A advisory firms in the Southeast.

Our ASA and CFA-certified appraisers built ValuEdge from the ground up - combining decades of hands-on valuation expertise with proprietary technology to deliver results that are faster, more accurate, and more affordable than anything else on the market.

Our Full Story Meet the Team

Justin Boyd, CFA, ASA

Co-Founder & President

CFAASA

Agustin Aran Martin, CFA

Co-Founder & CEO

CFA

Michele Kleyn

Co-Founder & Vice President

FAQ

Common Questions

OneTriad combines proprietary technology with the expertise of credentialed appraisers (ASA/CFA). Most valuation tools are either technology-only (lacking human expertise) or appraiser-only (slow and expensive). ValuEdge delivers both at a fraction of the time and cost - and unlike AI-driven models, ValuEdge offers full transparency in its methodology.

ValuEdge delivers reliable valuations for private businesses of any size and industry with an established track record. It is not designed for early-stage start-ups, companies with no history of profitability, companies in financial distress, or highly asset-intensive businesses. It supports M&A transactions, SBA lending, estate planning, and litigation support.

Input the required information in 15–30 minutes, or have a OneTriad team member assist you. Once the ValuEdge™ analysis is complete, a business valuation expert reviews and can refine the results before delivering them to you within 24–48 hours.

You'll need historical financial statements (3–5 years), trailing twelve months (TTM) data, owners' compensation details, most recent balance sheet, and a budget or forecast if available. Our guided interface walks you through exactly what's needed in under 30 minutes.

ValuEdge™ applies the asset, market, and income approaches - the three most widely recognized methods by AICPA, ASA, and The Appraisal Foundation. Every report is signed by a credentialed appraiser, making it defensible for SBA lending, M&A transactions, estate planning, and IRS purposes. Our process has been validated by Big 4 auditors.

ValuEdge™ uses technology to eliminate the labor-intensive inefficiencies of the professional appraisal process without sacrificing rigor. Unlike AI-driven models that operate as "black boxes," ValuEdge offers full transparency - no AI used to derive valuation results. Every report is produced by credentialed professionals using a Big 4-audited process.

Get Started

Schedule a Call
with an Expert

Talk to a member of the ValuEdge team. We'll walk you through the platform, answer your questions, and get your first valuation started.

Valuation report within 24–48 hours
Under 30 minutes of user input
70% less than traditional appraisals
Big 4-audited, compliance-ready process

Book a Time Directly Send Us a Message

Compliance-driven Business Valuations