ValuAdder
ValuAdder, developed by Haleo Corporation since 2004, is a Java-based cross-platform desktop software suite for business valuation and deal structuring. It sells on a one-time perpetual license basis via its website to professional advisors, business owners, and buyers/investors, with 22,920+ cumulative customers.
- Company typePrivate
- Founded2004
- HeadquartersLake Oswego, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What ValuAdder does
ValuAdder is a desktop business valuation and deal-structuring software suite developed by Haleo Corporation, a privately held company founded in 2004 and headquartered in Lake Oswego, Oregon. The product is built on a Java-based cross-platform architecture running natively on Windows, macOS, and Linux, with native integration to macro-enabled Microsoft Excel worksheets and a suite of remote-desktop and cloud-storage integrations (OneDrive, iCloud, Google Drive, Microsoft RDS, Azure Virtual Desktop, Apple Remote Desktop). Its core product delivers six standard valuation methods — Capitalized Earnings, Capitalized Excess Earnings, Discounted Cash Flow, Market Comps, Multiple of Discretionary Earnings, and Net Present Value — supported by proprietary features including Iterative WACC Calculation, a 10-factor Company-Specific Risk Premium (CSRP) framework, Hull-White Binomial ESO valuation, and built-in market data covering 425 industry sectors keyed to SIC/NAICS codes.
The product portfolio extends beyond the core application through add-on modules (Report Builder, 200+ page Handbook, Engagement Letter Writer) and bundled packages (Pro Package, All-In-One Package), positioning the company as a full workflow tool for valuation professionals. ValuAdder sells direct-to-consumer exclusively through its own e-commerce storefront on a one-time perpetual license model with optional paid upgrades, generating no recurring subscription revenue. Its go-to-market is product-led, supported by a comprehensive content library (blog, guide, glossary, virtual tour, online help system) and SEO-driven acquisition, with no field sales team or paid advertising channels. Customers are spread across three primary persona segments — Professional Advisors (CPAs, brokers, appraisers), Business Owners, and Buyers/Investors — with 22,920+ cumulative customer sales since inception, and no concentrated enterprise accounts.
The company has remained bootstrapped with no disclosed venture capital, private equity, or institutional ownership. Strategic activity in 2025 was focused on product depth (Terminal Value Scenario Analysis, Multiples Maker) and platform currency (macOS 26 Tahoe support) rather than expansion, M&A, or pricing model changes. Revenue, headcount growth, and unit economics are not publicly disclosed.
ValuAdder firmographics
Firmographics- Name
- ValuAdder
- Legal name
- Haleo Corporation
- Website
- https://valuadder.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ValuAdder, developed by Haleo Corporation since 2004, is a Java-based cross-platform desktop software suite for business valuation and deal structuring. It sells on a one-time perpetual license basis via its website to professional advisors, business owners, and buyers/investors, with 22,920+ cumulative customers.
- Ownership category
- akta.pro rank
ValuAdder industry classification
Industry- Product category
- Business Valuation Software
- NAICS
- Software Publishers (5132), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Estate, Gift & Trust Valuation (BPAHANAL)
- akta.pro secondary industry
- Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where ValuAdder is headquartered
LocationHeadquarters
- HQ city
- Lake Oswego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ValuAdder business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D
Revenue model
- Software License Sales: One-time perpetual license purchase model. Customers pay a single upfront fee for lifetime access to the software with no subscription fees or usage limits. Optional paid upgrades available as new versions are released.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | One-time perpetual license with optional upgrades |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
ValuAdder product offering
Product offeringCore offering
ValuAdder is a desktop business valuation software suite that performs valuations of privately owned businesses and professional practices using six standard methods (Capitalized Earnings, Capitalized Excess Earnings, DCF, Market Comps, Multiple of Discretionary Earnings, and NPV), bundled with built-in market multiples data, financial statement recasting worksheets, deal structuring tools, employee stock option valuation, and a 200+ page Business Valuation Handbook. The product is sold as a one-time perpetual license directly from the valuadder.com website for use on Mac, Windows, and Linux, and is targeted at CPAs, business brokers, appraisers, financial advisors, business owners preparing to sell, and buyers/investors evaluating acquisitions.
Product overview
ValuAdder is a desktop-based business valuation software suite developed by Haleo Corporation, offered as both a standalone product and as bundled packages. The core ValuAdder Business Valuation Software provides six primary valuation methods (Capitalized Earnings, Capitalized Excess Earnings, Discounted Cash Flow, Market Comps, Multiple of Discretionary Earnings, Net Present Value) supported by built-in market data and financial analysis tools. The product portfolio includes add-on modules: Business Valuation Report Builder for professional appraisal reports, Business Valuation Handbook as a 200+ page reference guide, and Engagement Letter Writer for drafting engagement letters. ValuAdder offers two bundled packages: the Pro Package combining multiple products for professional advisors, and the All-In-One Package providing the complete suite of all products. Key integrated tools include Multiples Maker for custom valuation multiples, Deal Check for deal structuring analysis, and Employee Stock Option Valuation using the Binomial Model. The software is built on Java technology, runs natively on Mac and Windows, and does not require subscriptions.
Differentiator
Problem solved
Functional benefit
Brands
- Multiples Maker™: A tool for business valuation professionals to import comparable transaction data, map and normalize data, and generate valuation multiples.
- ValuAdder Business Valuation Report Builder™
- ValuAdder Business Valuation Handbook
- ValuAdder Engagement Letter Writer
Products and services
- ValuAdder Business Valuation Software Primary business valuation desktop application providing six comprehensive valuation methods (Capitalized Earnings, Capitalized Excess Earnings, DCF, Market Comps, Multiple of Discretionary Earnings, Net Present Value) with built-in market data, financial statement recasting worksheets, deal structuring tools, employee stock option valuation, and a Learning and Information Center; runs natively on Mac and Windows with no subscription required.
- ValuAdder Business Valuation Report Builder Professional report writing tool that generates formal, standards-compliant business appraisal reports; exports tables from ValuAdder for seamless import into the Report Builder to produce full formal reports from valuation analysis.
- ValuAdder Business Valuation Handbook Over 200-page electronic and printable reference book covering must-have business valuation information; included with ValuAdder and exportable as a print-ready PDF document.
- ValuAdder Engagement Letter Writer Tool for drafting engagement letters for business valuation engagements, helping professional advisors document the scope and terms of valuation assignments.
- ValuAdder Pro Package Bundled package containing multiple ValuAdder products for professional advisors seeking comprehensive valuation capabilities.
- ValuAdder All-In-One Package Complete package combining all ValuAdder products and tools — the full suite of business valuation software, report builder, handbook, and engagement letter writer.
Quantifiable outcome
- Saves thousands on database subscription fees through built-in market data
- +2 more outcomes
Companies that use ValuAdder
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
ValuAdder technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature9 records
ValuAdder partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
ValuAdder competitors and assessment
Company assessmentDirect peers
- Valutico: Cloud-native business valuation platform serving advisors and corporate finance teams with DCF, comparables, and multiples tools. Directly competes with ValuAdder on feature set and target customer but with a SaaS delivery model.
- Eqvista: Cap table management and business valuation platform for startups and advisors. Competes directly in the SMB valuation space with online delivery and subscription pricing.
- BizEquity: Online business valuation platform providing self-serve and advisor-facing valuation tools. Comparable in target market (business owners and advisors) and horizontal segmentation.
- FINTEL: Provides business valuation reports and benchmarking data for SMBs. Comparable target market of business owners and advisors seeking defensible valuation outputs.
Broad incumbents
- Kroll (formerly Duff & Phelps): Global valuation services firm serving enterprises and complex engagements. Overlaps with ValuAdder on valuation methodology standards but operates as a services firm rather than a software vendor.
- PitchBook: Private market data and valuation intelligence platform. Comparable on valuation data and multiples reference for M&A contexts, but serves institutional customers rather than individual advisors.
- Wolters Kluwer CCH Tagging / Valuation: Major tax, accounting, and compliance software provider with embedded valuation and appraisal content. Comparable in serving the professional advisor segment, but as part of a much broader portfolio.
- Abrigo (formerly Sageworks): Financial institution software platform offering credit analysis and business valuation tools. Comparable valuation analytics functionality for community banks and advisors, but with a different primary buyer profile.
- DealRoom: M&A lifecycle management platform that includes valuation, deal structuring, and due diligence tools. Overlaps with ValuAdder on deal structuring workflows targeting buyers and investors.
Emerging players
- Business Valuation Resources (BVR): Content, data, and software provider specializing in business valuation. Comparable standards-driven positioning (USPAP/AICPA SSVS) and serves the same professional advisor audience with database subscriptions that ValuAdder's built-in data competes against.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
ValuAdder social profiles
Digital presenceValuAdder compliance and trust
Trust signalCompliance2 records
ValuAdder financial estimates
Financial estimateRevenue estimate
Valuation estimate
ValuAdder leadership team
Management profileNumber of profiles
ValuAdder funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ValuAdder M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ValuAdder
What does ValuAdder do?
ValuAdder is a desktop business valuation software suite that performs valuations of privately owned businesses and professional practices using six standard methods (Capitalized Earnings, Capitalized Excess Earnings, DCF, Market Comps, Multiple of Discretionary Earnings, and NPV), bundled with built-in market multiples data, financial statement recasting worksheets, deal structuring tools, employee stock option valuation, and a 200+ page Business Valuation Handbook. The product is sold as a one-time perpetual license directly from the valuadder.com website for use on Mac, Windows, and Linux, and is targeted at CPAs, business brokers, appraisers, financial advisors, business owners preparing to sell, and buyers/investors evaluating acquisitions.
Is ValuAdder a public or private company?
ValuAdder is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ValuAdder founded?
ValuAdder was founded in 2004. It employs 11 to 50 people.
Where is ValuAdder based?
ValuAdder is headquartered in Lake Oswego, United States, in the North America region.
How does ValuAdder make money?
One revenue line is on record: software License Sales.
Who are ValuAdder's main competitors?
Direct peers on record are Valutico, Eqvista, BizEquity and FINTEL. Broad incumbents are Kroll (formerly Duff & Phelps), PitchBook, Wolters Kluwer CCH Tagging / Valuation, Abrigo (formerly Sageworks) and DealRoom. Business Valuation Resources (BVR) is listed as an emerging player.
Does ValuAdder have an API?
No public API is recorded for ValuAdder.
What industry is ValuAdder in?
ValuAdder's product category is Business Valuation Software. Its primary akta.pro industry code is BPAHANAL, Estate, Gift & Trust Valuation, with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 5132 and its SIC code is 6282.