Business Valuation Resources

What Business Valuation Resources does

Business Valuation Resources (BVR) is a privately held Portland, Oregon-based information services company that provides subscription-based business valuation intelligence to professional users including business appraisers, attorneys, M&A advisors, private equity professionals, wealth managers, auditors, and business owners. Founded in 1995 (with LLC incorporation documented in 2003) and operating with 11-50 employees, BVR has positioned itself for over two decades as a primary source of defensible valuation data, analysis, and expert commentary used in both boardroom and courtroom contexts.

The company's product portfolio centers on proprietary transaction and market databases — DealStats, BIZCOMPS, the Valuation Benchmarking Platform, Guideline Public Company Comps Tool, Cost of Capital Professional, and the ktMINE Royalty Rate Database — supplemented by industry research (BizMiner, First Research, RCReports, Vertical IQ), legal publications (BVLaw, Business Valuation Update), and a Training Passport Pro program offering CPE-credit-bearing live and on-demand courses. Its most recent technology investment is RADA (Research and Data Agent), an AI-powered natural language research assistant integrated into DealStats and BVResearch Pro that supports saved research threads. Productivity tools such as the Value Analytics Excel Add-In and Nambri TaxXL embed BVR data into practitioner workflows.

BVR monetizes through five distinct revenue streams: recurring annual or multi-year data subscriptions, one-time publication and guide sales, subscription training and events (live webinars, on-demand e-learning), free and paid newsletters/ezines (BVWire, BVLaw Alert, DealStats Value Index Digest) that feed the funnel, and OEM/data licensing to third parties including FactSet for the annual FactSet Review. Go-to-market combines direct website sales, field sales walkthroughs for enterprise clients, an inside sales team, and event-driven acquisition through webinars and conferences. Geographic focus is North America, with nascent content coverage of global business valuation.

Name

Business Valuation Resources

Legal name

Business Valuation Resources, LLC

Website

https://businessvaluationresources.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Business Valuation Resources (BVR) provides subscription-based business valuation intelligence — proprietary transaction databases (DealStats, BIZCOMPS), benchmarking tools, an AI research assistant (RADA), industry research, and CPE-bearing training — serving business appraisers, attorneys, M&A advisors, and other financial professionals across North America.

Ownership category

akta.pro rank

Product category

Business Valuation Intelligence & Financial Data Analytics

NAICS

Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Custom Computer Programming Services (541511)

SIC

Investment Advice (6282), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Business Valuation (Private Company & Enterprise) (FSAEAHAA)

akta.pro secondary industries

Business Valuation (Private Companies & Equity Interests) (BPAHANAA), Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB), Portfolio Valuation (PE/VC funds, LP reporting) (FSAEAHAH), Intangible Asset Valuation (IP, Brand, Customer, Technology) (BPAHANAB)

Keywords

• Business valuation data
• M&A transaction database
• Valuation benchmarking tools
• Financial training CPE
• Valuation research platform

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Subscription Data Licenses: Annual or multi-year subscriptions to access proprietary databases including DealStats, BIZCOMPS, Guideline Public Company Comps, Cost of Capital Professional, and other data platforms. Customers pay recurring fees for platform access and data licensing.
2. Publication Sales: Sale of valuation guides, reference books, and industry publications including the FactSet Review annual publication and Business Reference Guide Online.
3. Training and Events: Revenue from training programs including Training Passport Pro, live webinars, on-demand courses (e.g., Valuation of FLPs and LLCs, Excel for Valuation, Monte Carlo Simulations), and CPE credit-bearing events.
4. Newsletter/Ezine Subscriptions: Free and paid ezines including BVWire, BVLaw Alert, and DealStats Value Index Digest providing industry news and updates.
5. Data Licensing for Third Parties: Licensing of BVR's deal and market data to third parties including platforms like FactSet and other data aggregators.

Go-to-market motion3 records

Distribution channels5 records

Marketing channels11 records

Core offering

Business Valuation Resources (BVR) operates a SaaS-based valuation intelligence platform providing proprietary deal and market data, business valuation research, and productivity tools for business valuation professionals. Core offerings include transaction databases (DealStats, BIZCOMPS), the Valuation Benchmarking Platform, the Guideline Public Company Comps Tool, the AI-powered Research and Data Assistant (RADA), cost of capital calculators, industry research databases, and professional training programs with CPE credits.

Product overview

Business Valuation Resources (BVR) operates as a comprehensive business valuation intelligence platform offering a portfolio of interconnected products across deal and market data, news and research, training, and productivity tools. The core data products include DealStats (transaction database), BIZCOMPS, Valuation Benchmarking Platform, and Guideline Public Company Comps Tool. BVR's AI-powered Research and Data Agent (RADA) integrates across multiple platforms including DealStats and BVResearch Pro to enable natural language querying of valuation data. The company provides specialized databases including Bizminer, First Research Industry Profiles, ktMINE Royalty Rate Database, and FactSet Review for comprehensive valuation analysis. Training offerings include Training Passport Pro, webinars, and e-Learning courses. Productivity tools include Value Analytics Excel Add-In and Nambri TaxXL. News and research products include Business Valuation Update and BVLaw publication.

Differentiator

Problem solved

Functional benefit

Brands

• DealStats: Transaction data platform providing private company deal information and benchmarking tools.
• BIZCOMPS
• BVResearch Pro
• BVWire
• BVLaw
• RADA
• Training Passport Pro

Products and services

• DealStats Comprehensive transaction database containing private company M&A deal data for benchmarking and valuation analysis, featuring the RADA (Research and Data Agent) integration for enhanced querying capabilities. Designed for business appraisers and valuation professionals.
• BIZCOMPS Private company transaction database providing comparable business sale data for valuation professionals performing market approach valuations.
• Valuation Benchmarking Platform Cloud-based platform enabling valuation professionals to benchmark business values against industry transaction data for market-based valuation engagements.
• Guideline Public Company Comps Tool Tool for identifying and analyzing comparable public company data to support market-based valuation approaches by business appraisers.
• Cost of Capital Professional Professional tool for calculating and analyzing cost of capital, beta calculations, and risk premium data for valuation engagements.
• Research and Data Agent (RADA) AI-powered research assistant enabling natural language querying across BVR's deal databases, news sources, and valuation research materials, with Saved Threads functionality for organizing research workflows.
• BVResearch Pro Digital library platform providing access to valuation research, publications, and the RADA saved threads feature for organizing research workflows for valuation professionals.
• Training Passport Pro Subscription training program providing access to live events, webinars, CPE credits, and on-demand training content for valuation professionals.
• FactSet Review Annual publication providing comprehensive analysis of control premiums and valuation data from FactSet, covering acquisition premiums paid for public companies.
• Business Valuation Update News publication covering developments in the business valuation profession including case law, standards, and industry trends.
• BVLaw Legal-focused publication covering case law, expert testimony, and legal developments affecting business valuation practice for attorneys and valuation experts.
• Business Reference Guide Online Online reference guide providing valuation multiples, guidelines, and benchmarking data for various business types and industries.
• Bizminer Industry financial ratio database and benchmarking tool providing access to industry metrics for over 16,000 lines of business.
• First Research Industry Profiles Industry and state/province profiles providing critical information on industry trends, metrics, and competitive landscape for valuation analysis.
• ktMINE Royalty Rate Database Database of royalty rates for intellectual property licensing, supporting royalty rate analysis in valuation engagements.

Quantifiable outcome

• Over two decades of trusted business valuation intelligence used in boardroom and courtroom settings

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature5 records

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• S&P Global Market Intelligence: Broad financial data and analytics platform providing public comps, transaction data, and valuation tooling to investment professionals. Overlaps with BVR's Guideline Public Company Comps and benchmarking products at the enterprise buyer.
• PitchBook: PE, VC, and M&A data platform used by the same advisors, bankers, and PE professionals BVR targets. Comparable as a subscription data platform, though it competes more on private-deal sourcing than BV-specific intelligence.
• Houlihan Lokey: Global investment bank with deep valuation and financial-advisory practices serving M&A, fairness opinions, and disputes. Competes for the same attorney and advisor buyer wallet, but as a service provider rather than data publisher.
• FactSet: Major financial data platform that both partners with BVR (distributing FactSet Review control-premium data) and competes in adjacent data and analytics products for valuation, M&A, and PE workflows.
• Stout: Global advisory firm with a substantial valuation practice serving legal, M&A, and financial-reporting use cases. Targets the same attorney and appraiser buyer personas as BVR but with a service-led rather than data-led model.
• Duff & Phelps (Kroll): Large global valuation, disputes, and financial advisory firm operating a dedicated business valuation practice. Comparable as the dominant incumbent in the same BV profession BVR serves, though it delivers valuation services rather than data subscriptions.

Emerging players

• BizMiner: Industry financial ratios and benchmarking database distributed through BVR's marketplace. Comparable as a niche subscription dataset for valuation professionals but with a narrower industry-analytics focus.
• Vertical IQ: Industry intelligence platform sold into the same professional-services buyer set (accountants, advisors, appraisers). Comparable as an add-on data subscription targeting valuation-adjacent workflows.

Direct peers

• ktMINE: Niche royalty rate and intangible asset data provider that also resells through BVR's marketplace. Directly comparable as a focused BV data subscription business serving the same professional appraisers and IP valuation use cases.
• Mercer Capital: Independent business valuation and financial advisory firm that also publishes industry research and benchmarking content for valuation professionals. Closest direct competitor in combining valuation services with proprietary data/research products for the BV profession.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bvresources
• LinkedInlinkedin.com/company/business-valuation-resources-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Business Valuation Resources