Corporate Value Metrics

What Corporate Value Metrics does

Corporate Value Metrics (CVM) is a private Westborough, Massachusetts-based software and advisory company founded in 2008 by Ken Sanginario. CVM developed and operates the Value Opportunity Profile® (VOP®), a cloud-based SaaS platform launched in 2014 after several years of field testing in collaboration with the U.S. Department of Commerce's Manufacturing Extension Partnership. The VOP assesses private mid-market businesses across eight functional areas (Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal), measures company-specific risk, calculates intrinsic value using 30+ years of M&A data and proprietary algorithms, and produces a prioritized roadmap (Protect/Enhance/Position) for value growth. The software is offered in three tiers (Essential for sub-$5M, Growth for $5M–$15M, Accelerator for $15M–$300M revenue companies), with industry-specific editions.

CVM generates revenue through three channels: SaaS licensing of the VOP to certified advisors and business owners (annual subscriptions with undisclosed pricing); the Certified Value Growth Advisor (CVGA) certification program, sold as live virtual cohort-based training at $6,495 (certification only) or $7,995 (certification plus 3-month group coaching and 90-day VOP access), accredited for 40 hours of NASBA CPE credit and accepted by the CFP Board; and in-house Value Growth Advisory Services delivered by CVM's own consulting team to mid-market business owners. Distribution is driven by a network of thousands of CVGA-certified advisors (CPAs, M&A advisors, exit planners, wealth managers, turnaround consultants) who act as a referral channel, complemented by content marketing, webinars, guest podcast appearances, and the Value Growth Community and Value Growth Podcast platforms.

The company operates as an independent LLC with 1–10 employees, no disclosed institutional funding, and a leadership team centered on founder and CEO Ken Sanginario (35+ years of turnaround, M&A, and valuation experience), supported by Margaret Hill (Director of Operations), John Lawlor (Director of Strategic Planning), and Vanessa McFarlane (Marketing Manager).

Name

Corporate Value Metrics

Legal name

Corporate Value Metrics, LLC

Website

https://corporatevalue.net

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Corporate Value Metrics (CVM) is a private Massachusetts-based SaaS company that operates the Value Opportunity Profile® (VOP®) cloud platform for assessing mid-market private business value, risk, and growth roadmaps, and sells the CVGA advisor certification and in-house advisory services to CPAs, M&A advisors, exit planners, and mid-market business owners.

Ownership category

akta.pro rank

Product category

Business Valuation Software

NAICS

Marketing Consulting Services (541613)

SIC

Finance Services (6199)

akta.pro primary industry

Business Valuation for Business Sales (FMV/Deal Support) (FSAEAIAE)

akta.pro secondary industry

Portfolio Valuation (PE/VC funds, LP reporting) (FSAEAHAH)

Keywords

• Business valuation software
• Value growth advisory
• M&A advisor certification
• Intrinsic value assessment
• Exit planning services

Headquarters

HQ city

Westborough

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. VOP Software Licensing: SaaS subscription licensing of the Value Opportunity Profile (VOP) software to certified advisors and business owners. Tiered by company size (Essential, Growth, Accelerator tiers). Sold via direct demo and consultation sales motion, with recurring subscription billing.
2. CVGA Certification Program: Intensive certification course for business advisors (CPAs, M&A advisors, exit planners, wealth managers). Tuition: $6,495 for certification only, or $7,995 for certification plus 3-month group coaching and 90-day VOP access. Offered as live virtual cohorts multiple times per year. Includes 40 hours of CPE credit.
3. Value Growth Advisory Services: In-house expert consulting services delivered by CVM's team of experienced advisors. These engagements use the VOP software to assess client companies, build value roadmaps, and guide implementation of improvement initiatives. Revenue is generated through professional services billing.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Corporate Value Metrics develops and sells the Value Opportunity Profile (VOP), a proprietary cloud-based SaaS platform that assesses business value across eight functional areas, measures company-specific risk, and calculates intrinsic valuation using 30+ years of M&A data. The company also delivers the Certified Value Growth Advisor (CVGA) certification program for business advisors and in-house Value Growth Advisory consulting services to mid-market private companies.

Product overview

Corporate Value Metrics offers a unified product-service ecosystem centered on the VOP (Value Opportunity Profile) proprietary cloud-based software platform, complemented by the CVGA certification program and advisory services. The VOP software is available in three tiers (Accelerator, Growth, and Essential) designed for companies at different revenue stages, and includes five integrated assessment modules: Overall Quality Profile, Risk Profile, Existing Business Value, Roadmap To Value, and Opportunity Profile. The CVGA certification program trains advisors on the VOP methodology, while Value Growth Advisory Services provides in-house consulting. Additional offerings include the Value Growth Community platform and the Value Growth Podcast.

Differentiator

Problem solved

Functional benefit

Brands

• VOP (Value Opportunity Profile): Proprietary software platform for assessing and increasing business value through analysis of 8 functional areas including Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal.
• CVGA (Certified Value Growth Advisor)
• Value Growth Podcast

Products and services

• VOP Software (Value Opportunity Profile) Proprietary cloud-based SaaS platform that assesses business value by analyzing eight functional areas (Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal), measures company-specific risk, calculates intrinsic value using 30+ years of M&A data and advanced algorithms, and generates a prioritized value-growth roadmap. Delivered in three scaled tiers (Essential for under $5M revenue companies, Growth for $5M–$15M, and Accelerator for $15M–$300M). Sold to certified business advisors and directly to mid-market private business owners.
• CVGA Certification Program (Certified Value Growth Advisor) Intensive certification course for business advisors (CPAs, M&A advisors, exit planners, wealth managers, business valuators, and turnaround consultants) that trains them on the VOP value-growth methodology across eight functional categories. Includes 40 hours of NASBA-accredited CPE credit, CFP Board acceptance, expert-led sessions, a live case study, an online examination, and one year of access to the Value Growth Community. Offered as certification-only ($6,495) or certification plus 3-month group coaching and 90-day VOP access ($7,995).
• Value Growth Advisory Services In-house expert consulting services delivered by CVM's team of experienced advisors, combining the VOP software with strategic advisory to help mid-market private business owners identify and execute opportunities to increase company value. Engagements cover holistic business assessment, company-specific risk reduction, intrinsic value calculation, and roadmap execution for value growth.

Quantifiable outcome

• Most private middle-market companies have an opportunity to double their values over a 3-5 year period through a disciplined approach to improving enterprise quality.
• +4 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• U.S. Department of Commerce — Manufacturing Extension Partnership (MEP)coreStrategic or Co-development Partner · 1 January 2014CVM conducted several years of intensive field testing of the VOP software on live companies in collaboration with the Manufacturing Extension Partnership, a U.S. Department of Commerce agency. This collaboration was critical to validating and refining the VOP assessment methodology before the 2014 commercial launch.
• NASBA (National Association of State Boards of Accountancy)coreOthersCorporate Value Metrics is a registered sponsor of continuing professional education (CPE) on NASBA's National Registry of CPE Sponsors. The CVGA program awards 40 hours of CPE credit, accepted by state boards of accountancy nationwide. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
• CFP Board (Certified Financial Planner Board of Standards)coreOthersCPE credits from the CVGA program are accepted by the CFP Board, enabling CFP professionals to maintain their credentials while learning the VOP value growth methodology.
• AICPA (American Institute of Certified Public Accountants)minorOthersCVM resources and content are featured/recognized by the AICPA, a major accounting industry body.
• NACVA (National Association of Certified Valuators and Analysts)minorOthersCVM resources and content are featured/recognized by NACVA, a professional organization for business valuators and forensic experts.
• Exit Planning Institute (EPI)minorOthersCVM resources and content are featured/recognized by the Exit Planning Institute, a professional organization for exit planning advisors.
• AM&AA (Alliance of Merger & Acquisition Advisors)minorOthersCVM resources are featured/recognized by AM&AA, the professional organization for M&A advisors. Founder Michael Nall, a CVGA instructor, also founded AM&AA.
• CPALI (CPA Leadership Institute)minorOthersCVM resources are featured/recognized by CPALI, the CPA Leadership Institute.
• ArkonaminorOthersRyan Tansom of Arkona appears in CVM testimonials sharing how the VOP provides objective steps to define and increase a company's value.
• International Exit Planning Association (IEPA) / John LeonetticoreOthersJohn Leonetti, CEO of the International Exit Planning Association, serves as a CVGA instructor. IEPA facilitates the Certified Business Exit Consultant (CBEC) designation. This connection enables cross-referral between the IEPA ecosystem and the CVGA program.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Kroll (formerly Duff & Phelps): Kroll is a global valuation, M&A advisory, and corporate finance firm offering institutional-grade business valuation services; it operates at much larger scale in the same intrinsic valuation space that VOP addresses with software.

Direct peers

• BizEquity: BizEquity provides online business valuation software aimed at business owners and their advisors, with comparable pricing models and a focus on SMBs — overlapping directly with VOP's private mid-market valuation workflow.
• The Value Builder System: The Value Builder System is a SaaS platform and advisor certification program (built around John Warrillow's methodology) that helps advisors and SMB owners assess and grow the value of private companies — the closest direct analogue to CVM's VOP + CVGA combination in the lower-middle-market value growth niche.
• Exit Planning Institute (EPI): EPI delivers the Certified Exit Planning Advisor (CEPA) credential and trains advisors serving private business owners on value growth and exit readiness — a sister certification ecosystem that frequently co-markets with CVM and competes for the same advisor audience.
• John Lively Associates / Valuation Advisors LLC: A mid-sized private-company valuation, M&A advisory, and value-growth consulting firm serving the same lower-middle-market segment as CVM, often competing for advisory engagements with overlap on intrinsic-value methodologies.

Emerging players

• ProfitCents (Suntell/ProfitStars): ProfitCents provides industry benchmarking and business valuation tools marketed through banks to private business owners — a peer in the SMB benchmarking and valuation software category, distributed primarily through financial institutions.
• Abrigo (formerly Sageworks): Abrigo provides financial benchmarking, analytics, and risk software to community banks and their SMB clients — overlapping with VOP in financial benchmarking and analytics for private middle-market businesses.
• EquityNet: EquityNet operates a private-company valuation and equity-crowdfunding platform serving SMBs and their advisors — comparable in audience and offering category to VOP, though focused on equity access rather than value growth methodology.

Regional players

• ROI Cube: ROI Cube is a value-growth advisory firm led by George Raftopoulos that uses CVM's CVGA-certified methodology in its practice — a competitor channel that also serves as a customer testimonial, illustrating the close overlap between independent value-growth advisor practices and CVM's CVGA-certified network.

Others

• NACVA (National Association of Certified Valuators and Analysts): NACVA is the dominant credentialing body for business valuators in the U.S., providing the CVA designation and standards that shape the same advisor audience CVM targets through CVGA — a key ecosystem participant that overlaps with but does not directly compete against CVGA.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/corporate-value-metrics-llc
• Xx.com/vop4value

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Corporate Value Metrics