Best Equitest Alternatives in 2026
The top Equitest alternatives are Valutico, Carta 409A Valuations and ValuSource: 15 business valuation software our editors would look at instead of Equitest, in our ranking order.
Equitest: A broad valuation toolkit with live data, scenario analysis, and credit-based monthly plans. Where it falls short: starter limits usage to 5 valuations per month.
Switching from Equitest? For most business valuation software buyers the best Equitest alternative is Valutico, built for valuation teams needing broad methods and audit trails. On a budget, Valid Value starts at $33/user/mo, against $50/mo for Equitest. Equidam has a free plan, which Equitest does not. MoneySoft Business Valuation Specialist offers the most historical years (10 years).
Why People Look for an Equitest Alternative
- Starter limits usage to 5 valuations per month
- Full M&A database access starts with the Professional plan
- Expert review costs $750 per report
- No free plan — 2 of the alternatives below have it
- Paid from $50/mo — Valid Value is $33/mo
Quick Picks by What You Need
- Best overallValutico8.9
Valuation teams needing broad methods and audit trails
Visit Valutico - Lowest priceValid Value7.3
Paid plans from $33/user/mo
Visit Valid Value - Best free optionEquidam7.5
Has a free plan (Equitest has none)
Visit Equidam - Most historical yearsMoneySoft Business Valuation Specialist7.9
10 years
Visit MoneySoft Business Valuation Specialist
All 15 Equitest Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
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Best forValuation teams needing broad methods and audit trails
- Better than Equitest:
- Editor score 8.9 vs 7.9
Broad valuation methods, forecasting, scenarios, and audit trails, with pricing handled through sales.
- Scenario analysis
8.9/10★★★★☆Visit Valutico -
Best forCarta users needing a 409A valuation workflow
A focused 409A workflow for companies already managing equity in Carta.
- Report export
7.9/10★★★★☆Visit Carta -
Best forAppraisers preparing standards-based valuation reports
A standards-oriented valuation suite with DCF analysis, valuation data, and report writing.
- Asset-based method
- DCF model
- Market-multiple method
7.9/10★★★★☆Visit ValuSource -
Best forAppraisers modeling up to ten years of financials
A desktop valuation toolkit for appraisers modeling long financial histories.
- Asset-based method
- DCF model
- Market-multiple method
7.9/10★★★★☆Visit MoneySoft -
Best forSmall firms wanting a one-time desktop purchase
A desktop valuation toolkit with multiple methods and a separate report-builder option.
- Asset-based method
- Scenario analysis
- DCF model
7.9/10★★★★☆Visit ValuAdder -
Best forSmall-business advisors testing sale scenarios
Seven valuation methods, scenario modeling, and PDF reports for $149 per month.
- Asset-based method
- Scenario analysis
- DCF model
7.9/10★★★★☆Visit ExitSight -
Best forValuation practitioners needing forecasts and review
A per-valuation web workspace for modeling business value and preparing reports.
- Asset-based method
- Scenario analysis
- DCF model
7.9/10★★★★☆Visit site -
Best forAdvisors valuing SMBs and planning exits
Valuation methods, financial-document extraction and exit planning for advisor-led SMB work.
- Asset-based method
- DCF model
- Market-multiple method
7.8/10★★★★☆Visit BizEquity -
Best forTeams needing DCF, diligence, and sensitivity analysis
iValuate pairs valuation methods and sensitivity analysis with auditable Excel and PDF outputs.
- Asset-based method
- Scenario analysis
- DCF model
7.7/10★★★★☆Visit iValuate -
Best forEquity valuation teams needing detailed audit documentation
Detailed valuation and equity-allocation methods for teams that need traceable workpapers.
- Scenario analysis
- DCF model
- Market-multiple method
7.6/10★★★★☆Visit Zimbs Valetex -
Best forStartups wanting a free weighted valuation to begin
- Better than Equitest:
- Free plan
A startup-focused valuation tool with a free weighted model and paid reporting options.
- Scenario analysis
- DCF model
- Market-multiple method
7.5/10★★★★☆Visit Equidam -
Best forAcquisition teams valuing targets and managing diligence
- Better than Equitest:
- Free plan
Valuation methods, diligence workflows, and report exports for private-company deals.
- Asset-based method
- Scenario analysis
- DCF model
7.4/10★★★★☆Visit Value Alpha -
Best forExcel-centered analysts needing flexible valuation models
- Better than Equitest:
- Paid from: $33/mo vs $50/mo
Flexible Excel valuation models with linked Word and PowerPoint reporting.
- Asset-based method
- DCF model
- Market-multiple method
7.3/10★★★★☆Visit Valid Value -
Best forValuation practices needing client and team workflows
Covers three valuation approaches and report exports, with annual plans starting at $1,990.
- Asset-based method
- DCF model
- Market-multiple method
7.2/10★★★★☆Visit site -
Best forSolo brokers preparing small-business value opinions
A focused Windows valuation workflow with optional comparable data and Word reports.
- DCF model
- Market-multiple method
- Report export
7.1/10★★★★☆Visit ValuSource
Equitest Alternatives: Common Questions
What is the best alternative to Equitest?
Valutico: #1 in our Business Valuation Software ranking, with an editor score of 8.9 out of 10. Broad valuation methods, forecasting, scenarios, and audit trails, with pricing handled through sales.
Is there a free alternative to Equitest?
Yes. Equidam and Value Alpha have a free plan or a free tier.
What is the cheapest paid alternative to Equitest?
Of the alternatives here that publish a price, Valid Value starts lowest, at $33/user/mo.
Why do people look for Equitest alternatives?
Starter limits usage to 5 valuations per month; Full M&A database access starts with the Professional plan; Expert review costs $750 per report.
Which Equitest alternative has the most historical years?
MoneySoft Business Valuation Specialist, with 10 years.
How do I switch from Equitest?
Export your data from Equitest (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Equitest.
How to Switch from Equitest
- Export your data from Equitest (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Equitest.
Equitest vs Each Alternative
| # | Tool | Free plan | Paid from | DCF model | Market-multiple method | Asset-based method | Scenario analysis | Report export | Score |
|---|---|---|---|---|---|---|---|---|---|
| 5 | Equitest | No | $50/mo | Yes | Yes | Yes | Yes | Yes | 7.9 |
| 1 | Valutico | No | Yes | 8.9 | |||||
| 2 | Carta 409A Valuations | No | Yes | 7.9 | |||||
| 3 | ValuSource | No | $1,465/yr | Yes | Yes | Yes | Yes | 7.9 | |
| 4 | MoneySoft Business Valuation Specialist | No | $795/user/yr | Yes | Yes | Yes | Yes | 7.9 | |
| 5 | ValuAdder | No | $280/mo | Yes | Yes | Yes | Yes | Yes | 7.9 |
| 6 | ExitSight | No | $1,490/yr | Yes | Yes | Yes | Yes | Yes | 7.9 |
| 7 | Valuation Ultimate | No | $70/unit one-time | Yes | Yes | Yes | Yes | Yes | 7.9 |
| 8 | BizEquity | Yes | Yes | Yes | Yes | 7.8 | |||
| 9 | iValuate | No | €199/unit one-time | Yes | Yes | Yes | Yes | Yes | 7.7 |
| 10 | Zimbs Valetex | No | Yes | Yes | Yes | Yes | 7.6 | ||
| 11 | Equidam | Yes | Yes | Yes | Yes | Yes | 7.5 | ||
| 12 | Value Alpha | Yes | $416/mo | Yes | Yes | Yes | Yes | Yes | 7.4 |
| 13 | Valid Value | No | $33/user/mo | Yes | Yes | Yes | Yes | 7.3 | |
| 14 | BusinessAppraisal | No | $1,990/yr | Yes | Yes | Yes | Yes | 7.2 | |
| 15 | Business Evaluation Systems | No | $575/user/yr | Yes | Yes | Yes | 7.1 |
Head-to-Head
- Equitest vs Valutico
- Equitest vs Carta 409A Valuations
- Equitest vs ValuSource
- Equitest vs MoneySoft Business Valuation Specialist
- Equitest vs ValuAdder
- Equitest vs ExitSight
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Last updated · How we research and update