Equitest review
A broad valuation toolkit with live data, scenario analysis, and credit-based monthly plans.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Equitest is a web-based business valuation and financial analysis platform for accountants, appraisers, investment bankers, business owners, and firms. It covers discounted cash flow, comparable companies, M&A transactions, and asset-based valuation, with reports available in PDF and DOCX. Its combination of valuation methods and scenario tools suits teams that need to examine assumptions alongside an estimate, rather than produce only a single-point valuation.
Scenario, sensitivity, and Monte Carlo analysis let users explore how changes in assumptions affect results. Equitest also lists live public-company and M&A data, plus AI-assisted checks for anomalies and cross-document consistency. Claude and ChatGPT are named integrations, and a Claude connector provides access to valuations and benchmarks. These capabilities make the platform a fit for teams that want modeling and report workflows in one place; buyers focused on appraisal-standard reporting requirements should compare its reporting approach with alternatives.
According to the vendor's pricing page, Starter costs $50 per month for 50 credits and up to 5 valuations monthly. Professional is $100 per month for 150 credits, up to 15 valuations, one teammate, and full M&A database access. Enterprise costs $300 per month and adds 500 credits, up to 50 valuations, unlimited teammates, included 409A reports, and priority support. A separate Expert Review costs $750 per report and includes a certified expert's review, written findings, a signed opinion letter, and a review call. Equitest has no free subscription plan, so teams should choose it if the paid tiers match their expected volume; occasional users or buyers needing more established appraisal-standard reporting detail may prefer another option.
Equitest pros and cons
- Where it wins
- Supports DCF, market multiples, M&A transactions, and asset-based valuation
- Includes scenario, sensitivity, and Monte Carlo analysis
- Exports automated reports as PDF and DOCX
- Where it doesn't
- Starter limits usage to 5 valuations per month
- Full M&A database access starts with the Professional plan
- Expert review costs $750 per report
Equitest fact sheet, pricing and score →
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