EZvaluation Pro
EZvaluation Pro: A focused valuation tool for small firms that need editable excess-earnings reports. Ranked #35 of 35 in Business Valuation Software by our editors (5.3/10); pricing: Paid; best for small firms preparing excess-earnings reports.
At a glance
- Editor score5.3 / 10
- PricingPaid
- Best forSmall firms preparing excess-earnings reports
- Free planNo
- DCF modelNo
- Facts checked14 Nov 2026
Where it wins
- Supports weighting one, two or three historical years
- Allows cash-to-accrual and partial-year adjustments
- Generates PDF and editable Microsoft Word reports
Where it doesn't
- Limited to the excess-earnings valuation method
- Does not support DCF, market-multiple or asset-based methods
- Subscription plans cap printed reports at 25 per month
Our verdict on EZvaluation Pro
EZvaluation Pro is a web-based valuation calculator for small and mid-size businesses. It is aimed at accountants, loan officers, financial planners, business buyers, brokers and owners who are familiar with financial statements and need a business valuation report. Its valuation approach is the excess-earnings method, with support for company financial and non-financial factors such as growth projections, industry and trends. The product is a fit for firms seeking this specific approach rather than a broad set of valuation models.
The workflow centers on entering company information and adjusting assumptions. Users can weight one, two or three historical years, make cash-to-accrual and partial-year adjustments, and edit data across multiple sessions. What-if editing supports trying alternative assumptions. The resulting reports are 13 pages and can be generated as PDFs or Microsoft Word files, with the Word version available for editing. This makes the product particularly relevant when a firm needs a structured report it can adapt, rather than only a calculated figure.
EZvaluation Pro is offered through monthly, quarterly and semi-annual subscriptions, each with unlimited software access during the subscription and up to 25 printed reports per month; a six-week non-recurring option is also listed. It is web-based, and phone support is available. Its narrow method coverage is the key trade-off: the supplied specifications exclude DCF, market-multiple and asset-based valuation. Small firms that rely on excess earnings and need report editing may find the scope suitable; buyers comparing several valuation methodologies should consider software that covers those approaches.
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EZvaluation Pro pricing
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EZvaluation Pro fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| DCF model | No |
| Market-multiple method | No |
| Asset-based method | No |
| Scenario analysis | Yes |
| Report export | Yes |
| Historical years | 3 years |
| Deployment | Web |
| Deployment | Cloud |
| Platforms | Web |
| Support | Phone |
| Built for | Small business, Mid-market (editorial estimate) |
| Pricing | Paid (source) |
| Website | ezvaluation.com |
| Facts checked | 14 Nov 2026 |
Alternatives to EZvaluation Pro
- ValuticoBroad valuation methods, forecasting, scenarios, and audit trails, with pricing handled through sales.8.9
- Carta 409A ValuationsA focused 409A workflow for companies already managing equity in Carta.7.9
- ValuSourceA standards-oriented valuation suite with DCF analysis, valuation data, and report writing.7.9
See all EZvaluation Pro alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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