EZvaluation Pro review
A focused valuation tool for small firms that need editable excess-earnings reports.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
EZvaluation Pro pros and cons
- 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
EZvaluation Pro fact sheet, pricing and score →
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