MoneySoft Business Valuation Specialist review

Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

MoneySoft Business Valuation Specialist is Windows software for professional appraisers, valuators, CPAs, business advisors, and educators assessing privately held businesses. Its workflow brings asset, income, and market approaches into one desktop application, then lets users reconcile and weight valuation indications into a conclusion of value. That breadth suits practitioners who need to compare methods rather than rely on a single model, especially when working through extended financial histories.

Financial analysis is a notable strength: users can normalize as many as ten years of historical statements and project linked statements for up to ten years. The software supports discounted cash flow, discounted future earnings, capitalization methods, net asset value, liquidation value, transaction data, and guideline public-company methods. Excel and CSV imports provide ways to bring in financial data, while DealStats, Done Deals, and BIZCOMPS are among its listed integrations. This is a focused fit for valuation work, not a general-purpose business finance suite.

Reports are editable in Microsoft Word, which can help practitioners adapt appraisal output to their reporting needs. The product is installed locally and can also run remotely through Windows Remote Desktop Server, Terminal Server, or Citrix Server. According to the published plans, the One-Year Subscription costs $795 per user per year for a single-user subscription; Auto Renewals are $595 per user per year. Choose BVS if desktop Windows access, multiple valuation methods, and long-range normalization and projections are central to the work. It is less suitable for teams that need a non-Windows application or prefer a broader cloud-based platform.

MoneySoft Business Valuation Specialist pros and cons

• Where it wins
  • Supports asset, income, and market valuation approaches
  • Normalizes and projects linked financial statements for up to ten years
  • Creates editable Microsoft Word valuation reports
• Where it doesn't
  • Windows-only desktop software
  • Annual pricing starts at $595 per user
  • May be too specialized for businesses seeking broader valuation workflows

MoneySoft Business Valuation Specialist fact sheet, pricing and score →

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Last updated 14 Nov 2026 · How we research and update