ValuSource
ValuSource: A standards-oriented valuation suite with DCF analysis, valuation data, and report writing. Ranked #3 of 35 in Business Valuation Software by our editors (7.9/10); pricing: Paid; best for appraisers preparing standards-based valuation reports.
At a glance
- Editor score7.9 / 10
- PricingPaid
- Best forAppraisers preparing standards-based valuation reports
- Free planNo
- Paid from$1,465/yr
- DCF modelYes
- Facts checked14 Nov 2026
Where it wins
- Combines DCF, market-comparable, and asset-based valuation methods.
- Report Writer supports SSVS, USPAP, and NACVA standards.
- International version formats financial statements according to IFRS.
Where it doesn't
- The $135 monthly price requires an annual commitment.
- The desktop valuation software is installed on Windows computers.
- Titanium costs $465 per month, substantially more than the base subscription.
Our verdict on ValuSource
ValuSource is a suite of business valuation applications and supporting data aimed at professional valuators, accountants, and financial professionals. It brings valuation analysis and report preparation together, with ValuSource Pro offering detailed discounted-cash-flow analysis and the Report Writer supporting SSVS, USPAP, and NACVA standards. This combination suits appraisers who need structured methods and standards-oriented reports; business owners seeking a simpler market-based estimate may be better served by the separate online product ValuSource describes for that audience.
The subscription includes ValuSource Pro, its international version, Business Valuation Manager Pro, Express Business Valuation, and Business Valuation Report Writer. According to the vendor's pricing, the monthly subscription is $135 per month and requires an annual commitment; the annual option is $1,465 per year. The subscription with Titanium costs $465 per month or $5,120 per year and adds Titanium to the included software. The higher tier is relevant to buyers who specifically need that addition, while the base subscription already spans analysis and report-writing tools. A 30-day refund period is also specified.
The suite's methods and data are its defining fit: market-comparable information includes transaction details and financial fields, and BVDataWorld integration makes valuation data accessible within analysis. Business Valuation Manager Pro includes NACVA's Risk Rate Component Model and benefit-stream statistical analysis. Microsoft Excel and Word integrations support an existing office-document workflow. Deployment varies by product: Windows desktop software is documented alongside web products, so buyers should match the specific application to their preferred environment. ValuSource is a strong fit for professional appraisers needing multiple valuation approaches and standards-based reports, but less suitable for someone wanting a low-commitment monthly plan or a desktop environment outside Windows.
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ValuSource pricing
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ValuSource fact sheet
| Free plan | No |
|---|---|
| Paid from | $1,465/yr |
| DCF model | Yes |
| Market-multiple method | Yes |
| Asset-based method | Yes |
| Scenario analysis | Not verified |
| Report export | Yes |
| Historical years | Not verified |
| Deployment | Web_desktop |
| Money-back guarantee | 30 days |
| Deployment | Cloud, Desktop |
| Platforms | Windows, Web |
| Support | Phone, Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: BVDataWorld, Microsoft Excel, Microsoft Word |
| Pricing | Paid (source) |
| Website | valusource.com |
| Facts checked | 14 Nov 2026 |
ValuSource integrations
ValuSource lists 3 integrations on its own site.
- BVDataWorld
- Microsoft Excel
- Microsoft Word
Alternatives to ValuSource
- 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
- MoneySoft Business Valuation SpecialistA desktop valuation toolkit for appraisers modeling long financial histories.7.9
See all ValuSource alternatives →
ValuSource vs the competition
- ValuSource vs Valutico
- ValuSource vs Carta 409A Valuations
- ValuSource vs MoneySoft Business Valuation Specialist
- ValuSource vs Equitest
- ValuSource vs ValuAdder
- ValuSource vs ExitSight
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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