You only hear the operator’s story
Without your own analysis, “we’re doing fine” is impossible to verify. A grounded range changes the conversation.
For LLC members, S-corp shareholders & equity partners
Know what your equity is worth—not a guess from last year’s conversation
Upload P&Ls, balance sheets, tax returns, and the documents you already receive as an owner. InstaWorth’s AI agents plus a vetted CPA deliver a transparent fair-market range—often in under an hour—for $499–$799, not five figures.
Trusted by 1,000+ businesses · CPA-reviewed · Encrypted vault
Illustrative only
Your slice of the pie
Move the sliders—or tap a preset—to see how enterprise value and ownership percentage combine. This is simple math, not a valuation.
Implied value of your stake
$600,000
15% × $4,000,000 enterprise value
Ownership15%
Enterprise value (illustrative)$4,000,000
Real valuations depend on normalized earnings, industry multiples, balance sheet adjustments, and CPA judgment—not this calculator.
Ready for a real number?
Sign up free—pay only after your CPA review is complete.
Holding equity without clarity is expensive
You’re entitled to rigor—not vibes—when the stakes are real.
Handshake numbers don’t hold up
Informal buyout offers and legacy agreements rarely reflect today’s earnings, debt, or market multiples.
High-stakes moments need backup
Buyouts, estate work, divorce, or a secondary sale all go smoother when you can point to methodology—not a hunch.
Bring the files you already have
Don’t let perfect be the enemy of started—we’ll tell you what would tighten the range.
Profit & loss
Trailing twelve months and prior years if you have them.
Balance sheet
Assets, liabilities, and equity snapshots.
Tax returns
Business returns anchor earnings and normalization.
Bank statements
Cash flow reality check alongside the statements.
K-1s & cap table docs
Ownership proof and pass-through detail when available.
Management reports
Internal dashboards or CPA-prepared summaries count too.
Three steps to clarity
Same powerful workflow owners use—tuned for how equity holders think about risk and outcomes.
1
Sign up & build the business profile
Create the company profile the same way an owner would. You’ll upload what you have access to—K-1s, member statements, tax filings, and more.
2
Upload financials to the secure vault
P&Ls, balance sheets, tax returns, bank statements—our platform guides you. Partial records still help; more detail tightens the range.
3
Get a CPA-reviewed valuation range
AI agents analyze your data fast; a vetted CPA reviews the work. You see methodology, assumptions, and a defensible fair-market range—then map it to your ownership percentage.
Independent & reviewable
Built for people who need to trust the process—not just the headline
- CPA-reviewed deliverables—not a black-box PDF
- Encrypted document vault with permissioned access
- Transcribed CPA video review and activity trail in the report
- Most valuations completed in under an hour after data is in
“The buyer’s number felt off. I uploaded our K-1s and three years of statements, got a CPA-reviewed range the same day, and finally had language I could use with counsel—without waiting months for a traditional appraisal.”
When equity holders call us
If your situation touches money, family, or a future exit, you deserve documentation—not déjà vu.
Partner or member buyout
Negotiate a repurchase or redemption with an independent range—not just the last number someone remembered.
Estate & succession
Executors and beneficiaries need clarity on illiquid equity without waiting months for a traditional appraisal.
Divorce & equitable division
A documented, reviewable process beats dueling spreadsheets when equity is disputed.
Secondary interest or exit
If you might sell a slice or step away, know what the business could support before you sign anything.
Questions equity holders ask
Straight answers before you upload a single PDF.
Your stake deserves a number you can defend
Sign up in minutes. Free to start—pay only after your CPA review.