TalliedPro · For Advisors
Maximize the value of your time and help more SMBs.
Meet with paid prospects who provide financials upfront and save time with AI-powered valuation tools.
Why advisors join TalliedPro
More time advising. Less time on everything else.
Consultations that are worth your time
Every SMB owner who requests a TalliedConsult has already provided preliminary financial information and is willing to pay for your time.
Show up prepared, not starting from scratch
Every client comes with a completed financial profile and Sellability Score. You walk in knowing exactly what to discuss — no blank-slate discovery calls.
Complete valuations in 3–5 hours, not 30
TalliedPro automates document collection, financial normalization, and valuation drafting — so you spend your time on professional judgment, not data entry.
IRS and court-defensible output
Workpapers are structured so a CVA, ASA, or ABV can review and defend every step — for gift tax, estate, divorce, or shareholder dispute engagements.
See TalliedPro in action
Your profile. Your pipeline. Your call.
SMB owners browse TalliedPro advisors and request consultations. You decide who to meet with — no cold outreach, no chasing leads.
Ready to spend more time on the work you love?
Join the TalliedPro waitlist and be first to access the platform.