PARTNER PROGRAM
Partner with Worthli
Give your clients better insight into business value
Add Worthli to your advisory toolkit
OVERVIEW
For M&A practices, accountants and other professional advisers, Worthli can become part of the client relationship long before a transaction takes place.
Help clients understand what their business may be worth today, identify the factors affecting value and start addressing the issues that could influence a future transaction.
Your expertise. Our intelligence. Better conversations about business value.
Built for professional advisers
Worthli is designed to work alongside your existing expertise and client relationships. You remain the adviser; Worthli provides the technology, data and intelligence that supports your advice.
White-label reporting & dashboards
Present Worthli’s valuation insights under your own brand. Our white-label dashboards and reports allow you to deliver a consistent, professional experience without exposing the underlying Worthli platform.
Manage all your clients in one place
Our multi-tenant partner dashboard gives you a central view of your clients and their valuations. Manage multiple businesses, review progress and access reports from a single platform.
Let clients do the groundwork
Send your client a simple link and let them enter the information they already have. Worthli guides them through the data collection process, reducing the administrative burden on your team and giving you a structured dataset to work from.
Partner pricing
Access preferential pricing designed specifically for professional advisers. Build Worthli into your existing services or offer it as an additional value-added service to your clients.
Save time on valuations
Building a comprehensive business valuation can be time-consuming. Worthli gives you a sophisticated starting point, allowing you to spend less time gathering and processing information and more time applying your professional judgement.
Launch Today
Ready to offer more to your clients?
Partner with Worthli and bring intelligent business valuation and M&A insight to your clients.
Explore our partner programme, including white-label reporting, multi-client dashboards, partner pricing and a faster way to deliver sophisticated valuation insight.