How SME Baseline works
Four steps, and a full working shown at every one of them.
You run the whole thing inside your own login. Your client is never the paying party and never signs in — they get a single-use link, answer a short questionnaire, and it's you who reviews, runs the model, and delivers the report.
Set up the client
Enter client details, upload financials, choose the report tier, set your commission, and pay. This is done from your own workspace — you never work inside your client's login.
Questionnaire
Your client gets a single-use link by email — no account, no password. A category-aware questionnaire takes about 25 minutes and autosaves as they go, so it can be finished in more than one sitting.
Review and value
Work through what's flagged — owner-asserted add-backs, low-confidence figures, anything that needs a second look — then run the calibrated model against the reviewed inputs.
Deliver
A co-branded report goes to your client showing the range and the full working behind it — size band, industry modifier, quality-score positioning, and every adjustment graded by how it was reached.
The deliverable
A report, ready to hand to your client.
You download it straight from the workspace once a case is run — a co-branded PDF carrying your firm's details, ready to email or print for the client meeting. No separate design step, no waiting on a template.
If the questionnaire stalls
It autosaves after every answer, so your client can close it and come back without losing progress. If the single-use link expires or they've lost it, you can resend a fresh one from your workspace — no need to start the case over.
Co-branded, always
Your firm's logo and details sit on the questionnaire your client sees and on the report you deliver. SME Baseline works quietly in the background — as far as your client's concerned, it's your firm's valuation.
See it against your own client's numbers.
Set up a client and run the model — the questionnaire link goes out the same day.
Get StartedSTAY IN TOUCH
