Business valuation

Business valuation automation templates

12 ready-made workflows for Business valuation. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: BizEquity, Google Sheets and Slack.

Business valuation
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BizEquity Automated Fee Change Notice Drafts
When your valuation service fees change, WebRun identifies every client on an affected pricing tier in BizEquity, drafts a fee change notice for each, and queues the drafts for advisor review before any client is notified.
BizEquityGoogle SheetsGmail+1
BizEquity Automated Fee Reconciliation Digest
Every Monday, WebRun matches payments received in QuickBooks against open valuation engagements in BizEquity, flags any engagement that has been delivered but remains unpaid, and delivers a reconciliation summary to the billing team.
BizEquityQuickBooksGoogle Sheets+1
BizEquity Automated Overdue Fee Chaser
Every Monday, WebRun checks QuickBooks for overdue invoices on valuation engagements, cross-checks against the BizEquity client list, drafts polite payment reminders for advisor review, and posts the outstanding fee list to Slack.
BizEquityQuickBooksGmail+1
BizEquity Automated Client Onboarding Kickoff
When a new client engagement is created in BizEquity, WebRun sets up the document checklist, creates a shared tracking sheet, and prepares the welcome email for advisor review so onboarding starts within minutes of signing.
BizEquityDocuSignGoogle Sheets+1
BizEquity Automated Valuation Exception and Anomaly Flags
Before any BizEquity valuation report is delivered, WebRun checks the key financial figures for anomalies, such as revenue inconsistent with prior years, unusually high or low multiples for the industry, and missing data fields, then flags any issues for the advisor to review.
BizEquitySlackGoogle Sheets
BizEquity Automated Document Collection Chaser
WebRun monitors which clients have not yet submitted their financial statements, tax returns, and supporting documents into BizEquity, then sends your team a daily chase list so nothing stalls a valuation engagement.
BizEquityGoogle SheetsGmail+1
BizEquity Automated Client Disengagement Risk Worklist
Every Monday, WebRun checks BizEquity for clients who have gone silent, missed document deadlines, or not responded to advisor outreach, then builds a prioritized worklist so the team can re-engage before the client walks away.
BizEquityGoogle SheetsSlack+1
BizEquity Automated Financial Data Entry From Email
When a client emails financial statements or data sheets, WebRun reads the key figures and enters them into the correct BizEquity engagement fields, saving advisors from manual copy-and-paste.
GmailBizEquityGoogle Sheets+1
BizEquity Automated Loan Covenant Valuation Tracker
WebRun monitors clients whose loan covenants require a current business valuation and alerts advisors when a client is approaching the covenant deadline so a fresh BizEquity report can be prepared in time.
BizEquityGoogle SheetsSlack+1
BizEquity Automated Compliance Deadline Tracker
WebRun monitors key compliance deadlines tied to valuation engagements, such as estate-planning update windows, buy-sell agreement review dates, and lender reporting due dates, and alerts advisors in Slack before any deadline passes.
BizEquityGoogle SheetsGoogle Calendar+1
BizEquity Automated Valuation Approval Routing
When a BizEquity valuation is ready for internal review, WebRun identifies the correct approver based on client type and deal size, drafts the review request, and notifies the reviewer in Slack so nothing waits in the wrong inbox.
BizEquitySlackGmail+1
BizEquity Automated Engagement Status Digest
Every morning, WebRun reads the status of every open valuation engagement in BizEquity and delivers a concise summary to the advisory team so everyone knows which engagements are on track, stalled, or ready to deliver.
BizEquitySlackGoogle Sheets

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