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Intelligent Business Valuation
Convert business owners into valued clients
Halcyon is purpose-built for modern business advisory. Streamline business valuations, insights, and next steps.
Most business owners' biggest asset is their company—yet the majority of owners don't know how much their business is worth.
Led by a wave of owners reaching retirement, a staggering $14 trillion in business value will trade hands in the next 10 years.
Our mission is to empower advisors with the insights needed to guide their clients through the most significant wealth transfer in American history.
Our Process
How it works
Add Business
Fill out the basic info for the business, or invite your client to collaborate.
Upload Financials
Upload financial documents detailing recent performance.
View and Edit Insights
We automatically generate insights that you're able to edit.
Share Results
We’ll package the findings in a personalized PDF that you can share with your client.
Our Benefits
The modern approach to business valuation
The Old Way
Soul-Sucking Admin Work
Spend days wrangling files, then copy and paste until your fingers go numb.
Cluttered and Confusing
To unlock your client’s nest egg, you first have to untangle a rat’s nest of financial documents.
Impersonal
Generic reports leave clients feeling uninspired—or worse, inspired to part ways
Exposed
Exchanging sensitive information without proper protocols in place is an accident waiting to happen.
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Less Plug. More Chug
Ditch the spreadsheets and email attachments. It's 2025. Drag, drop, and deliver valuations in a few clicks.
Clean and Clear
(Finally) get the numbers, insights, and clarity every business needs to make informed decisions.
Made-to-Measure
Deliver beautifully crafted reports that convert prospects into clients and clients into loyal advocates.
Bank-Grade Security
Protect your clients and business with Halcyon’s advanced security and modern technology.
Beta Program
Become a Beta Partner
Unlimited business valuations
Four valuation methodologies
Personalized business insights
Export as a PDF or to Excel
1:1 support from the Halcyon founding team via email, Slack, or SMS
$100 per month during the Beta period
Founder Note
Note from the Founder
We founded Halcyon on the premise that good things come to those who deliver value.
Halcyon removes the friction from business valuation, empowering you to share actionable insights, unlock new opportunities, and strengthen client relationships.
Anthony Schurz
Founder
FAQ's
Frequently asking questions
Fast, concise answers to all your pressing questions.
How accurate are Halcyon's valuations?
Halcyon uses advanced algorithms and up-to-date market data to provide highly accurate valuations. However, as with any valuation tool, the accuracy depends on the quality and completeness of the input data. We recommend using Halcyon's valuations as a starting point for discussions with clients and supplementing them with your professional judgment.
Can I white-label Halcyon's reports?
Not quite yet. This functionality will be available in June 2025.
What types of businesses can Halcyon value?
Halcyon is designed to value a wide range of small to medium-sized businesses across various industries. However, it may not be suitable for very large corporations or businesses with highly complex structures. If you have specific questions about whether Halcyon can handle a particular type of business, please contact our support team at support@halcyon.us.
How does Halcyon ensure data security?
We take data security very seriously. Halcyon uses bank-grade encryption for all data transmission and storage. We also employ strict access controls, regular security audits, and comply with industry-standard data protection regulations. Visit our trust page (https://app.vanta.com/halcyon/trust/uc4yeywf5a6b0mwns97tu6) for granular details regarding our security posture.
What kind of support does Halcyon offer?
Halcyon provides comprehensive support to ensure you get the most out of our platform. Email our team at support@halcyon.us and we’ll reply within 24 hours. We're committed to helping you succeed in delivering value to your clients.
Contact Us
Get in touch
Have questions or need assistance? Fill out the form below, and our team will get back to you soon. We value your feedback and look forward to connecting with you!