Professional Disclaimers · Updated August 31, 2026

Know what this site can—and cannot—support.

General information only

Website content is general educational information. It is not a valuation opinion and is not legal, tax, accounting, audit, assurance, investment, securities, brokerage, financing, lending, fiduciary, or other regulated professional advice. Consult appropriately qualified professionals for your facts and jurisdiction.

No advisor-client relationship or reliance

Using the site, generating a brief, or viewing pricing and samples does not create a professional relationship, duty of care, confidentiality obligation, or right of reliance. Only a signed engagement letter can establish an engagement and define its purpose, users, standards, permitted reliance, and limitations.

Valuation is purpose-specific

A defensible conclusion depends on the valuation date, purpose, standard and premise of value, ownership interest, information quality, capital structure, market evidence, assumptions, and professional qualifications. A conclusion prepared for one purpose may be inappropriate for another.

Interactive tools on this site

The readiness scan scores selected evidence categories. It does not calculate business value, validate facts, inspect records, select live comparables, model scenarios, or satisfy professional standards. The source-linked workspace is an illustrative, precomputed example built on synthetic data; it does not analyze uploads or represent client work. Do not rely on either browser experience for transactions, fundraising terms, tax, 409A, employee equity, financial reporting, litigation, divorce, estate or gift planning, SBA or lender use, fairness or solvency opinions, or investment decisions.

Illustrative sample reports

Sample businesses and all related data are invented. Samples are not anonymized clients, completed appraisals, comparable-company evidence, testimonials, performance history, or predictions. Their values cannot be applied to another company.

Forward-looking and market information

Forecasts, scenarios, growth rates, discount rates, and multiples are inherently uncertain. Market conditions and company facts can change without notice. Past or illustrative performance does not guarantee future results.

Pricing and service availability

Published fees and timelines are standard starting points for typical scopes, not quotes or guarantees. Scope and availability are subject to fit, conflicts, credentials, information readiness, complexity, and a signed engagement letter. No payment is taken through this website.

No securities solicitation or intermediary service

WorthPrism is not presented as a broker-dealer, placement agent, investment adviser, funding portal, or transaction intermediary. Nothing on the site is an offer, solicitation, recommendation, or endorsement to buy, sell, or hold a security or business interest. The site does not find or solicit investors, negotiate or execute securities transactions, handle client funds or securities, or promise transaction completion, funding, tax treatment, or a particular valuation result.

Engagement scope and professional qualifications

WorthPrism accepts an engagement only where it has the qualifications, independence and capacity appropriate to the stated purpose. The professional responsible for the work, the credential relied upon, the applicable professional standards, the intended users and the permitted reliance are identified in the engagement letter before work begins. Where a purpose calls for a designation, procedure or jurisdictional qualification outside that scope, it is referred or co-engaged rather than assumed.