The following content was provided by Vertical IQ to promote their services.
Elevate Your Valuations with Confidence – Empower yourself with essential industry, economic, and financial intelligence essential for accurate assessments and confident valuations using data that is timely, reliable, and built to support your expertise.
- Actionable: Strengthen your valuations with practical insights and real-time industry data you can use immediately. Win new clients, support exit planning, and justify assumptions with confidence.
- Convenient: Seamlessly integrate Industry Intelligence into your valuation reports and due diligence processes. With a user-friendly interface, robust API capabilities, and sleek mobile app, Vertical IQ keeps critical data at your fingertips — anytime, anywhere.
- Focused: Ask sharper questions, uncover key industry risks and trends, and back your conclusions with credible, industry-specific intelligence that sets your work — and your firm — apart from your competition.
Vertical IQ is the leading provider of economic and Industry Intelligence, covering more than 97% of the economic revenue in the U.S. and Canada through more than 970 Industry Profiles and 3,400 local economic reports.
Using our dedicated Vertical IQ Canada Advisor Site, you’ll spend less time learning software and more time connecting with clients, hedging against industry risks, and capitalizing on opportunities with our:
- Province Profiles & Canada-Specific Chapters
- Canadian Financial Benchmarking Chapters
- U.S. Profile Data and U.S. Chapters
- Curated insights from trusted data sources
- Forward-looking as well as archived data sets
Vertical IQ is invested in your firm’s success from day one.
Unrivaled customer experience
We may provide industry-leading economic and Industry Intelligence, but just like you, we’re also in the readiness business. And with an empathy-first mindset, we set — and continually raise — the industry standard in customer experience.
Through our high-touch onboarding process, your personal relationship manager will help prepare your team to capitalize on the power Industry Intelligence yields through productive advisory conversations and building stronger client relationships
Training that delivers real results
Vertical IQ’s unrivaled Customer Success Team provides dedicated onboarding training to ensure your team not only knows how to find their way around the platform but get the maximum benefit from its highly actionable content. We also offer ongoing learning opportunities such as:
- Topic-specific training
- Refresher courses
- Recorded webinars
- Best practice content in our Resource Center
Your partner for success
With Vertical IQ, you have a teammate by your side every step of the way, going the extra mile to support your success. What does this look like?
- Regular communication to ensure your users are making the most of Vertical IQ to add continuous value to their clients and prospects.
- Feedback and support within the Vertical IQ platform for industry research-related questions.
- Friendly user support (email/phone) for users 8 am to 5 pm EST, Monday through Friday.
Chartered Business Valuator (CBV) Institute members are eligible for exclusive member pricing and plans for access to Vertical IQ, including:
- Single user, annual Vertical IQ subscription: $1,200
- Up to 3 users, Vertical IQ annual subscription: $1,450
- Larger firms with 4+ users: 25% off annual subscription
This exclusive CBV Member offer includes:
- Access to the Vertical IQ Canada Advisor Site
- Province Profiles & Canada-Specific Chapters
- Canadian Financial Benchmarking Chapters
- U.S. Profile Data and U.S. Chapters
- Archiving (visibility into historical profiles)
- Resource Center access, which features special training offers, videos, and more
- Co-Branded option available for subscriptions of 4+ licenses.
Contact us
Get in touch with CBV Institute if you have any questions about our member benefits.
Does CBV Institute endorse the products or services featured in Member Benefits? No, CBV Institute does not endorse any products or services. Members and Registered Students must use professional judgment to assess whether these offerings meet their needs, conduct their own due diligence, and carefully review the terms and conditions.