Case Study - valuation.atirestoration.com

$137mn+

Transactions

11+

Successful Adoption
into the ATI Family

91%

Accurate Valuation
Range

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Case Study Hero

CLIENT

ATI Restoration

SECTOR

Property Restoration

SCOPE

Web Application Development

“nullBrainer did a great job bringing our valuation tool to life. They were able to take our initial concept, work through our feedback, and turn it into a fully functional platform that our team could use.”

Author
Feedback

Jeff Moore

President, ATI Restoration

Overview

Turning a complex valuation process into a simple experience

ATI Restoration helps businesses recover and rebuild after property damage. As part of its M&A process, ATI wanted a digital solution that could help potential acquisition targets submit their financial information and receive an estimated business valuation.

nullBrainer first developed the valuation tool as a prototype based on ATI’s requirements. After reviewing the prototype, ATI provided feedback and requested changes, which we incorporated before the solution was approved. We then added the valuation calculations and developed the complete platform, including a customer-facing portal for submitting financial information and an admin portal for ATI’s M&A team to manage valuation requests and reports.

The Challenge

How do you make a complex
valuation process simple and efficient?

ATI needed a better way to collect financial information from potential acquisition targets and turn it into clear valuation reports. The process needed to be simple for business owners while giving ATI’s M&A team the information needed to evaluate opportunities.

The solution also needed to provide a secure, mobile friendly experience and support the different stages of the valuation process, from collecting financial data and verifying users to generating branded reports and managing requests internally.

THEY NEEDED A SYSTEM THAT COULD SUPPORT:
Simple financial data collection
Automated valuation reports
Secure access code authentication
Mobile friendly experience
SMS/OTP verification
Branded PDF reports
Admin management of valuation requests
Role based access for internal teams
Automated email notifications

The Solution

From prototype to a complete valuation platform

We started by building a prototype of the valuation experience based on ATI’s requirements. ATI reviewed the prototype, provided feedback and requested changes, which we incorporated before the solution was approved.

The Solution Mockup

Once the experience was finalized, we added the valuation calculations and developed the complete platform. The solution included a customer portal that guides business owners through submitting their company and financial information, as well as an admin portal that allows ATI’s M&A team to manage valuation requests, access codes, users, roles, and reports.

Our team handled the UI/UX, development, DevOps, and QA needed to bring the approved concept into a complete working platform.

What We Built

Key project components

01
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Customer Portal

Built a simple, mobile friendly experience that guides business owners through submitting their company and financial information.

02
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Valuation Reports

Created an automated reporting process that turns submitted financial data into a branded business valuation report.

03
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Admin Portal

Developed an internal portal for ATI’s M&A team to manage valuation requests, access codes, users, roles, and reports.

04
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Secure Access & Verification

Implemented access code protection and SMS/OTP verification to keep the valuation process secure and controlled.

05
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Email Notifications

Set up automated email workflows for delivering reports and keeping users informed throughout the process.

06
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Quality Assurance

Tested the customer and admin experiences across desktop and mobile devices to identify and resolve issues before launch.

The Result

A simpler way to manage valuation opportunities

ATI now has a dedicated platform for managing its valuation process. Potential acquisition targets can securely submit their financial information and receive a branded valuation report, while ATI’s M&A team can manage valuation requests through the admin portal.

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Simplified the valuation process for potential acquisition targets

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Automated financial data collection and valuation reporting

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Created a secure, mobile friendly experience for prospective sellers

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Centralized valuation request management for ATI’s M&A team

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Simplified report delivery and administration

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Provided ATI with a dedicated digital tool to support its M&A process

Technology Stack

Figma

Figma

Java

Java

ReactJS

ReactJS

AWS

AWS

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