Business valuation
Find out what your business is worth, with a clear report you can hand to a buyer, a lender or your attorney.
What a valuation tells you
A business valuation works out the economic value of a business, or one part of it.
Every business is different, so every valuation starts with why you need one.
Owners usually need one for
- Selling or exiting the business
- Partner or shareholder buyouts
- Divorce or estate settlements
- Tax or IRS reporting
- Gifting part of the business
- Financing or an SBA loan
- Planning and benchmarking
How a valuation works
Discovery call
We talk about why you need the valuation and what you plan to do with it.
Documents
You send financial statements, tax returns and anything else that applies.
Analysis
We adjust the financials, build the valuation models and review industry data.
Report and review
You get a full PDF report, and we walk through it with you on a call.
What's in the report
The report is written to be used, whether it goes to a buyer, an attorney, a lender or stays with you for planning.
- Financial analysis and adjustments
- The valuation methods used: income, market and asset approaches
- The value range and how we got there
- Assumptions and limitations, explained plainly
- Supporting documents in the appendix
Flat-fee pricing
Valuations are priced as a flat fee. It starts with a no-cost discovery call about your business and why you need the valuation.
The fee depends on how complex the business is and what kind of valuation you need. You'll know the full cost before any work starts.
Your proposal covers
- The scope of work
- The flat fee
- What to expect along the way
Know what the business is worth
Start with a no-cost discovery call.