Get an Accurate Business Valuation

Valuation Services
- Mergers, Acquisitions, Divestitures
- Insurance Purposes
- Partnership Agreements
- Succession or Exit Planning
- Marital or Family Disputes
- Legal and Financial Litigation
- Strategic Tax Considerations
- Wealth Transfer & Estate Management
- Gift Tax Compliance
- Equity Stake Transactions
- Corporate Restructuring
- Business Sale or Purchase Negotiations
- Bankruptcy
What We Offer
- Thorough Analysis: We’ll evaluate all aspects of your business, including financials, operations, market trends, assets, and growth potential.
- Key Value Drivers: We’ll identify the core factors that influence your business’s worth and uncover opportunities to increase its value before you sell.
- Customized Reports: Receive a tailored valuation report that reflects the unique characteristics of your business.
- Expert Insights: Our team of experience professionals ensure your valuation is accurate, credible, and aligns with industry standards.

Businesses with professional valuations sell for up to 30% more, yet over 50% of owners skip this crucial step.
Pricing
Self-Service
What You’ll Get:
Valuation Snapshot: Your Business valuation and its multiple
Key Performance Chart: Top 16 operational levers, ranked by priority
Strengths & Improvement Report: Summary of key strengths and areas for improvement
Core Financial Ratios: Insight into financial metrics impacting valuation
$500
Full-Service
What You’ll Get:
Everything in Self-Service, Plus:
Deep Business & Operational Analysis: Thorough valuation of operations, risks, and challenges
Expanded Value Drivers: More detailed list of operational and financial improvements
Interactive Valuation Presentation: A walkthrough session
Strategic Roadmap: Custom roadmap outlining next steps to improve value.
$4,000
Compared to $10-$15K for typical valuation services
What’s Included

Business Insights & Valuation Report
This report provides a comprehensive analysis of your company’s financial health, operational efficiency, and growth opportunities.
For each report, our experts outline the following:
- Strategic Recommendations
- Business Objectives
- Risk Mitigation
- Valuation Assessments
- Financial Performance Metrics
Key Areas of Improvement Report
This summary report provides a structured analysis of key risks affecting business operations, financial health, and growth potential, categorizing them based on their impact, likelihood, and severity while outlining mitigation strategies to address each challenge.
Some examples of what the report highlights:
- Personnel Dependency
- Revenue Concentration
- Operational Scalability
- Legal Compliance
- Marketing Effectiveness
