Business
Valuation
Professional, defensible business valuations for sale, financing, succession, or dispute resolution. We apply multiple valuation methods and deliver a comprehensive written report — ready for banks, buyers, attorneys, or the IRS.
Confidential · Multiple methods · Bank & lender accepted
Professional Valuation Package
- Comprehensive financial analysis of your business
- Multiple valuation methods applied
- Industry benchmarks and comparable analysis
- Written valuation report with full documentation
- Presentation-ready format for lenders or buyers
- Confidential and professionally prepared
- Follow-up consultation to review findings
From Documents to Definitive Value
A structured, professional process that produces a reliable, defensible result.
Initial Consultation
We discuss your reason for the valuation — sale, financing, succession, dispute — and gather preliminary information about your business structure, industry, and financials.
Document Collection
We collect 3–5 years of financial statements, tax returns, and any relevant operational data. All information is handled with strict confidentiality throughout the process.
Analysis & Valuation
We apply the most appropriate valuation methods — asset-based, income-based, and market comparable — and analyze results in the context of your industry and market conditions.
Report Delivery & Review
We deliver a comprehensive written valuation report and schedule a review session to walk through the findings, explain the methodology, and answer all your questions.
When You Need a Business Valuation
A professional valuation is essential in any situation where the value of your business is at stake.
Selling Your Business
Know exactly what your business is worth before entering negotiations. A professional valuation establishes a defensible asking price and strengthens your position with buyers.
Buying a Business
Don't overpay. We evaluate target acquisition businesses independently so you know whether the asking price is reasonable before you commit to a purchase.
Partnership Disputes
When partners disagree on value — for buyouts, disputes, or ownership transfers — an independent professional valuation provides an objective, defensible number.
Financing & SBA Loans
Lenders frequently require a business valuation for SBA loans and commercial financing. Our reports are prepared to bank standards and accepted by most lenders.
Estate & Succession Planning
Transferring business ownership through an estate or succession plan requires an accurate valuation for tax and legal purposes. We prepare IRS-compliant valuations for these situations.
Strategic Planning
Understanding your business value is the starting point for strategic decision-making — investment, expansion, exit planning, or measuring growth over time.
Common Questions
What methods do you use to value a business?
We apply multiple valuation methodologies depending on your business type and purpose: the Income Approach (discounted cash flow or capitalization of earnings), the Market Approach (comparable sales of similar businesses), and the Asset Approach (net asset value). Using multiple methods produces a more accurate and defensible valuation.
How long does a business valuation take?
Most valuations are completed within 2–4 weeks of receiving all required financial documents. The timeline depends on the complexity of your business, the quality of available financial records, and the purpose of the valuation. We'll provide a specific estimate at the outset.
Is the valuation report usable for bank financing?
Yes — our valuation reports are prepared to meet the standards required by most commercial lenders and SBA loan programs. We format reports for professional presentation and include all supporting analysis that lenders typically require for financing decisions.
How accurate is a business valuation?
A business valuation is a professional opinion of value — not a guaranteed sale price. However, using multiple methodologies, current market data, and industry benchmarks produces results that are consistently reliable for negotiation, financing, legal, and tax purposes. We stand behind our methodology and are available to explain or defend our conclusions.
Know Your Worth
Get a Professional Business Valuation You Can Trust
Whether you're selling, financing, planning, or resolving a dispute — we deliver a valuation that stands up to scrutiny and gives you confidence at the table.