Speak with a Certified Expert
15-minute call · No obligation
Knowing your number is the foundation for every smart decision you make about your business — whether you plan to sell in two years or ten.
CVA & CEPA Certified
Nationally recognized credentials
500+ Valuations
Across diverse industries
20+ Years Experience
Trusted by owners & advisors
Wealth Advisors, Attorneys & CPAs
The standard for professional advisors
Select the scenario closest to yours. We'll tailor the conversation to your needs.
Negotiate from a position of strength — understand what drives value and what can threaten it.
Buy-sell agreements, estate/divorce, SBA financing, partner buyouts — a report that holds up.
Understand your value drivers, identify gaps, and build a plan to maximize generational wealth.
Our M&A experience from over 100 transactions shows the biggest risks—and missed value—come from waiting too long. We help you prepare early, avoid surprises, and build a business that’s ready when you are.
You don’t need to be a numbers person—we translate what matters, prioritize the right metrics, and prepare a dashboard for internal visibility.
We apply advanced AI analysis to reveal growth and efficiency opportunities—helping you optimize your messaging and operations for stronger results.
From first call to final report — here's exactly what to expect.
A 15-minute confidential conversation to understand your situation, timeline, and goals. No obligation.
We define the engagement scope and send a focused data checklist — financials, operations, and key documents.
Rigorous analysis using industry-standard methodologies. You receive a clear, certified valuation report.
A walkthrough call to review findings, answer questions, and discuss strategic implications for your decision.
No hand-offs to junior staff. You work directly with credentialed valuators who understand what's at stake.
Amanda Gordon
Business Analyst
Amanda combines a strong analytical foundation with market insight to help clients understand and maximize the value of their businesses.
Amanda Gordon
Analyst
Nancy Hallett CVA
Founder · Managing Partner
Nancy is a Certified Valuation Analyst and Certified Exit Planning Advisor with deep expertise in financial analysis and lower middle-market M&A transactions.
Nancy Hallett
CVA, CEPA
Gary Hallett CEPA
Founder · Strategic Lead
Gary is a Certified Exit Planning Advisor and M&A Master Intermediary who helps business owners unlock their value and achieve an exit with no regrets.
Gary Hallett
CEPA, M&AMI
"Gary and Nancy were professional, knowledgeable, and trustworthy. Their expertise was evident. Having the valuation gave me peace with my decision to sell to my employees."
"Nancy was very detailed and explanatory with each expenditure and its fluctuations. Having the information for my broker took the guessing out of what it was worth."
"I really enjoyed learning about what makes a business sellable. I have some work to do."
Take the next step
Book a fifteen-minute call with our team
We'll determine fit, discuss scope, and outline what a valuation looks like for your situation — no obligation.
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