Valuations
Your business valuation needs may arise from many important decisions ahead - planning your financial future, selling your company, acquiring another business, managing estate taxes, restructuring ownership, or simply understanding your company's worth. Whatever drives your need for valuation, there's a solution designed for your specific situation.
How it works
Discovery Call
Gather Info
Evaluate & Assess
Client Interview
Report & Review
Do you know what is driving your value?
Learn the 8 Key Drivers of
your company value
Choose a level that fits your needs
For business owners who want a clear, defensible estimate of value—quickly—so they can make informed decisions without over-investing time or money.
$2,500*
Clear estimate of business value
Key business strengths and risks
Financial and personal considerations impacting value
Live valuation walkthrough and Q&A
Explore
Value Market & Insight
For owners who want to understand not just what their business is worth—but why, how it compares to peers, and what the market is paying right now.
$4,000*
WHAT YOU’LL WALK AWAY WITH
Where your business sits vs. industry benchmarks
How current M&A activity impacts your value
Financial strengths and red flags buyers notice first
Valuation review with strategic context
Accelerate
Value Growth Strategy
For owners who want to increase the value of their business—intentionally—by understanding what drives value today and what will matter most in the next 2–3 years.
$5,000*
Current value baseline
Value acceleration roadmap
Two-year pro forma showing value impact
Revenue quality and sustainability assessment
Actionable levers to increase enterprise value
Certified
NACVA Compliant
For situations where accuracy, credibility, and third-party reliance matter—such as lending, estate planning, shareholder transactions, or legal matters.
$6,000*
Independently supported, NACVA-certified valuation
Defensible methodologies
Designed for lender, legal, and regulatory scrutiny
Prepared by credentialed valuation professionals
Express
Value Snapshot
WHO IT’S FOR
*Additional fees may apply.