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
Express
Business owners looking for a fast, straightforward value estimate without extensive analysis or detailed financial review.
$2,000*
Valuation Report
Business Considerations
Personal Considerations
Financial Considerations
Valuation Review
Explore
Business owners who want to understand their company’s value while gaining insights into industry benchmarks and market trends.
$3,500*
Valuation Report
Business Considerations
Personal Considerations
Financial Considerations
Valuation Review
Industry Benchmarks Report
Industry M&A Trends
Financial Statement Assessment
Accelerate
Business owners looking to optimize value, with detailed analysis of current value and actionable insights for future growth potential.
$5,000*
Valuation Report
Business Considerations
Personal Considerations
Financial Considerations
Valuation Review
Industry Benchmarks Report
Industry M&A Trends
Financial Statement Assessment
Value Acceleration Report
2 Year Pro-Forma Report
Revenue Assessment
Certified
Business owners needing formal documentation for legal, financial, or matters like lending, estate planning, partnerships, or stock transfers.
$6,000*
Valuation Report
Business Considerations
Personal Considerations
Financial Considerations
Valuation Review
Industry Benchmarks Report
Industry M&A Trends
Financial Statement Assessment
Value Acceleration Report
NACVA Certified Valuation
*Additional fees may apply.