Business Valuation Services
The first step to selling a small business is knowing it's value.
Many small business owners talk to friends, their financial advisor and other business owners about what their business might be worth.
While these conversations are a great way to start, the value of your business is going to be based on certain facts and the market rather than opinions.
Unlike pricing a home for sale, valuing a business is a more complex process. It requires analyzing the business's financials, assets, and operations, as well as the industry and comparable business sales.
You’ve dedicated decades of effort into building your business, when it’s time to sell or plan for the future, understanding its value is essential.
That’s where we can assist you. We conduct detailed evaluations to provide an accurate analysis and determine the ‘most probable selling price’ for your business.
Valuation Services
Light Valuation - Price $497.00
We created this service for business owners who feel overwhelmed by the idea of a full valuation. It’s a simplified approach that gives you a clear value range.
Perfect for business owners who want a quick snapshot of their business’s value. This streamlined assessment focuses on analyzing 3 to 5 years of financial performance to provide an estimated valuation range. It’s a smart starting point for those considering a sale, preparing for a partner buyout, or just wanting to check in on the health of their business.
Comprehensive Valuation Package - Price $4,997
For business owners who are ready to prepare their business for sale and are serious about planning and maximinzing the value before putting the business on the market.
This in-depth review includes a full financial review and evaluation, a detailed SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats), and an overview of your businesses key processes. We also assess your business’s owner dependency, delivering a report with recomondations for improvement, and provide a Succesion Readiness Report showing you how 'buyer-ready" your business really is, with recommendations on what to improve in the next 90 days to 6 months.
What’s Included in the Comprehensive Evaluation:
- ✅ Full financial review and business valuation
- ✅ Detailed SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
- ✅ Overview of key business processes in place with recommendations for improvement
- ✅ Owner Dependency Assessment with a report and actionable recommendations
- ✅ Succession Readiness Report showing how “buyer-ready” your business is
- ✅ Clear next steps with a 90-day - 6 month improvement roadmap
What you can expect during the valuation process:
1. Understanding Your Goals
We start by learning why you need a valuation. Whether you’re planning to sell, transfer ownership, or secure funding, understanding your goals helps us tailor the approach to your needs.
2. Reviewing Your Financials
We examine your financial documents, including detailed financial reports and tax returns from the past 5 years. This gives us a clear picture of your business’s financial health.
3. Adjusting for Reality
Businesses often have unique expenses—like owner perks or one-time costs—that don’t reflect everyday operations. We adjust your financials to show the true earning potential of your business.
4. Choosing the Right Valuation Method
Every business is unique, so we use one or more valuation methods to fit your specific situation:
• Income-Based: Focuses on cash flow and profitability.
• Market-Based: Compares your business to similar ones recently sold.
• Asset-Based: Looks at the value of your tangible and intangible assets.
5. Considering Non-Financial Factors
A business is more than just numbers. We evaluate your industry trends, market position, customer relationships, your team, processes in place, plus other intangibles like brand reputation and intellectual property.
6. Final Adjustments
We account for factors like marketability, control, and risks unique to your business to ensure the valuation reflects its true worth in the current market.
7. Delivering Your Valuation
You’ll receive comprehensive reports detailed above and an explain your business’s value, the methods we used, and actionable insights for maximizing its potential.
8. Review and Improve for a Higher Valuation - One-on-one consultation review
Once you’ve received your valuation, the next step is clarity. We’ll walk through your results together and identify specific areas that could be improved to increase the value of your business. From there, you’ll have the option to move forward with a tailored improvement plan, whether that’s a focused six-month sprint or a more strategic 12–24 month roadmap.
The goal isn’t perfection, it’s progress that puts more money in your pocket when you’re ready to sell. This is where you shift from knowing your business’s value to building it.
Why It Matters
A well-executed valuation and improvement plan doesn’t just show you what your business is worth today, it gives you a clear path to make the right changes, so when you’re ready to sell, your business is ready too. It’s about putting you in control of the timing, the value, and the outcome.
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