Business Advisory

What is my business actually worth?

A written Business Value Assessment that works through the company's earnings, risk profile and market comparables to arrive at a defensible estimated value range.

Who this is for

Owners who need a credible number before making a decision — not a broker's opinion attached to a listing agreement.

That decision might be a sale years out, a partner buyout, an estate or insurance question, a recapitalization, or simply knowing whether the last five years of work have produced what the owner assumes they have.

What the engagement covers

Scope is adapted to the company's size, records and structure.

  • Review of historical financial performance
  • Normalized earnings
  • SDE and/or EBITDA analysis where appropriate
  • Owner compensation and add-back review
  • Revenue and margin trends
  • Customer and revenue concentration
  • Recurring revenue quality
  • Key business risks
  • Relevant valuation methodologies and market multiples
  • Estimated valuation range
  • Key factors increasing or suppressing value

Deliverable

A polished written Business Value Assessment.

An estimated value range with the supporting analysis behind it: how earnings were normalized, which methodologies and multiples were applied, and which specific factors are adding to or subtracting from the range.

Starting price

$1,995

More complex companies — multiple entities, multi-location operations, incomplete records or unusual structures — receive custom pricing.

This is an advisory business value assessment prepared for the owner's internal planning purposes. It is not represented as a certified appraisal, fairness opinion, legal opinion, tax valuation, or valuation for litigation, unless such work is separately performed by appropriately credentialed professionals.

Request a value assessment.

Share the basics of the company and its financial records. We will confirm scope, price and timeline before beginning.