Business Valuations

Buying or selling a business? You need a valuation.

With a business valuation, you can move forward with important transactions and enter into negotiations with ensured reliability, reduced financial risk, and unparalleled confidence.

Are you confident in the value of your business?

Through our strategic alliance with our affiliate partner with 20 years of experience, we’ll help position your business for the most favorable outcome in the following areas:

  • Mergers and Acquisitions

  • Sales and Divestitures

  • Buy/Sell Agreements

  • Shares Redemptions

  • Business Planning

  • Retirement/Succession Planning

  • Employee Benefit Plans

Which Valuation Report is Right for You?

Business valuation reports can be prepared for many different purposes. That's why we offer two types of business valuation reports: Informational Valuations and Certified Valuations. Below is a summary of what these two reports entail, how they differ, and when you might benefit most from each.

Business Valuations

Get a reliable business valuation to preserve your most valued asset - your business.

Essentials Valuation Report

Ideal for buying/selling a business with less than $400k revenue

Standard Valuation Report

Ideal for buying/selling a business with greater than $400k revenue

Certified Summary Report

Ideal for complex businesses, IRS submissions, litigation, partner disputes & bank loans

Certified Detailed Report

Ideal for capital raises and start-ups

Due Diligence

Support the due diligence phase with a reliable way to validate past financial performance.

Quality of Earnings Report (QoE)

Ideal for validating the accuracy of a company’s reported earnings

Pitchbook / CIM

Ideal for providing professional-grade marketing collateral to potential buyers about a business

Quick Pitch

Ideal for generating initial interest in a business without divulging too much information

You’ve built a great business. Find out what it’s worth.

When you need to know what a business is worth, certified matters. We believe it’s your right to work with a valuation company that’s upfront, honest, and transparent.

  • Reports are completed by NACVA-certified appraisers who are available to answer your questions and explain your report.

  • No ballpark estimates that could cost you thousands, even millions, if it doesn’t hold up to review and scrutiny.

  • Guided web forms help make data collection quick and easy. Our appraisers are available to help if you have questions.

  • Your report is written for even non-financial readers to understand. We’re available to explain your report, answer questions, and offer advice.