BUSINESS VALUATION

Business Valuation

An independent, defensible value for a transaction, ownership transition, financing or dispute.

What’s included

Conclusion of Value

Calculation of Value

SBA Change of Ownership

Ownership Transition (buy-sell, gift & estate, succession)

Litigation Support

HOW WE THINK

Seven steps, every engagement

StepOur approach
1. Understand the businessHow it actually operates: its model, its market, its people and what makes it work day to day.
2. Understand the economicsThe handful of drivers of revenue, margin and cash that matter, separated from the noise.
3. Identify risksWhat a buyer, lender or board would flag, found before someone else finds it.
4. Identify opportunitiesValue that is available but not yet captured, through pricing, efficiency, structure or positioning.
5. Quantify the impactIf a risk or opportunity can't be sized, it can't be prioritized. We put a number on it.
6. Recommend specific actionsA prioritized set of next steps you can actually execute, not a list of observations.
7. Measure resultsWe follow up to confirm the recommendation worked, and use what we learn on the next engagement.
THREE SERVICE LINES. ONE RELATIONSHIP.

One firm across the life of your business

The team that improves your monthly reporting is the same team that prepares you for a sale and tells you what the business is worth.

Start with a conversation.

No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.