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
| Step | Our approach |
|---|---|
| 1. Understand the business | How it actually operates: its model, its market, its people and what makes it work day to day. |
| 2. Understand the economics | The handful of drivers of revenue, margin and cash that matter, separated from the noise. |
| 3. Identify risks | What a buyer, lender or board would flag, found before someone else finds it. |
| 4. Identify opportunities | Value that is available but not yet captured, through pricing, efficiency, structure or positioning. |
| 5. Quantify the impact | If a risk or opportunity can't be sized, it can't be prioritized. We put a number on it. |
| 6. Recommend specific actions | A prioritized set of next steps you can actually execute, not a list of observations. |
| 7. Measure results | We 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.