Our 4-Step Valuation Process
Our business valuation services follow a proven process that gives you clarity and insight without wasting your time. Here’s what you can expect.
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Discovery
We’ll start with an initial conversation to learn about your goals, timeline, and business. We’ll answer any questions you have and make sure a valuation is the right next step.
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Financial Review
You’ll share financial documents (such as tax returns, P&Ls, and balance sheets), then we’ll normalize them and identify adjustments to ensure we’re evaluating the true earnings of your business.
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Business Assessment
We thoroughly evaluate your financials, business strengths, and market position then compare them to similar businesses and recent sales to build a realistic valuation.
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Deliver the Valuation
You’ll receive a clear summary and realistic valuation range, plus recommended adjustments to make that might raise that value.
Business Valuation Services FAQ
Yes! Our business valuation services are completely free and come with no pressure to sell. It’s a way for you to get clarity and see if selling is the right next step.
We typically request 3–5 years of tax returns, year-to-date profit and loss statements, and current balance sheets. To streamline the process, please send all documents together rather than in separate submissions. Don’t worry if everything isn’t perfect—we’ll guide you through each step.
Once we receive your financials, most valuations are completed within 2-3 business days. We’ll schedule a time to go over everything with you and make sure it’s all clear.
Absolutely. Many owners use our business valuation services to start planning ahead, identify gaps, and better understand what affects their business’ value long before they’re ready to sell.
Yes. Our business valuation services include a clear, easy-to-understand summary report outlining your estimated value and how we arrived at it.
Ready to Take the First Step?
Get started with a free, no-pressure business valuation and find out what your business could be worth. Our business brokers are here to answer any questions you may have.
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