Our 4-Step Valuation Process
Cooperhawk’s business valuation services follow a proven process to provide clarity and insight without wasting your time. Here’s what you can expect.
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Discovery
We start with an initial conversation to learn about your goals, timeline, and business as a whole. We’ll answer any questions you have and make sure a business valuation is the right next step.
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Financial Review
You’ll share all your financial documents (tax returns, P&L, balance sheets, etc.) with us. After reviewing them, we’ll identify adjustments to ensure we’re evaluating the true earnings of your business.
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Business Assessment
Next, we’ll go through your financials, business strengths, and market position and compare these to those of similar businesses who’ve recently sold. This will help us build a realistic business valuation.
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Deliver the Valuation
We’ll give you a detailed summary of our findings and a realistic valuation range, along with recommendations for how to raise that value.
Business Valuation FAQs
Yes. Our business valuations are completely free with no pressure and no obligations. It’s a straightforward way to understand what your business is worth and whether selling makes sense right now. If it does, we’ll talk through your options. If it doesn’t, we’ll tell you honestly what needs to happen to get you ready.
Standard documents for a business valuation include 3-5 years of tax returns, profit and loss statements, balance sheets and current year-to-date profit and loss statements and balance sheet. Sending all the documents together instead of as separate submissions helps streamline the process. It’s fine if everything isn’t perfect – our business brokerage is here to give you the guidance you need.
Getting a professional business valuation is a quick and easy process once we have all your financial documents. Most valuations can be completed within 2-3 business days.
While there are free business valuation calculators available that claim to provide results in minutes, we prefer to take a more thorough approach. Our advisors personally go through the information you provide to make sure no stone is left unturned. Once we feel confident that we have an accurate assessment of your standing, we’ll schedule a time to review it with you.
Yes, and in many cases that is the better time to do it. Most of the business owners Cooperhawk works with get a valuation well before they are ready to go to market. It helps clarify where the business stands today, identify what may be holding value back, and allows time to make improvements before buyers are ever involved. The owners who start early are almost always in a stronger position when it is time to sell.
Yes. When you work with us for a business valuation, you’ll get a clear, straightforward summary report outlining your estimated value and how we determined it.
Ready to Take the First Step?
Get started with a complimentary business valuation, no strings attached. See what your business could be worth with an honest assessment from a leading business brokerage. We’re here to answer any questions you may have.
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