What We Do

Business Valuation, CFO services, accounting, financial, bookkeeping

Business Assessment and Valuation

Many business owners are unaware of the true value of their business, despite relying on it for their income and future plans. This is often due to inefficiencies and profitability issues stemming from problems with people or processes.

Our business assessment and valuation services provide a comprehensive evaluation of your business, including an analysis of your income statement, balance sheet, cash flow, and overall systems. This allows us to identify areas of strength and areas that need improvement, as well as provide recommendations for increasing the value of your business.

We deliver a 29-page valuation report (example), a business summary report, and recommendations for improvements.  The entire process typically takes about 2 months and costs $10,000, but the insights gained are worth 10x the investment.

An Innovated Approach to business valuations.

Please see our Case Studies page for specific examples of how we help increase the value of the companies we work with.

Top 10 Reasons for a Business Valuation

  1. Better understand your business and its potential.
  2. Know the value of your largest asset so you can plan for retirement.
  3. Ensure the business and your family are properly protected.
  4. Create a succession plan.
  5. Pay the right amount when you buy a business.
  6. Get what it is worth at sale.
  7. Create buy/sell agreements with business partners.
  8. Explore funding opportunities.
  9. Establish a trust or create an estate plan.
  10. Prepare for taxable events such as gifting or grants.

Knowing the true value of your business is critical to proper business planning and achieving personal goals. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future.

Let us show you how.

What Your Business is Worth, and Why It Matters

Sample Valuation Report

Video Walk Through

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