Business Valuation
Contact for Custom Quote | Typical Turnaround: 1–3 Weeks
A valuation isn’t just for when you’re ready to sell … It’s for every major decision that affects ownership, equity, or legacy.
We deliver independent, defensible valuations that combine technical rigor with real-world transaction insight. Whether for exit planning, partnership restructuring, or tax and estate purposes, our analyses provide the clarity and credibility you need when the numbers matter most.
Our approach blends traditional valuation methods with transaction-level diligence — ensuring the value conclusion reflects not just theory, but market reality.
What’s Included:
Earnings Normalization & Financial Review – Adjust reported results for non-recurring, discretionary, or owner-related items to establish true, sustainable profitability.
Valuation Methodology Application – Employ market, income, and asset-based approaches as appropriate to your industry and purpose.
Comparable Company & Transaction Benchmarking – Reference private and public market data to validate valuation multiples and context.
Discount Rate and Capital Structure Analysis – Apply cost of capital modeling (WACC, CAPM) to reflect risk, leverage, and required returns.
Scenario and Sensitivity Testing – Evaluate value under different assumptions for growth, margins, or deal terms.
Documentation & Support – Provide clear, defensible rationale aligned with IRS, SBA, and professional valuation standards.
Deliverable:
A comprehensive valuation report (typically 15–25 pages) and supporting Excel model, including:
Adjusted financial statements and normalized EBITDA
Detailed valuation calculations and approach rationale
Benchmarking tables and key assumptions
Value conclusion summary for each applicable method
Designed to be clear enough for owners and rigorous enough for auditors, investors, or legal counsel.
Ideal For:
Business owners, partners, investors, attorneys, and advisors who need an objective, defensible valuation for:
Exit or succession planning
Equity splits or partner buyouts
Gift, estate, or tax reporting
ESOPs, recapitalizations, or shareholder disputes
