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Advisory Service
Business Valuations
A clear, defensible estimate of what your business is actually worth, and an explanation of what drives that number.
What it is
A valuation answers a question most owners have a rough guess about and no real basis for. It's needed for a sale, a partner buy-in or buyout, estate and succession planning, divorce, or certain tax filings.
The more useful part is often the explanation behind the number. Understanding what drives your valuation, customer concentration, margin quality, owner dependence, recurring versus one-time revenue, tells you what to work on if you want that number to be higher later.
Who it's for
- Owners planning to sell or transfer ownership
- Partners buying in or being bought out
- Families doing succession or estate planning
- Owners raising capital and negotiating terms
- Anyone who wants to know where they stand today
What's included
- Fair market value analysis
- Review of comparable transactions and market multiples
- Assessment of the drivers behind your specific valuation
- Written valuation report
- Discussion of what would move the number over time
Where it fits
Valuations are handled as standalone projects and pair naturally with Growth & Transition Readiness work.