top of page
What services are provided?

Our Business Valuation service provides clients with a comprehensive assessment of their company’s value based on financial performance, market conditions, and industry-specific factors. In addition to delivering a detailed valuation, we provide tailored insurance recommendations designed to help protect and support the long-term stability of the business.

​

Following the initial consultation and valuation, clients receive ongoing annual reviews for the next three years. During each check-in, we update key financial and operational information to produce an updated valuation and revised insurance guidance, ensuring recommendations remain accurate and aligned with the business’s evolving needs.

Why would I need a business valuation?

Business valuations are commonly used for:

  • Buying or selling a business

  • Succession and exit planning

  • Partner buyouts

  • Estate and gift tax planning

  • Divorce proceedings

  • Shareholder disputes

  • SBA financing

  • Strategic planning

  • Mergers and acquisitions

  • Value and Insurance Planning

What information is needed for a valuation?

Gathering and preparing data is a crucial step in completing a proper and accurate valuation.

  • Federal Tax Returns for the last three fiscal years (Forms 1065, 1120, 1120S or Schedule C)

  • ​Balance Sheets for the last three fiscal years

  • Completed Mini Fact Finder (will be sent out in advance)

  • Most recent interim and fiscal year-to-date financial statements

  • List of One-Time/ Non-Recurring/ Non-Operating Revenues, Expenses, Gains and Losses (if applicable)

  • Schedule of Compensation Paid to each owner and family member for each year (W-2 and 1099 amounts)

How long does the valuation process take?

Our team aims for a two-week turnaround to go through the valuation process.

​

We schedule one or more meetings with you to review your business in detail, confirm assumptions, and ensure we fully understand the operations, financials, and any unique factors that may impact value. This step is critical to producing an accurate and meaningful result.

​

After the analysis is completed, we also meet with you to walk through the findings, explain the conclusion of value, and answer any questions you may have.

​

In most cases, the full process—from initial consultation to final review—takes 2-3 weeks, depending on the complexity of the business and how quickly information and meetings can be scheduled.

How often should a business be valued?

Many business owners benefit from updating their valuation every 1–3 years, especially if they are:

  • Planning for succession

  • Preparing for a sale

  • Seeking financing

  • Bringing in partners or investors

  • Experiencing significant growth

  • Updating insurance needs

Regular valuations help owners understand and track business value over time.

How do I get started?

Getting started is simple. Contact our team to schedule an initial consultation where we can discuss your goals, business structure, and the scope of the valuation engagement.

bottom of page