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We specialize in helping privately held businesses—usually in the $5 to $20 million range—get clear, accurate, and defensible valuations. These are often family-run or founder-led businesses that have grown steadily over time. You're not running a Fortune 500 company—but you are running something valuable that deserves real recognition and respect.
Why You Might Need a Valuation
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Selling Your Business: You’ve built something meaningful, and when it’s time to sell, you want a number that reflects that. We help ensure you don’t leave money on the table—or price yourself out of the market.
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Bringing on Investors or Partners: Whether it’s equity for a key employee or outside capital for growth, knowing what your business is worth sets the stage for fair, informed conversations.
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Succession & Estate Planning: Transitioning ownership to family or preparing for future tax implications? A solid valuation is your foundation for doing it right.
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Divorce, Disputes, or Buyouts: Life happens. If equity needs to be split or someone’s leaving the business, an independent valuation helps avoid conflict and protect relationships.
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Strategic Decision-Making: Understanding your valuation over time can help guide growth decisions, identify weaknesses, or validate investments in operations or marketing.
What We Actually Do
Valuing a business isn't guesswork or a back-of-the-napkin exercise. We analyze:
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Cash flow and profitability
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Comparable market transactions
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Industry-specific risk factors
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Your company’s growth potential
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Tangible and intangible assets (like brand or customer base)
We use accepted methodologies like income, market, and asset-based approaches—whichever best fits your specific business and situation. Then we deliver a clear, defensible report that you can actually use—not a 50-page document full of jargon.
Why It Matters
A business is often your largest asset—but it’s also deeply personal. We get that. You’ve invested years (or decades) building something real, and you want the peace of mind that comes from knowing where you stand.
We bring experience, honesty, and precision to the process. No fluff. No inflated numbers to make you feel good today and create problems tomorrow. Just the truth—backed by real data and sound methodology.
If you’re thinking about a transition, facing a major decision, or just want a better handle on your financial future, let’s talk.
Know the number. Protect your legacy. Make smart decisions.