An analyst reviewing a profit and loss statement with a business owner
Complimentary Business Valuation

Find Out What Your Business Is Worth

A complimentary, confidential valuation consultation backed by more than 40 years of experience analyzing businesses of every size.

A Real Number, Not a Rule of Thumb

Valuation is the single most important step in any sale. Price too high and the business sits. Price too low and you leave money on the table. We analyze your financials, market and comparable sales to land on a number buyers and lenders will support.

  1. Financial review

    Recast earnings to show true owner benefit, adding back one-time and discretionary expenses.

  2. Market position

    Customers, competition, growth trends and how buyers view your industry today.

  3. Comparable sales

    What similar businesses have actually sold for, not what they were listed at.

  4. Lender lens

    Whether the price can be financed, because most buyers will need an SBA or conventional loan.

  5. Your range and drivers

    A defensible value range and the specific factors that move it up or down.

An analyst reviewing a profit and loss statement with a business owner

What to Bring to the Conversation

The more we see, the sharper the number. Everything stays confidential.

  • Three years of tax returns and profit and loss statements
  • A current balance sheet and year-to-date results
  • A list of major assets, leases and key contracts
  • Your goals for price, timing and your role after the sale
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Common Questions

Yes. The initial valuation consultation is complimentary and there is no obligation to list your business with us.
The first conversation takes about an hour. A written opinion of value follows once we have reviewed your financials.
No. A broker opinion of value is built for pricing a sale in the current market. If you need a certified appraisal for estate, legal or tax purposes, we can refer you to a qualified appraiser.

Find Out What Your Business Is Worth

A complimentary, confidential valuation consultation for owners anywhere from Richmond to Philadelphia. No obligation, and nobody else will know you asked.

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