Business Valuations

Why would anyone want a business valuation?

If you rent or own your home, you know the value of that property because of our lease agreement or tax bill we receive every year. However, your business, likely your largest asset - do you know what it is worth? 

A business valuation helps establish a baseline value which enables you to create more informed financial goals, business strategies and marketing objectives. Business valuations allow you to understand your company's potential for growth and innovation.

How does a business valuation help?

Benefits of your valuation:

  • You gain a better understanding of your company assets
  • For better or worse you gain knowledge of your resale value
  • Eliminates the guess from your quick google search
  • Provides position of strength when you are ready to sell
  • Makes trust and estate planning easier
  • Helps your relationship with your lenders
  • Helps define buy/sell agreements
  • Helps identify gaps in Key Member insurance programs

Who needs a business valuation?

Type of businesses that benefit:

  • A family-owned business looking to create or update their estate plans or trusts
  • A business owner that is 12-36 months for selling
  • A partnership that is being developed or dissolved
  • A business wanting to leverage the business for capital improvements or acquisitions

What do I need to be prepared for a valuation?

Items and considerations:

  • We will need your NAICS industry code (typically the same used for tax purposes)
  • Your current balance sheet to identify your assets and liabilities
  • Ideally current year and past three years income statements
  • Prepare for questions around the risks of your business; such as the quality of your financials, revenue, diversification, management, industry, and competition

How much does a valuation cost?

Get your free quote:

Fill out our quote request form and we will contact you with your free quote.

Business Valuation Quote Request

Interested?

Book your no-obligation pre-planning session now.

30 Min Chat
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