Understand Your Business's
True Value
Receive a clear and comprehensive valuation from experts who understand SMBs
Whether you’re planning to sell, seeking financing, or implementing stock options, our valuation services provide the insights you need to move forward with confidence.
SCHEDULE A MEETING WITH EXPERTS
SCHEDULE A MEETING WITH EXPERTS
Understand Your Business's
True Value
Receive a clear and comprehensive valuation from experts who understand SMBs
Whether you’re planning to sell, seeking financing, or implementing stock options, our valuation services provide the insights you need to move forward with confidence.
SCHEDULE A MEETING WITH EXPERTS
Understand Your Business's True Value
Receive a clear and comprehensive valuation from experts who understand SMBs
Whether you’re planning to sell, seeking financing, or implementing stock options, our valuation services provide the insights you need to move forward with confidence.
OUR CORE SERVICES
BUSINESS VALUATION
- Value enhancement Sell-side readiness
- Financial statement optimization
- Growth strategy development
- Succession planning
- Strategic alternatives assessment
FINANCIAL ADVISORY
- Litigation support
- Damage & loss calculations
- IP valuations
- Shareholder dispute valuations
COMPLIANCE & REPORTING
- Purchase Price Allocations
(ASC 805) - Stock Compensation
(ASC 718, IRC §409A) - Impairment Testing
(ASC 350) - Mark to Market (ASC 820)
- Estate & Gift Tax Valuations
M&A ADVISORY
- Pre-merger readiness assessment
- Maturity assessment & transformation
- Post-merger integration planning
- Wealth transfer planning
When Is Professional Valuation
Advisory Essential?
Selling Your Business:
Understand your company’s market value and strengthen your negotiating position
Securing Financing:
Support loan applications with credible valuations that banks trust
Raising Capital:
Back your funding discussions with detailed financial analysis
Stock Incentives:
Create meaningful equity compensation plans for key employees
Our Proven Process
Discovery Meeting:
Turn your goals into action.
We dive deep into understanding your business story, strategic objectives, and timeline to ensure your valuation serves your bigger picture.
Financial Analysis:
Beyond the numbers.
We analyze your financial performance, uncover hidden value drivers, and identify opportunities that others might miss. Your business isn't just about historical data – it's about future potential.
Market Research:
Gain strategic insight.
We examine your industry dynamics, analyze comparable companies, and evaluate market trends to position your business in the right context.
Detailed Report:
Clarity meets confidence.
We deliver comprehensive analysis with clear, actionable insights that withstand scrutiny and provide a solid foundation for decision-making.
Strategic Review:
Chart your path forward.
We'll walk through the findings together, answer your questions, and outline strategic recommendations to help you achieve your goals – whether that's increasing value, preparing for a sale, or planning for growth.
Valuation Experts You Can Trust
20+ years of valuation expertise serving clients from family businesses to private equity firms.
Our valuation experts hold advanced credentials from leading institutions including AICPA, NACVA, CFA Institute, and ASA, delivering audit-ready valuations that stand up to scrutiny.
Maximize Your Business Value with
Salability Assessment
Improvement Areas
We conduct a thorough review of operational efficiency, organizational structure, and growth potential to uncover enhancement opportunities.
Readiness Assessment
We evaluate business maturity, documentation completeness, and potential risk factors to determine market readiness.
Business Valuation
We establish your company's current market value while identifying key drivers and analyzing financial performance metrics.
Market Analysis
We examine industry trends and competitive positioning to identify strategic market opportunities for your business.
Action Strategy
We develop prioritized enhancement initiatives with clear implementation timelines and measurable objectives.
As a former business owner, I understand the challenges you face and where blind spots may reveal themselves. I love being able to provide business owners the insight I wish I'd had years earlier. The reality is: what you don't know can cost you. The right guidance shouldn't only clarify your worth, it should transform it into a competitive advantage.” Joy Taylor, Managing Director
Joy Taylor, Managing Director
Common Questions We Answer
Your valuation is just the beginning. As your valuation advisor, here’s what we can answer for you:
- "How can I increase my company's value?"
- “What do buyers look for?"
- "Which metrics matter most?"
- "It sounds good, but how do I know for sure?"
- "Where should I focus my growth efforts?"
- "How do market conditions affect my value?"
- "What's my best strategic path forward?"
Start With a Conversation
Let's discuss your business goals and how we can help you achieve them!
