Value is more than a number

Your retirement. Your Legacy. Your Future.

Most owners have 70-80% of their net worth trapped in the value of their business. We believe valuation is the logical starting point for discussing the sale of your business. It can also be the basis for strategic planning that will build value in your business prior to selling.

Whether you’re ready to sell today — or ready to start planning for a future sale — it all starts with understanding how buyers will value your business.

OUR VALUATION IS FOR

Owners who are ready to sell.

Owners who are planning to sell in the next 6-36 months.

Owners who want to increase the value of their business.

Internal decision making

Profitable businesses 

IT IS NOT FOR

Estate planning

Tax purposes

Divorce or litigation

Bankruptcy

Distressed businesses

ESOP’s

Reports required to be certified

10 THINGS YOU'LL NEED TO GET STARTED

VALUATION CHECKLIST

PROFIT & LOSS STATEMENTS: P&L’s from the last three fiscal years. Depending on what time of year it is, you may need to pull an interim report for year-to-date and/or the last 12 months.
BALANCE SHEETS: Year-end Balance Sheets from the last three fiscal years, and a current one.
TAX RETURNS: Corporate tax returns for the last three fiscal years.
CASH FLOW STATEMENT: Also for the last three fiscal years. These are nice to have, but not necessary.
BUDGETS: If you create budgets at your business, you’ll want to provide them.
FORECASTS: If you have forecasts for the current year and beyond, by all means share them. Growth will be part of the valuation conversation.
PREVIOUS VALUATIONS: If you’ve ever had a valuation done, even if it was an informal calculation done for internal purposes, share that information with the valuation analyst.
SALES BY CUSTOMER: A valuation analyst will want to determine what, if any, customer concentration exists in your business.
OWNER COMPENSATION: This includes all salary, bonuses, health & other insurance benefits, and any non-business expenses that are run through the business that benefit owners.
ADJUSTMENTS: Any one-time or non-recurring expense/income on the P&L and any non-business assets or liabilities on the Balance Sheet.

GET THE CONVERSATION STARTED

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