OUR REPORTS

Dive Into Our Comprehensive Suite of Valuation Reports

Unlocking Opportunities and Meeting Needs Across Every Business Stage

Image link

Our valuation reports are accurate, actionable, and fit-for-purpose

Accurate
Prepared by certified appraisers, our reports adhere to USPAP and NACVA standards, ensuring reliability and accuracy you can trust.
Actionable
Our reports pinpoint key value drivers, empowering you to strengthen positives and mitigate negatives impacting your business value.
Fit-for-Purpose
Whether you're planning to sell, seeking financing, or simply want to understand your business's value better, our suite of reports offers versatile solutions to meet your needs.

Calculation of Value

This report provides a straightforward estimate of your business’s likely market selling price with a less rigorous analysis than a formal valuation. It is ideal for business owners seeking a quick, reliable estimate without the need for a detailed report. This report is not suitable for legal applications but is perfect for selling a business, exit planning, buying a business, strategic planning, and annual appraisals.

Preliminary Business Insights
Helps owners understand their business’s potential value before making significant decisions.
Non-Legal Applications
Not suitable for legal purposes but perfect for informal business decisions.
Quick and Cost-Effective
Offers a fast, affordable way to gauge your business’s worth without the need for a full, detailed report.
Foundation for Further Analysis
Serves as a stepping stone for more detailed valuations if needed.
Image link

Price Range:

$2,500-$6,000

Lead Time:

5-14 Days

Trusted by hundreds of businesses
across countless industries

Image link

Price Range:

$10,000-$15,000

Lead Time:

21-28 Days

Trusted by hundreds of businesses
across countless industries

Certified Summary Valuation

This comprehensive report meets the needs of legal and formal applications, providing a thorough exploration of all aspects of the business. It offers a balanced approach with detailed insights into your business’s value, making it suitable for partnership buy-outs, legal disputes, divorce settlements, gift/estate planning, employee benefit plans, and complex buy/sell transactions. While it provides substantial detail, it is tailored for situations requiring formal recognition without the exhaustive depth of the Certified Detailed Valuation.

Comprehensive Analysis
Explores all aspects of the business for a well-rounded valuation.
 
Detailed Financial Analysis
Includes a thorough review of your company’s financial health and performance.
Credible and Compliant Reporting
Meets stringent NACVA and USPAP standards, ensuring high credibility and legal compliance for formal applications.
Fit-for-purpose
Tailored to meet specific needs and circumstances, such as legal disputes or partnership agreements.

Certified Detailed Valuation

This report provides an exhaustive and meticulous analysis of your business, offering the deepest level of insight and clarity. It includes a comprehensive examination of your company’s history, industry context, economic conditions, and financial performance. It is designed to withstand rigorous scrutiny, making it ideal for high-stakes situations such as capital raises, complex litigation, and startup funding. It delivers unparalleled detail and precision, ensuring that every aspect of your business’s value is thoroughly understood and accurately assessed.

Thorough and Accurate
Offers an extensive evaluation of your business, covering all aspects from company history and performance to market conditions and outlook, providing the highest level of throroughness and accuracy in a valuation.
High-Stakes Situations
Perfect for significant investment decisions and complex financial transactions.
No Stone Left Unturned
Dives deep into each facet of your business that impacts value, including financials, industry trends, and economic factors.
Thorough Documentation
Designed to withstand rigorous scrutiny with extensive documentation and reasoning behind the valuation conclusion.
Image link

Price Range:

$25,000+

Lead Time:

28-35 Days

Trusted by hundreds of businesses
across countless industries

Image link

Price Range:

$2,500-$5,000

Lead Time:

7-14 Days

Trusted by hundreds of businesses
across countless industries

Valuation and Marketability Improvement Analysis

Our Valuation and Marketability Improvement Analysis Report empowers business owners to maximize their business's potential by analyzing all factors that impact its value—both enhancing and detracting—and providing actionable steps to optimize value. It offers proactive business owners a clear view of what drives company's worth, an evaluation of potential changes and their impacts to enhance your business's value, and a roadmap to implement those value-adding changes.

This report is designed as an add-on to any of our Certified Valuation reports.

Comprehensive Value Breakdown
Dive deep into all factors affecting your business's value. This report uncovers both value-boosting and value-reducing elements, providing a clear picture of what drives your business's worth.
Certified Report Add-On
Enhance your Certified Summary or Certified Detailed Valuation with this add-on, leveraging the foundational valuation to provide forward-looking strategies.
Actionable Growth Plan
Receive a step-by-step strategy to increase your business's value. Each recommendation comes with specific, measurable outcomes, ensuring you know the exact impact of each action on your business's value.
Competitive Edge
Identifies ways to outperform competitors by leveraging unique strengths and opportunities.

Annual Update

Our Annual Update service ensures that your business valuation stays current, reflecting the latest market conditions and company performance. This optional addition updates any previously purchased report, providing a trend analysis over time. It helps business owners stay informed about their company's value trajectory, making it easier to plan for the future and respond to changes.

Streamlined Analysis:
Builds on the initial valuation with a concise and efficient update.
 
Richer Understanding of Value
Annual updates provide multiple reference points over time, offering a comprehensive view of how value drivers have contributed to the business's growth trajectory. This ongoing insight allows for strategic adjustments and informed decisions that maximize long-term value.
Current Market Updates
Ensure your valuation reflects the latest economic and industry trends with consistent updates.
Performance Monitoring
Keep an eye on key metrics and their impact on your business value.
Image link

Price Range:

50% of regular price

Lead Time:

7-14 Days

Trusted by hundreds of businesses
across countless industries

Take the first step towards understanding and maximizing your business's value.

Schedule Your Free Consultation Today

Trusted by hundreds of businesses across countless industries