Meaningful Planning Requires Accurate Data

The most common complaint that we receive from private equity representatives is that owners vastly overvalue their businesses and then demand unobtainable sale prices based on the overvaluation.
— John Brown, Founder of the Business Enterprise Institute

Estimate of Business Value 

Too often business owners rely on a “back of the envelope” estimate of value for what is typically their largest asset…their business.

Our Estimate of Value provides the needed “reality check” you will need for meaningful financial and business succession planning.

  • Test your current financial goals for your business exit strategy

  • Three-year snapshot of business income, assets, and liabilities

  • Comparative financial analysis including key performance indicators

  • Competitive ratio analysis comparing performance of your business against peers

  • An estimate of value for planning purposes

From the time we receive all needed financial data, we can typically respond with a valuation report within two weeks.


Face reality as it is, not as it was or you wish it to be.
— Jack Welch

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