Meaningful Planning Requires Accurate Data
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.