Business Valuation Services

01 / What you get

A 25-40 page report that holds up to buyer scrutiny.

Most valuation reports are generated by software. Ours are built by certified M&A professionals using industry-specific transaction data and a recasting methodology that buyers actually accept.

Earnings recasting. Full SDE and adjusted EBITDA build, with documented add-back schedule.
Valuation range. Low, mid, and high based on industry-specific multiples.
Comparable transaction analysis. Recent comparable deals where data is available.
Risk factor scoring. Customer concentration, owner dependence, growth trend, recurring revenue.
60-minute review call. Walkthrough of the report with the advisor who built it.
Written addendum. Within 14 days of the call, addressing any follow-up questions.

02 / The process

Three weeks from kickoff to delivered report.

Intake and documents

30-minute kickoff call. We send a list of needed financials and operational documents. Three years of P&L, balance sheets, tax returns, and a few operational details.

Analysis and drafting

We recast earnings, build the add-back schedule, score risk factors, pull comparable transaction data, and draft the report. Typically 7 to 10 business days.

Delivery and review call

Report delivered as a PDF. 60-minute video call to walk through findings, defend assumptions, and answer questions. Written addendum follows.

03 / Pricing

Flat fee, no surprises.

Business Size	Report Type	Fee
Under $1M revenue	Standard valuation	$1,500
$1M to $3M revenue	Standard valuation	$2,500
$3M to $5M revenue	Expanded valuation	$3,500
$5M+ revenue or complex	Custom scope	$4,500+

Fee is fully credited against any sell-side advisory engagement initiated within 12 months.

04 / Common questions

Frequently asked.

How does your valuation differ from a software-generated report?

Software reports apply a generic multiple to reported earnings. They don't recast for owner add-backs, they don't account for industry-specific factors, and they don't carry a credentialed reviewer's name on the report. Most buyers and lenders will not accept a software-generated valuation as the basis for a transaction.

Is this a certified appraisal?

Our standard valuation is a market-based business valuation suitable for sale planning, partnership decisions, and lender review. For court-required certified appraisals (estate, divorce, IRS), we can deliver a USPAP-compliant version at a higher fee. Discuss your use case during the intake call.

What if my financials aren't clean?

Most aren't. Recasting messy financials is the largest part of what we do. We work with whatever you have. If your bookkeeping is far enough behind that we can't proceed, we'll tell you what needs to happen first and point you to a bookkeeper if you don't have one.

Can the report be used for an SBA loan?

Yes. SBA-eligible buyers regularly use our reports as the third-party valuation input to their lender. We can tailor the report scope to match SBA 7(a) requirements if known in advance.

Know what your business is actually worth.