Each year, only 20% of businesses listed for sale actually sell. Of those that don’t, the primary reason is incorrect pricing. Our valuation process solves for that and provides an accurate assessment of your company’s fair market value so you can make the decision that is right for you. The timeframe varies by client but typically ranges between 4–6 weeks.

We explain the valuation process and discuss your goals, objectives, and the purpose of the business valuation engagement. Advisors provide a quote and engagement summary that outlines the scope of our service offering, the expected timeline, and the fee for services.

We evaluate all aspects of your business, from historical financial statements and forecasts to employee, customer, and competitive data. Next, we interview owners and key stakeholders, while researching the industry, economic drivers, and other issues at this stage of the valuation process.

We determine the most appropriate valuation methodologies based on synthesizing the data, documentation, interviews, and independent research. The goal is to provide a customized, comprehensive, and defensible business valuation.

We review the report to ensure a thorough understanding of its conclusions and the proper steps to implement any action items it spurs.