Executive Business valuation

Trusted Valuation Solutions
for Business Owners

Who's This Perfect For

Business Owners Planning to Sell

Understand your company's true market value before listing it to sell to maximize your exit.

Partners Considering a Buyout

Determine a fair price when buying out a co-owner or structuring a buy/sell agreement.

entrepreneurs exploring
growth strategies

Use a valuation to attract investors, secure financing, or guide strategic planning.

Next Generation of
Business Ownership

Ensure accurate business valuation for family succession planning.

Business Owners Seeking Insurance Coverage for
Buy/Sell Agreements

Establish the correct coverage amount to protect against an unexpected ownership transition.

Business Owners Engaging in Tax Planning

Minimize tax liabilities and comply with IRS regulations for gifting, estate or succession transfers.

Companies Preparing for Mergers and Acquisitions

Assess fair market value to support negotiations in mergers, acquisitions, or consolidations.

Owners Looking to Secure Business Loans

Banks and financial institutions often require an independent valuation for lending purposes.

Franchise Owners Selling or Expanding

Determine the fair market value of a franchise location when selling or purchasing additional units.

Get the Clarity You Need to Succeed!

Frequently Asked Questions

The Answers You Need to Move Forward with Confidence

What’s the difference between a broker’s estimate and a professional valuation?

A broker’s estimate is an informal ballpark figure, often based on industry averages and past deals. A professional valuation is a comprehensive, data-driven analysis that considers financial performance, market trends, risk factors, and lender requirements. It results in a defensible, well-documented valuation that stands up to buyer scrutiny and supports negotiations.

Why can't my CPA do my business valuation?

Your CPA focuses on taxes and financial reporting, whereas a business valuation requires specialized expertise in market trends, deal structures, and buyer behavior. A certified valuation professional applies multiple valuation methodologies to ensure your business’s worth is accurate, market-supported, and financeable—something a CPA’s tax-based financials don’t account for.

Can I just use an online business valuation calculator?

Online calculators provide general estimates based on limited data, often missing key financial and industry-specific details. Our Executive Business Valuation is conducted by NACVA Certified Appraisers, ensuring a thorough, accurate, and supported valuation that you can rely on for negotiations and strategic planning.

Is my valuation confidential?

Yes. Your financial data and valuation report are handled with strict confidentiality and are never shared without your consent. We follow professional standards to ensure your privacy and data security.

How often should I update my business valuation?

Your business’s value changes over time due to market conditions, financial performance, and industry trends. We recommend updating your valuation every 12-24 months or whenever there’s a significant change in revenue, profitability, ownership structure, or strategic goals. Staying up to date ensures you’re always prepared for opportunities like selling, expansion, or securing financing

How accurate is this valuation compared to what my business will actually sell for?

Our Executive Business Valuation uses market-driven data, industry benchmarking, and financing insights to provide a realistic, defensible market value. While final sale price depends on buyer demand, deal structure, and market conditions at the time of sale, our valuation helps you set an asking price that aligns with what serious buyers are willing to pay.

Do I really need a valuation if I’m not selling right now?

Absolutely! A business valuation is useful for exit planning, strategic growth, partnership buyouts, estate planning, and securing financing. Knowing your business’s worth now allows you to increase its value over time and be prepared when the right opportunity arises.

How long will the valuation process take?

Most valuations are completed within 4-6 business days, depending on the complexity of your business. We take the time to analyze financials, apply industry benchmarks, and ensure critical factors are accounted for, so you receive a precise and defensible valuation.

What if the valuation comes in lower than I expected?

A valuation isn’t just a number—it’s a roadmap for increasing value. If the valuation is lower than expected, it helps you identify areas for improvement before going to market. Plus, pricing realistically attracts serious buyers, reduces time on the market, and strengthens your negotiation position.

Can I use this valuation to negotiate with investors or partners?

Absolutely! Our Executive Business Valuation provides a detailed, data-backed assessment of your business’s worth, making it a powerful tool for negotiations. Having an independent, certified valuation ensures that all parties have a clear, objective understanding of value, reducing disputes and strengthening negotiations.

Our Expertise

Our Executive Business Valuations are conducted by NACVA Certified Appraisers, ensuring a thorough, accurate, and defensible assessment of your business’s value.

With deep expertise in valuation methodologies, financial analysis, and market trends, our team provides valuations that stand up to scrutiny—whether for selling, buying, financing, or strategic planning.