Studies show that 74% of business owners have most, if not all, of their wealth tied up in their business, and are counting on the proceeds of the sale to fund 80% to 100% of their retirement.
This illustrates what both sweat equity and a lack of diversification look like. The risk profile raises further when you learn that less than 5% of business owners know the value of their business.
Business valuation is a complex topic. For the business appraiser, it requires a great deal of technical skill, knowledge of accepted practices, access to a wide variety of tools and datasets as well as the ability to manipulate, interpret and package the data.
For our clients, it is nowhere near as difficult.
Our streamlined process only requires you to provide us with several years of financial statements and answer a handful of questions. We do the rest in a fast, efficient, and user-friendly manner.
Start the Process with a Free Consultation
Your engagement starts with a free consultation to discuss your valuation needs. You’ll engage directly with our team and will experience an organized and secure data collection process if you choose to move forward.
Your certified business valuation will help you:
- Determine if an acquisition offer is sound.
- Resolve estate and gift tax disputes.
- Determine assets in a pending divorce.
- Buy out partners in your business.
- Work with partners who are seeking to sell.
- Provide reliable data from an industry expert in a contested estate.
Will My Information Be Secure?
Yes. As a new client, you will register to gain access to our secure portal. The portal will be used to collect information and provide your completed valuation report once it is ready. You will not send us sensitive documents and information over unsecured email.
For returning clients, please login anytime to add or edit your information. You will be notified via email when your report is ready for download.