Understanding what your business is worth—and what it can realistically sell for in today’s market—is the foundation of a successful exit. We offer two levels of valuation depending on your objectives, timing, and the level of precision required.
Our Quick Look Valuation is designed to establish a credible, market-informed value range—fast.
Using the most recent three years of tax returns and financial statements, we perform a high-level cash flow analysis and apply current market multiples based on comparable transactions, industry trends, and buyer demand. This process allows us to identify a realistic value range that your business could command today.
This is not a “rule of thumb” estimate—it’s an informed, experience-driven assessment grounded in how buyers are actually underwriting deals in the current market. Interesting fact: we often produce and close valuations higher than your CPA’s; ours is practice, not theory.
This is typically the right starting point for owners who are exploring a sale, planning ahead, or simply want to understand where they stand.
For owners preparing to go to market—or those who want a defensible, highly supportable valuation—we offer a rigorous, diligence-level analysis.
This builds on the Quick Look framework but goes deeper. We conduct a detailed review of financials, normalize earnings with fully documented add-backs, and evaluate the qualitative drivers of value—such as earnings consistency, customer concentration, operational structure, and the owner’s role in the business.
We also incorporate relevant market comparables and buyer behavior to arrive at a valuation that reflects not just theoretical worth, but what we are confident the business can sell for in today’s market.
Includes:
Deliverable: A concise valuation summary supported by a comprehensive cash flow worksheet
Cost: Engagement-based (discussed upfront)
This is the number we stand behind—one we are prepared to take to market and defend with buyers, lenders, and advisors alike.
The Exit Team is ready to guide you through the process. We have the proven selling processes, documentation, forms, marketing materials and buyers ready to help you exit successfully. If you’ve reached this part of the page, you’re probably ready for the next step. Start with a short conversation, a Quick Look Valuation, and go from there.
We’re ready; let’s go!