Business valuations for your clients
For CPAs, attorneys, lenders and financial advisors whose clients need to know what a business is worth. We work alongside you, keep you informed, and never step on your relationship.
When to send a client our way
You’re often the first to hear that an owner is thinking about selling, bringing in a partner, or facing a dispute. A credible valuation helps you advise them.
CPAs and tax advisors
Owners asking what their business is worth, exit and succession planning, or gifting shares where the value is reported to the IRS.
Divorce and family law attorneys
When a business is part of the marital estate and both sides need a number that holds up.
Business and estate attorneys
Partner and shareholder buyouts, buy-sell agreements, and estate planning that involves a closely held business.
Lenders and financial advisors
Owners whose net worth is tied up in their company, or who are refinancing, buying out a partner, or planning retirement.
How we work with you
Introduce your client
Send the form below or call. Tell us the situation and whether you’d like to be copied on everything.
We scope it together
We confirm whether a fixed-price package fits, or whether the situation calls for a custom-priced Certified Valuation.
We work from your numbers
With your client’s permission, we collect financials directly from you, so your client isn’t chasing documents.
You see the results
The report is written in plain language. We’re glad to walk you and your client through it together.
Why professionals refer us
A broker’s view of value
Valuations are led by a licensed business broker with more than 20 years of buying and selling businesses, so the number reflects what buyers actually pay.
Real market data
Market multiples from private-company sale transactions in your client’s industry, plus eight financial ratios benchmarked against similar businesses.
Discreet and fast
Reports are ready 7–12 business days after we have the financials. Every engagement is confidential.
Nationwide
We work by phone and video with owners in all 50 states and Washington, D.C.
Refer a client
Share your contact details and a little about the situation. We’ll reach out to you first, not your client, unless you tell us otherwise.
Prefer to talk? Call 251.850.5550.