We help founders and operators determine how much their business is worth.
This translates to quick and simple valuation from an M&A team that is well-versed in your industry and the ins and outs of the market comps.
Our valuation process is fast and easy to understand
Step 1: Define the Goal
Understand your goals with a valuation
Step 2: Collect Financials
Gather your business’ financial data
Step 3: Analyze Financial Performance
Dive into your business’ historical financial performance over the last 3 years
Step 4: Assess Intangible Assets
Explore business’ reputation & client relationships that contribute to value
Step 5: Forecast Future Performance
Help you prepare financial forecasts and growth plans for the next 1-3 years
Step 6: Analyze To Comparable Market
Benchmark against market standards
Step 7: Apply Valuation Methods
Explore business’ reputation & client relationships that contribute to value
Step 8: Present Our Findings
Help you prepare financial forecasts and growth plans for the next 1-3 years
Step 9: Advise Strategically
Guide next steps, whether for a sale process, investment, or strategic planning
We understand the unique nuances of business valuations.
Leveraging our exclusive database of comparable transactions and our specialized valuation methodology tailored to your sector, our team stands ready to deliver accurate business valuations to founders.
We use an easy to understand pricing model
Our fee structure for valuation and investment banking services is clear and straightforward. A monthly fee and closing success fee covers the complete assessment needed to determine your business’ value for a potential sale, as well as running the entire M&A process from Consultation to Closing.
Less than $1M in annual revenue: $5,000 per month
Less than $10M in annual revenue: $10,000 per month
More than $10M in annual revenue: $15,000 per month
More than $20M in annual revenue: $20,000 per month
