Attract the right buyers and minimize time to sale.
Make retirement plans using accurate numbers.
Walk into legal disputes with a defensible valuation.
Certified business valuations fuel wise financial decisions.
Too many business owners guess at their company’s worth and wind up paying for it down the road in time, money, or both.
But when you have a true picture of your company’s value, you can approach opportunities and challenges like business sales, buyouts, and partnerships with clarity—and make better decisions, faster.
Invest a little to save a lot.
Most people think business valuations are outrageously expensive. But the truth is, they can save you money.
Our business valuation services allow you to:
Have an accurate understanding of how your business will affect your retirement.
Price your business just right to maximize ROI and minimize time to sale.
Increase buyers’ financing options with a third-party valuation report.
Calculate appropriate employee benefits based on business value.
Pay only your fair share in legal proceedings, such as a divorce or partner buyout.
Lean on our Registered Investment Advisory services for financial planning before and after your business sells.
Fast, flat-rate business valuation reports.
You’ll get a report tailored to your company’s size and valuation needs. Each option provides accurate, method-based valuations to support informed business decisions
“I’ll just have my accountant do it.”
Sure, CPAs can offer a rough guesstimate of how much your business is worth. That’s actually called a business appraisal (as opposed to a business valuation) and has limited use.
Unless your CPA is a Certified Valuation Analyst®, they don’t have access to the information and tools required to calculate a precise, defensible valuation.
Don't chance it. I’d love to help.
Hey! I’m Brock.
I understand how important your business is to you. And I know how vulnerable it can feel to have someone else tell you what it’s actually worth.
And when I say “I understand,” I genuinely do. I have experience selling my own business, and I’ve valued dozens of other businesses—including as an expert witness in complex litigations.
More than anything, I want you to know that I care deeply about small business owners. And as a fiduciary, I’m bound to a Code of Ethics that looks out for your best interests above all.
You deserve to know the value of your work and what you could receive in return for the risks you've taken as an entrepreneur. I’d be so honored to help you take care of business.
Peace of mind starts here.
Here’s how business valuations work:
Tell us what you need
We’ll do a consultation to determine the appropriate level of valuation.
Send over your documents.
Our simple checklist makes easy work of gathering what we need.
Feel confident about your valuation.
Walk away with accurate numbers so you can make good decisions.