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Our Process

How does it work? Valuation is a complex process, but we've done our best to make it as simple as possible.

Here's what to expect when getting a valuation with us.


Request Your Valuation

Get started now!


Complete an Engagement Letter

Once you're ready to move forward, we'll get you an engagement letter to sign and return.


Gather Your Financial Information

Here's what you'll need to collect:

  • 3-5 years of income statements.
  • Balance sheets for each end period date.
  • Information on compensation for owners, with as much detail as possible.
  • Some kind of management estimate of the actual market value of fixed assets.

Complete the Questionnaire

You will be walked through a series of questions to help us provide context for your business and situation. This step will also walk you through sending documentation needed for the valuation.


Valuation Compiled & Returned

In 5-7 Business Days, upon receiving all of your information, we'll get you your completed valuation.

Have some questions?
Shoot us a message, and we'd be happy to help!