15+ years of experience supporting small business owners, lenders, and attorneys with business valuations. Our fast turnaround time and singular focus provide support for you without competing interests.
assets to be transferred from Baby Boomers to Gen X, Millennials, & Gen Z over the next 2 decades
businesses owned by Baby Boomers per Forbes, as of 2023
Eventually, you WILL leave your business. As you embark on the planning process, we can help you understand how the market will be likely to value your business.
We provide fast turnaround and a comprehensive report for your lending needs. With more than 15 years of experience with both PLP and non-PLP lenders, we can help you meet the requirements of SOP 50 10 8.
Independent Quality of Earnings analysis for qualifying SBA 7(a) change-of-ownership transactions. We evaluate historical earnings and develop normalized earnings to support lender due diligence and debt-service coverage analysis.
Eventually, you WILL leave your business. As you embark on the planning process, we can help you understand how the market will be likely to value your business.
Support your litigation strategies with an expert witness to provide credible assessment, examination, and trusted insight for your case.
We provide independent, credentialed valuations of seller notes and other privately held debt instruments for transactions, planning, and litigation. Our analysis considers note-specific risk and market-required returns to provide a transparent, defensible valuation.
consider a professional business valuation to be a critical factor in their investment decision-making process (National Venture Capital Association, 2022)