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Valuation Services

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.

$68 Trillion

assets to be transferred from Baby Boomers to Gen X, Millennials, & Gen Z over the next 2 decades

51 in 100

businesses owned by Baby Boomers per Forbes, as of 2023

Succession Planning

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.

  • Unbiased, outside perspective
  • Get all stakeholders on the same page
Succession Planning
SBA Loans

SBA Loans

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.

  • 5-7 Business day turnaround for most requests upon receiving required information.
  • Flat price structure. 

SBA Quality of Earnings

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.

  • Cash proof, earnings normalization, add-back testing, and revenue-quality analysis
  • Clear, independent reporting designed for lender decision-making
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Succession Planning

Succession Planning

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.

  • Unbiased, outside perspective
  • Get all stakeholders on the same page

Litigation Support

Support your litigation strategies with an expert witness to provide credible assessment, examination, and trusted insight for your case.

  • Business Valuation Expertise
  • Expert Witness
Litigation Support
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Promissory Note Valuation

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.

  • Fast turnaround for most engagements
  • Fixed-fee pricing

84% of investors

consider a professional business valuation to be a critical factor in their investment decision-making process (National Venture Capital Association, 2022)

Ready to get going?
Request a quote today!