For business owners

Business Valuation Consultation

Put a defensible number on what you have built

A planning-level valuation you can carry into a buy-sell, a succession conversation or an insurance application — delivered as a written assessment, not a verbal estimate.

Book this conversation

$150 consultation1.5 hours

What this covers

  • Planning-level business value assessment
  • Insurance needs sizing based on business value
  • Succession planning and buy-sell agreement review
  • Written assessment report with recommendations

How it works

    • Two to three years of financial statements or returns
    • The ownership structure and any existing agreements
    • Revenue concentration — which customers carry the business
    1

    Before we meet

    We collect the financials and the ownership picture, which together determine both the number and how defensible it is.

    • The methods applied, and why each fits your business
    • Where the number is sensitive, and to what
    • What the figure means for buy-sell funding and key-person cover
    2

    In the meeting

    We work through the valuation with you rather than handing you a figure, so you can defend the assumptions later.

    • The valuation and the assumptions behind it, in writing
    • Insurance sizing derived from the number, not guessed at
    • A review of any buy-sell agreement already in place
    3

    What you leave with

    A written assessment with the reasoning visible, sized so it can be used in the conversations it was built for.

Questions people ask first

How we are paid

$150 consultationImplementation engagement: $1,500

Reports follow AICPA valuation standards (SSVS No. 1). Flat fee for planning · No commissions on this engagement.

Start with the Business Valuation Consultation

Planning-level business value assessment for succession, buy-sell, and insurance sizing

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