Seventh Economy
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Your business is your legacy.
Discover its potential
Maximize its impact.

Get a business valuation report prepared by certified, in-house appraisers from Seventh Economy.

Who Needs Business Valuations?

Our comprehensive valuation reports are designed for various stakeholders in the business ecosystem.

Business Owners

Understand your company's true value for strategic planning, exit strategies, or growth initiatives.

Advisors

Provide your clients with accurate, defensible valuations to support their business decisions.

Lenders

Get reliable business valuations to support lending decisions and risk assessments.

Attorneys

Obtain credible valuations for litigation support, estate planning, or partnership disputes.

Why Business Valuation Matters

A professional business valuation provides critical insights that inform strategic decisions and protect your business interests.

Strategic Planning

Understanding your business's true value helps you make informed decisions about growth strategies, capital allocation, and long-term planning.

Exit Strategy

Whether you're planning to sell in the near future or years down the road, knowing your business's value is essential for maximizing your return.

Financing

A professional valuation strengthens your position when seeking loans or investment capital, providing lenders and investors with confidence.

Dispute Resolution

In partnership disputes, divorce proceedings, or other legal matters, an objective valuation provides a solid foundation for resolution.

Tax Planning

Accurate valuations are crucial for tax-related events such as estate planning, gifting of business interests, or establishing ESOPs.

Mergers & Acquisitions

Whether buying or selling, a professional valuation helps ensure fair pricing and provides leverage in negotiations.

Our Valuation Reports

We offer comprehensive business valuation solutions tailored to your specific needs and circumstances.

Annual Business Appraisal

Ideal for annual financial planning

  • Comprehensive financial analysis
  • Year-over-year performance tracking
  • Industry benchmarking
  • Strategic recommendations
  • Detailed financial projections

Ideal for annual financial planning, demonstrating your business's financial stability. Gain insights and make informed decisions.

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Essentials Valuation Report

Perfect for businesses under $750k revenue

  • Streamlined valuation process
  • Multiple valuation methods
  • Key performance indicators
  • Market analysis
  • Value enhancement strategies

Perfect for businesses with revenue under $750k, essential for buying or selling. Get a clear understanding of the business's value and potential.

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Certified Summary Report

For complex needs and official purposes

  • Certified by accredited appraisers
  • Comprehensive financial analysis
  • Defensible in legal proceedings
  • Compliant with IRS requirements
  • Detailed supporting documentation

Ideal for complex businesses, IRS submissions, litigation, and bank loans. A certified summary of your business's value with comprehensive documentation.

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Our Valuation Process

We follow a rigorous, transparent process to ensure accurate and defensible business valuations.

1. Initial Consultation

We begin with a thorough discussion to understand your business, goals, and the purpose of the valuation.

2. Information Gathering

We collect financial statements, tax returns, and other relevant documents to build a comprehensive understanding of your business.

3. Financial Analysis

Our experts analyze your financial data, normalize financial statements, and identify key value drivers.

4. Industry & Market Research

We research industry trends, market conditions, and comparable businesses to provide context for your valuation.

5. Valuation Analysis

We apply multiple valuation methodologies appropriate for your business type, size, and industry.

6. Report Preparation

We prepare a comprehensive valuation report that clearly explains our methodology, findings, and conclusions.

7. Review & Consultation

We review the valuation report with you, answer questions, and provide insights on how to leverage the valuation for your specific needs.

What Our Clients Say

Michael Johnson

Business Owner

"The valuation report provided by Seventh Economy was comprehensive and insightful. It gave me a clear understanding of my business's worth and helped me make informed decisions about my exit strategy."

Sarah Thompson

Financial Advisor

"As a financial advisor, I've worked with several valuation firms, and Seventh Economy stands out for their thoroughness, expertise, and clear communication. Their reports are detailed yet easy to understand."

David Rodriguez

Attorney

"The certified valuation report from Seventh Economy was instrumental in resolving a complex partnership dispute. Their methodology was sound, and their expert testimony was invaluable."

Frequently Asked Questions

How long does a business valuation take?

The timeline varies depending on the complexity of your business and the type of report. Typically, our Essentials Report takes 7-10 business days, while our Certified Summary Report may take 2-3 weeks to complete.

What information do I need to provide?

Generally, we require 3-5 years of financial statements, tax returns, information about your assets and liabilities, details about your operations, and industry information. We'll provide a comprehensive checklist during our initial consultation.

How often should I get my business valued?

We recommend an annual valuation to track your business's growth and make informed strategic decisions. However, valuations are also important before major events such as selling your business, seeking investment, or for tax planning purposes.

Are your valuations accepted by the IRS and courts?

Yes, our Certified Summary Reports are prepared according to professional standards and are accepted by the IRS, courts, and financial institutions. Our valuation experts are credentialed and experienced in providing testimony when needed.

How much does a business valuation cost?

The cost varies based on the complexity of your business and the type of report you need. Our Essentials Report starts at a more accessible price point, while our Certified Summary Report is more comprehensive and priced accordingly. Contact us for a personalized quote.

Ready to Know Your Business's True Value?

Contact us today to discuss your business valuation needs and discover how our expert appraisers can help you make informed decisions about your business's future.