Planning your future sale starts with understanding your current value. Our annual appraisals ensure financial clarity and credibility, positioning your business for a profitable sale.
Regular business appraisals provide critical insights that help you make informed decisions, track progress, and prepare for future opportunities.
Measure year-over-year changes in your business value to validate your strategic decisions and identify areas for improvement. Annual valuations provide concrete metrics to gauge your business's trajectory.
Professional valuations strengthen your position when seeking loans or investment. Lenders and investors gain confidence from documented business value backed by expert analysis.
Whether your exit is imminent or years away, annual valuations help you understand what drives your business value and how to maximize it before selling or transferring ownership.
We employ multiple proven valuation approaches to provide a comprehensive and accurate assessment of your business's worth.
We analyze your business's ability to generate future cash flows, applying discounted cash flow (DCF) analysis and capitalization methods to determine present value.
Our comprehensive annual business appraisal provides actionable insights and detailed analysis to help you understand and grow your business value.
Detailed examination of your financial statements, including normalized income statements, balance sheets, and cash flow analysis to provide a clear picture of your business's financial health.
Comparison of your business's performance against industry standards and competitors to identify strengths, weaknesses, and opportunities for improvement in your specific market.
Analysis of your business's performance trends over time, highlighting areas of growth, stability, or concern to inform strategic planning and measure the impact of your decisions.
Identification of the specific factors that drive your business's value, with actionable recommendations for enhancing these drivers to increase overall business worth.
Customized advice on how to address weaknesses, capitalize on strengths, and implement changes that will positively impact your business value in the coming year.
Guidance on preparing your business for eventual sale or transfer, including timeline recommendations, value enhancement strategies, and potential buyer identification.
A mid-sized manufacturing company with $5M in annual revenue engaged our annual valuation services to prepare for an eventual sale. After their first valuation, we identified several key areas for improvement:
Over three years of implementing our recommendations and tracking progress through annual valuations, the company diversified their customer base, improved operational efficiency, and documented key processes. The result: a 40% increase in business value and a successful sale at a premium price.
Initial Valuation
$3.2 Million
Final Valuation
$4.5 Million
Value Increase
+40%
Start with a comprehensive business appraisal and gain the insights you need to make informed decisions, track your progress, and maximize your business value.
