Business Valuations
Our Market Value Assessment™ is the most comprehensive valuation and exit planning tool on the market.
Absolute Clarity
Sharpen your decision-making with clarity on present and potential value.
Free Valuation Session
Value Acceleration Calculator ™
Create an additional $1 million of generational wealth using our complementary tool.
Market Value Assessment ™
Our comprehensive Market Value Assessment (MVA) ™ report delivers absolute clarity for owners looking to maximize the value of their company.
Educational
The MVA ™ educates shareholders on the valuation process and what buyers screen for prior to making an offer. Each page is visually-clear and concise.
Forward-Looking
The MVA ™ focuses on what you can do in the future to increase value, as opposed to looking at what happened in the past – something you can’t change.
Real World
Our report guides owners towards a practical go-to-market strategy, and is stress-tested in real world environments.
Inside the MVA ™
A step-by-step guide for increasing company value, specific to your business.
Parts 1 & 2
Executive Summary
A summary of the key takeaways and recommendations – your company’s current value, risk profile, industry multiples, and recommendations for improving saleability and sale price.
Part 3
Earnings
Our analysts normalize (adjust) your reported financials based on certain parameters to identify the true earning potential of your firm.
This normalization process creates a set of adjusted financials, which may be requested by potential buyers.
Part 4
Risk
The primary reason a company will fail to sell is that returns do not offset the risk associated with them.
Where risk is identified, it is likely easier to reduce risk than increase returns.
Part 5
Valuation
This section of the report compares eleven different valuation methodologies to determine a market value of your company.
Part 6
Market Value
This section outlines the exact range of values that buyers will be willing to pay for your business.
Part 7
Buyer Insights
Not all buyers are created equally.
This section outlines twelve different types of buyers in the market, the pros and cons of each, how much they are likely to pay, and how they typically structure a purchase.
Part 8
Value Enhancement
This section outlines clear steps to reduce risk in various areas, with the objective of increasing value.
Part 9
Efficiency
This section includes a benchmark analysis, break-even analysis, and sustainable growth analysis
Twenty industry ratios are utilized to grade your company based on efficiency.
Part 10
Value Gap
Using the findings in Part 9, this section identifies how much money will be left on the table at the time of sale as a result of certain inefficiencies.
Part 11
Cash at Close
This section identifies how much cash shareholders will walk away with upon closing, after all transaction costs.
Intended Use
Value Enhancement
Business Sale Preparation
Partner Buyout
Management Buyout
Transition to Children
Transition Planning
Strategic Planning
Attracting Equity Investment
Growth Financing
Business Acquisition Assessment
Divorce
Estate Planning
Exit Planning
Evaluating an Unsolicited Offer
One-Week Process
Schedule your free valuation with our Lead M&A Advisor, Scott Duke.
Step 1: Free Valuation
30-minute valuation call to determine your current market value.
Step 2: Data Collection
Our streamlined online form collects your detailed information in as little as 15 minutes.
Step 3: Initial Analysis
Our Valuation team completes a a preliminary analysis.
Step 4: Follow-Up with Owner
Our M&A advisor reaches out for additional clarity and information, as required.
Step 5: Report Delivery
Our 175-page MVA report is finalized and delivered to you, in electronic of physical formats.
Step 6: Shareholder Presentation
Our M&A advisor personally walks your shareholder group through the valuation on a 60-minute call.