Business Valuation Services
Objective, lender-friendly valuations for buy/sell, SBA loans, and partner changes.
Why an Independent Business Valuation?
Lender-ready & SBA-friendly
Supportable, standardized presentation.
Industry comps & multiples
Sector, size, and growth adjustments.
Normalizations & add-backs
Clear SDE/EBITDA bridges.
Clear conclusion of value
Executive summary & appendices.
Income Approach (DCF/SDE)
Forecasts, discount rates, SDE to EBITDA bridges.
Market Approach (Comps/Multiples)
SIC/NAICS peers with adjustments.
Asset Approach (Net Assets/Intangibles)
When earnings aren’t the primary driver.
What You Receive
Executive Summary
Methods & Assumptions
Normalizations
Risk Factors
Conclusion of Value
Appendices (comps & financials)
Process
- Step 1: Discovery call and scope
- Step 2: Data requests & review
- Step 3: Analysis and draft report
- Step 4: Management review session
- Step 5: Final report delivery
FAQs
How long does it take?
Typically 2–3 weeks depending on data readiness.
What documents do you need?
3 years of P&L/Balance Sheet, TTM, and tax returns where available.
Can you talk with my lender?
Yes—our format supports common lender expectations.