Reviewing financial statements

What Is Your Business Really Worth?

Get an honest, confidential valuation range from advisors who have been on the selling side of the table. No obligation.

What Actually Drives Your Value

More Than a Multiple of Last Year's Profit.

Your value is the quality of your earnings, your customer concentration, how much the business depends on you personally, the condition of your equipment and contracts, and how clean your numbers look to a buyer. We look at all of it.

Request a Confidential Valuation Range
Earnings

How consistent, well documented, and normalized your earnings are drives the multiple a buyer will pay.

Customers

Concentration in a small number of accounts lowers value. A diversified base raises it.

Operations

Documented systems and a team that can run without you make the business easier, and safer, to buy

Readiness

Clean financials, organized records, and resolved legal issues shorten diligence and protect your price.

10 Ways to Increase the Value of Your Business Before You Sell:

1
Improve Financial Performance

Focus on increasing profitability and reducing unnecessary discretionary expenses before the business is marketed.

2
Organize Your Financial Records

Current financial statements, tax returns, and supporting documentation inspire buyer confidence.

3
Resolve Facility Issues

Address deferred maintenance, clean and organize the premises, and resolve lease issues whenever possible.

4
Reduce Owner Dependence

The less the business depends on the owner, the more attractive it becomes to buyers.

5
Review Contracts

Identify customer, supplier, lease, employment, and other important agreements that may affect the sale.

6
Resolve Legal Issues

Whenever practical, resolve outstanding disputes or litigation before marketing the business.

7
Organize Equipment & Inventory

Present well-maintained assets and accurate inventory records.

8
Demonstrate Growth Opportunities

Buyers pay for future potential as well as historical performance. Document expansion opportunities whenever possible.

9
Maintain Confidentiality

Keep the process contained. Staff, customers and competitors should hear it from you, when you are ready.

10
Start Earlier Than You Think

Twelve to twenty-four months gives every one of these items time to show up in the price.

Common Mistakes

  • Waiting Too Long to Prepare
  • Neglecting Financial Records
  • Letting Financials Deteriorate
  • Depending Too Heavily on the Owner
  • Talking About the Sale Too Soon
  • Waiting Until After Retirement to Plan the Transition
Legacy Framework

A Realistic Range, & the Factors that Affect It.

L Lay the Groundwork
E Engineer the Value
G Go to Market
A Attract the Right Buyer
C Close with Confidence
Y Your Next Chapter

Any range we provide is a preliminary, informal estimate for discussion only. It is not a formal or certified valuation, and it is not financial, tax, or investment advice.

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First meeting strictly confidential.

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