Business Valuations
Clarity, Confidence, and Control. Whether you're looking to sell now or begin improving your business value and salability, the first step is always a detailed and accurate understanding of where your business is today. What it's worth and more importantly... why.
Business Valuations
Clarity, Confidence, and Control. Whether you're looking to sell now or begin improving your business value and salability, the first step is always a detailed and accurate understanding of where your business is today. What it's worth, and why.
A good farmer does not plant seeds without first understanding the condition of the soil, and every explorer begins by understanding where they stand on the map.
Both know that a sound plan begins with clarity.
If you’re thinking about selling, or simply planning ahead (wise!), the first step isn’t to rush into action.
It is to understand the reality of your business as it exists today, to understand where it is you’re trying to go, and from there, proactively formulate the plan and path to your goal.
Our Estimate of Value dives into all facets of your business to truly understand your business. What’s driving the value up and what’s holding it back, including potential risks and growth opportunities that lie beneath the surface.
Far beyond just “a number”; this is an investment in your business.
Once our work is complete, we sit down together and walk you through a full, in-depth presentation of our findings, providing you with clear, grounded, and actionable insight for business growth and optimization, for value acceleration, and strategies for selling if that’s where you’re at.
Get in Touch About an Estimate of Value
I'm not ready to sell yet. Is this still worth doing?
Absolutely. For anyone who is approximately one to seven years away from selling, it is one of the smartest things you can do. The Estimate of Value provides clear direction on what’s limiting your value, what’s boosting it, and what actions to take now to increase your eventual sale price and salability of your business.
How is this different from a broker's valuation?
Many brokers provide a superficial, "back of the napkin" estimate, sometimes inflating numbers to win your business. We do not and never will. Our Estimate of Value dives deep into each area of your business, and aims to provide a detailed and fully-supported estimate of the value of your business today.
What do I get with the Estimate of Value?
As part of our process, you'll receive:
- A clear and supported estimate of the value of your business (the "Most Probable Selling Price")
- A detailed breakdown of your company's normalized earnings
- A breakdown of all value drivers and value limiters
- Risk areas that could impact your business and a sale
- Growth opportunities, both low-hanging fruit and longer-term strategies
- Strategic next steps tailored to your goals and timeline
- A detailed presentation of our findings so you leave with an informed understanding of the value of your business
How long does it take to complete?
Most estimates take about 3–4 weeks, depending on the availability of your financials and operational insights. We’ll guide you through what we need and keep the process as light-touch as possible.
Is this confidential? I don’t want my team or competitors to find out.
Yes, this is 100% confidential. We understand the sensitive nature of this work, and confidentiality is our top priority. Nothing is shared externally, and your privacy is fully respected throughout the process.
What information do I need to prepare?
We of course will send specifics as part of an official engagement, but you should be prepared to share the following initially:
- External / Accountant-prepared financials (5 years)
- Monthly Balance Sheets (2 full years + Year to Date; in excel format)
- Monthly P&L Statements (2 full years + Year to Date; in excel format)
- Corporate T4s (5 years)
- Employee + Subcontractor Lists
- List of assets owned by the business
- Client list with associated annual revenues (3 years; excel format)
- Confidential Business Profile (we supply this to you to fill out)
A good farmer does not plant seeds without first understanding the condition of the soil, and every explorer begins by understanding where they stand on the map.
Both know that a sound plan begins with clarity.
If you’re thinking about selling, or simply planning ahead (wise!), the first step isn’t to rush into action.
It is to understand the reality of your business as it exists today, to understand where it is you’re trying to go, and from there, proactively formulate the plan and path to your goal.
Our Estimate of Value dives into all facets of your business to truly understand what’s driving the value up, what’s holding it back, as well as potential risks and growth opportunities that lie beneath the surface.
Far beyond just “a number”, this is an investment in your business.
Once our work is complete, we sit down together and walk you through a full, in-depth presentation of our findings, providing you with clear, grounded, and actionable insight for selling, for business growth and optimization, and for value acceleration.
Get in Touch About an Estimate of Value
I'm not ready to sell yet. Is this still worth doing?
Absolutely. For anyone who is approximately one to seven years away from selling, it is one of the smartest things you can do. The Estimate of Value provides clear direction on what’s limiting your value, what’s boosting it, and what actions to take now to increase your eventual sale price and salability of your business.
How is this different from a broker's valuation?
Many brokers provide a superficial, "back of the napkin" estimate, sometimes inflating numbers to win your business. We do not and never will. Our Estimate of Value dives deep into each area of your business, and aims to provide a detailed and fully-supported estimate of the value of your business today.
What do I get with the Estimate of Value?
As part of our process, you'll receive:
- A clear and supported estimate of the value of your business (the "Most Probable Selling Price")
- A detailed breakdown of your company's normalized earnings
- A breakdown of all value drivers and value limiters
- Risk areas that could impact your business and a sale
- Growth opportunities, both low-hanging fruit and longer-term strategies
- Strategic next steps tailored to your goals and timeline
- A detailed presentation of our findings so you leave with an informed understanding of the value of your business
How long does it take to complete?
Most estimates take about 3–4 weeks, depending on the availability of your financials and operational insights. We’ll guide you through what we need and keep the process as light-touch as possible.
Is this confidential? I don’t want my team or competitors to find out.
Yes, this is 100% confidential. We understand the sensitive nature of this work, and confidentiality is our top priority. Nothing is shared externally, and your privacy is fully respected throughout the process.
What information do I need to prepare?
We of course will send specifics as part of an official engagement, but you should be prepared to share the following initially:
- External / Accountant-prepared financials (5 years)
- Monthly Balance Sheets (2 full years + Year to Date; in excel format)
- Monthly P&L Statements (2 full years + Year to Date; in excel format)
- Corporate T4s (5 years)
- Employee + Subcontractor Lists
- List of assets owned by the business
- Client list with associated annual revenues (3 years; excel format)
- Confidential Business Profile (we supply this to you to fill out)
