Service 02 — Business Valuation Estimates
Estimated valuations prepared using established methodologies — with a written report your advisors, partners, and counterparties can read, question, and rely on.
What this delivers
Most business owners have a sense of what their company is worth — but sense and documented analysis are different things when a sale, buy-in, or estate matter comes into the picture. The conversations that follow a valuation go better when there's a written report explaining the methodology, the assumptions applied, and the range that resulted.
This engagement produces exactly that — a written valuation report using established financial methodologies, summarizing the range, the approach taken, and the assumptions underlying each. Something you can share, discuss, and refer back to as the situation develops.
Multiple methodologies
DCF, comparable company analysis, and asset-based approaches applied together — so the range reflects more than one lens on the business.
Written and documented
A structured report covering valuation range, methodology applied, and the key assumptions behind each figure — not just a number.
Multiple use cases
Applicable for business sale consideration, partnership buy-ins, estate planning, or any situation where a supported valuation matters.
The challenge
Whether you're preparing for a potential sale, navigating a partnership transition, or working through estate planning, "what is this business worth" is a question that eventually needs a documented answer. The number that matters most isn't the one you arrive at — it's the one you can explain and defend when the other side asks how you got there.
Undocumented valuations create friction. They invite negotiation on the methodology rather than the merits. They may not hold up when an advisor or counterparty pushes back. And they're hard to share with estate attorneys, co-owners, or prospective buyers in a way that moves things forward.
A number without a documented method behind it invites debate on both the figure and how it was reached — slowing down deals and complicating negotiations.
Relying on one approach — say, a simple revenue multiple — often produces a figure that doesn't reflect the actual financial picture of the business.
Waiting until a sale is already in motion to commission a valuation compresses the timeline and removes room to address what the analysis surfaces.
Estate planning involving a business interest requires a written, supported valuation — one that can be reviewed by attorneys and, if needed, tax authorities.
The approach
Our Business Valuation Estimates engagement applies three established methodologies to the business being valued — discounted cash flow analysis, comparable company analysis, and an asset-based approach. Each reflects a different perspective on value, and the report documents all three alongside the range they collectively produce.
The written report covers the valuation range, the methodology applied to each approach, the key assumptions behind each figure, and the context for why the range sits where it does. It's structured to be shared — with attorneys, co-owners, prospective buyers, or estate advisors — and designed to hold up when questions arise.
Discounted cash flow (DCF) — forward-looking analysis based on projected cash flows, discounted at an appropriate rate to reflect the time value of money and risk
Comparable company analysis — benchmarking against similar businesses in the same sector using relevant financial multiples to establish a market-referenced range
Asset-based approach — evaluation of the business's net asset value, adjusted for fair market values where book values differ from economic reality
Written report with documented assumptions — a structured deliverable covering range, methodology, and the reasoning behind each assumption — formatted for advisors to review
Working together
The engagement is structured to move at a pace that works for your timeline. We'll walk through the financial materials methodically, and you'll have visibility into the process before the final report is delivered.
01
We discuss the purpose of the valuation, what materials are available, and confirm the engagement is the right fit for your situation.
02
We work through the financials — historical statements, projections if available, and relevant business context — to inform each methodology.
03
DCF, comparable company analysis, and asset-based approach are applied — with assumptions documented throughout rather than inserted at the end.
04
A written report covering valuation range, methodology applied to each approach, and key assumptions — structured for sharing with your advisors.
Investment
The engagement is priced at a fixed fee so you know the full cost before any work begins. No hourly rates to track, no invoices that arrive late. A single, transparent number for a documented deliverable.
Business Valuation Estimates
$3,000 USD
Fixed fee — billed at engagement start
Typical turnaround
30–45 business days
What's included
Discounted cash flow analysis
Comparable company analysis
Asset-based approach
Valuation range summary
Documented methodology per approach
Key assumptions documented
Written report, advisor-ready format
Walkthrough call on findings
Suitable for
Business sale
Owners considering a full or partial sale who need a documented starting point for price discussions.
Partnership buy-in
Incoming or outgoing partners who need an objective, documented valuation for the transaction.
Estate planning
Business owners working with estate attorneys who require a written, supportable valuation of the business interest.
Methodology
Each valuation methodology approaches the question of business worth from a different direction. DCF is forward-looking and cash-flow driven. Comparables anchor the estimate in what similar businesses have traded at. The asset-based approach captures underlying value that cash flows don't fully reflect. Together, they produce a range that is more defensible than any single method alone.
DCF — forward-looking
Projects cash flows and discounts them to present value. Useful for businesses with predictable earnings and a clear trajectory. Sensitive to assumptions, which is why all assumptions are documented.
Comparables — market-anchored
Benchmarks the business against similar companies using revenue, EBITDA, and other relevant multiples. Grounds the valuation in what the market has actually paid for similar businesses.
Asset-based — floor value
Examines net asset value adjusted for fair market values. Particularly relevant for asset-heavy businesses and useful as a floor check against the income-based approaches.
Timeline expectations
Engagements typically close in 30–45 business days from the point financial materials are received. Earlier engagement means more room in the timeline for questions.
Our commitment
We understand that a valuation report is only as useful as the confidence it gives to the people reading it. Every assumption is documented. Every methodology is explained. If the other side of your transaction or your attorney pushes back, the report gives you something to stand behind — not just a figure to defend without support.
If your situation calls for something this engagement doesn't cover — a formal appraisal for litigation, a regulatory filing, or a fairness opinion — we'll be straightforward about that before any work begins.
Every number in the report traces back to a documented assumption — so the valuation range is explainable, not just stated.
The report is formatted to be read by attorneys, co-owners, and advisors — not structured as an internal working document.
If your situation requires something beyond this engagement's scope, we'll tell you clearly before any commitment is made.
Getting started
Reaching out before the moment of need gives us room to scope the engagement properly and deliver within a timeline that works for you.
Share some background
A few details about the purpose of the valuation and the business involved is enough to start. No lengthy brief required at this stage.
Initial conversation
We discuss whether this engagement fits your situation, what financial materials you'll need to provide, and the timeline that works.
Engagement confirmed
Scope, timeline, and the flat fee are agreed in writing. Financial materials are requested and work begins.
Report delivered
A written valuation report covering range, methodology, and assumptions — with a walkthrough call to discuss the findings before you share it further.
Business Valuation Estimates
Whether a sale is on the horizon, a buy-in is being negotiated, or estate planning is underway, getting a documented valuation early gives you more room to work with. Reach out through the contact form and we'll take it from there.
Get in touchOther services
Each service addresses a different phase of transaction activity. Some clients engage us for one; others work through multiple as a deal develops.
Service 01
Financial due diligence covering target company review, quality of earnings, working capital normalization, and identification of financial anomalies. Formatted for sharing with legal and transaction advisors.
$5,500 USD
Learn more →Service 03
Accounting support during the months following close — chart of accounts harmonization, opening balance sheet, intercompany eliminations, and reporting period alignment for the combined entity.
$2,200 USD/month
Learn more →