How it Works

Get started by scheduling a FREE confidential consultation to discuss your specific needs and provide insight into the appraisal process. During this consultation, our team will outline the methods used for your appraisal and answer any questions or concerns you may have. We understand that every business is unique, and we tailor our approach to fit your company's specific circumstances.

Are you truly able to dedicate the time needed to conduct a thorough financial and performance review analysis? Your business is your priority, but who will manage the day-to-day operations in your absence? Let us lend a hand in assembling the analysis and creating a roadmap: Assessing the current state of your business, identifying your desired destination, and determining the best course to get there. Rest assured, we'll ensure your business is in capable hands.

Once we have completed our analysis, we will provide you with a detailed, substantiated report and valuation of your business. This report will include information on how we arrived at the value of your business, including relevant market data and industry trends.

  After you receive the report, our team will schedule a review and discussion session with you. During this meeting, we will go over our findings and answer any additional questions you may have. We want to ensure that you are fully informed and satisfied with the valuation of your business.

Based on your feedback and any further discussion, we will make any necessary adjustments and provide you with a final report. This report can be used for a variety of purposes, such as for potential investors or buyers, internal planning and decision making, or estate planning.

Our services don't end with the final report. We are committed to providing ongoing support and guidance for your business valuation needs. Whether it's conducting annual updates or answering any questions that may arise, we are here to ensure that your business valuation is always accurate and reflects the current market conditions.