Valuation Report

A written valuation, in four to six weeks.

An independent written valuation of a privately held business costs $20,000 to $50,000 or more and takes four to six weeks. You receive the value range, the model that produced it, and a comparable-transaction set with a source for every figure.

What is my business worth?

Three things set the number. The earnings a buyer will actually underwrite — rarely the figure on the tax return, but that figure normalised for owner compensation, one-time items, and anything a diligence team will strip out. How many distinct businesses sit inside the one you run — a company with a services arm and an asset-heavy arm is usually worth more valued apart than blended. And which buyer is looking, because a strategic acquirer and a financial one are solving different problems with the same purchase.

A calculator multiplies your EBITDA by an industry average. It cannot tell you which of those three is costing you money, and it cannot show you a transaction where someone actually paid the number it produced.

The report below answers all three on your own figures, and cites the transactions it reasons from. Why published multiple ranges mislead.

Engagement Fee
$20,000 – $50,000+
Typical Timeline
4 WEEKS
Outside Timeline
6 WEEKS
Staffing
PRINCIPAL-LED

The fee is scoped and fixed on the first call, before any work begins. What moves it within the range is the number of distinct operating segments, the state of the financial records, and whether a buyer is already at the table and a deadline is running.

01

What you receive

Four weeks is typical. Six is the outside case, and it is usually the records rather than the analysis that decides which.

The written valuation

A range with a floor and a ceiling, the method that produced each, and the reasoning in language a non-financial reader can follow. Enterprise DCF is the primary method; multiples are labeled cross-checks, not the answer.

The supporting model

The working spreadsheet behind the report — cash-flow build, cost of capital, continuing value, and a sensitivity matrix. You keep it, and it recalculates when your numbers change.

A sourced comparable set

Named, dated transactions with a stated denominator and a source for each. Where a figure was never disclosed, the report says so rather than filling the gap with a published range.

Portal access

All three delivered to a private client portal rather than an email attachment, with the exhibits browsable alongside the text.

02

What it is not

  • Information and analysis — not legal, tax, or investment-banking advice.
  • Not a fairness opinion, and not a substitute for one where a board requires it.
  • Not an audit and not a formal quality-of-earnings report. Where the earnings base needs work, the report says which items a buyer will probe.
04

Who it is for

Owners

Three to five years from a transaction, who want to know the number before anyone else sets it for them.

Boards and directors

Who need an independent view alongside management's, with an audit trail clean enough to minute.

ESOP fiduciaries

Who carry a documentation burden that a one-page tear-sheet does not discharge.

Most owners engage us three to five years before a sale. The report is usually how that begins: it answers the valuation question on its own terms, and it is the same analysis a retained mandate would start from.

If you would like this run for your own business, a short note is enough to begin. Contact