A written valuation, in four to six weeks.
An independent valuation of a privately held business — the range, the model that produced it, and a comparable-transaction set drawn from deals we have verified one at a time.
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.
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.
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 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.
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.
All three delivered to a private client portal rather than an email attachment, with the exhibits browsable alongside the text.
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.
Method
The method is published rather than described. Three notes cover the parts that most often move the number.
Why a business with two unlike segments is worth more apart than the blended multiple suggests.
What the asset floor does and does not tell you about the price a buyer will pay.
How undisclosed prices distort every published multiple range, and what to do about it.
Who it is for
Three to five years from a transaction, who want to know the number before anyone else sets it for them.
Who need an independent view alongside management's, with an audit trail clean enough to minute.
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