Valuation Services
Business Intermediary | Brokerage
Thinking about selling your business? We specialize in guiding business owners through the complex process of selling their businesses—confidentially, strategically, and with maximum value in mind. Whether you’re ready to retire, explore a new venture, or move on, we’re here to ensure your exit is done right.
Transaction & Small Business Administration Lending (SBA)
Whether you are buying, selling, acquiring, or merging your business, we focus on optimizing, and measuring your company's value. We provide certified and supportable valuations in connection with SBA SOP requirements. Our insightful, independent opinions of value are based on competency, experience, and reliance on approved business valuation methodologies to support a reliable conclusion of value.
Gift & Estate Tax Valuations
We provide high-quality valuations of business interest(s) in corporations, partnerships, & other pass-through entities for estate planning/settlement, gifting purposes. Valuations discounts may also apply. We perform 409A, and ROBS 401K business valuations.
