Take control of your value
We’re here to prepare you to Be Ready…
For Any Opportunity!
Why Every Business Owner Needs a Reality Check Valuation Before Selling or Strategizing the Future
Most business brokers will tell you that you don’t need a valuation before you sell.
But here’s the truth: almost no one in your deal team - not your CPA, not your lawyer, not even your exit planner - can defend the number they’re using to negotiate your sale.
We guide you to understand the market value of your Company now so you can identify and leverage opportunities to increase value. Most business owners are not ready to sell now, but you will be ready when the timing or buyer shows up. You will know your numbers at all times with our annual or quarterly valuation process.
We give you the data to back up the numbers, so you can negotiate with anyone at anytime. With our comprehensive guided resources, you’ll unearth renewed confidence and tactics to help your business thrive, reach exponential success and eventually sell when the buyer is perfectly aligned with your vision.
The way you tell your story through your financial performance…
can make all the difference in your eventual exit.
What is your financial story?
What is a “Reality Check Valuation” - and Why It Matters
A preliminary valuation (reality check valuation) gives you a credible range of value - without the cost or risk of a full formal report.
You get a defensible number, cash flow analysis, and market comparables - real transaction data - you can use to plan, negotiate, or test the waters with potential buyers.
Unlike a traditional 50-page valuation report that might cost $10,000–$25,000, a preliminary valuation can be completed in 30-45 days for a fraction of that price - usually around $5,000–$7,500 - and it gives you the leverage you need to make informed decisions.
Why You Don’t Want a Full Report on File
Here’s a critical nuance most owners don’t know:
When you go to sell your company, the buyer’s due diligence team will request all prior business valuations. If you’ve ever ordered a formal report, you must turn it over - or it may ruin your credibility.
That means every past number - even one that undervalued your business - can now be used against you.
That’s why many savvy founders choose to work with a valuation consultant for annual analysis without issuing a report.
You can truthfully say:
“We work with a consulting team each year to review value, but we don’t have a formal report on file.”
That protects your leverage - and your deal.
Start with a Reality Check Valuation and
Keep the Momentum with On-going Consulting Packages
Start Here: Reality Check Valuation
$7,000 - $7,700
Set the baseline or benchmark for strategic planning or exit planning.
We meet with you for two 90-minute sessions. The first time to discuss your historical financials, dig into the details and conduct a virtual site visit. We will then set the follow-up meeting to present our findings. Our goal is to pressure test the numbers like a buyer and then give you an idea of the upside based on strategic initiatives.
Analysis is completed within 30-45 days and presented via zoom.
No report at this stage - summary of the market range of value.
Consulting Package: Quarterly Update Valuation
$800/mo
After your accountant finalizes your quarterly financials, we will update the valuation and meet with you for a 2-3 hour strategy session. Include your whole team to gain clarity on what is working, when to pivot and how your strategies impact the value.
Analysis is completed within 14-21 days of receiving the quarterly financials and compared to the prior results to refine the goals and strategic initiatives.
No report at this stage - summary of the market range of value with comparisons to prior quarters. Summary of strategies to implement with your team.
Consulting Package: Annual Updates
$3,500/yr
Price Guaranteed for (2) Updates
Continue to update your valuation each year. We will meet with you for a 90-minute strategy session to present the updated valuation and comparison to prior years.
Analysis is completed within 30-45 days and presented via zoom.
No report at this stage - summary of the market range of value.
Know your worth…build your Empire.
Identify your starting point
Establish the baseline value of your Company now. Develop a plan to grow the business or sell the business. Stay ready for opportunities in the future.
Spark your ideas to life
Many times we want to grow the business and expand on partnerships and opportunities, but how do they affect your value going forward?
Sell your vision to others
Get your Company ready if the right buyer comes along. Prepare to sell in the next five years, but focus on growth strategies while you are enjoying the work.
Expand your business…to exit
Break through walls to turn your business into an empire. Expand the Company with the END in mind. How will decisions today affect value in the future?
FAQs About Preliminary Business Valuations
What exactly is a preliminary business valuation?
A preliminary valuation is a strategic analysis that estimates your company’s current range of value based on financial performance, market comparables, and industry trends. Unlike a full formal valuation, it’s faster (about 30-45 days), more affordable (typically $5,000 or $7,500 for expedited services), and meant for planning and decision-making rather than legal or tax filings.
What will I get at the end of the process?
You’ll receive:
A defensible range of value
A cash-flow and performance analysis
Market comparables showing how you stack up
A 90-min Results Consultation explaining what affects your value
Action steps for increasing that value before you sell or raise capital
No lengthy report, no jargon - just clear insights you can use immediately.
How can a preliminary valuation help me if I’m not planning to sell?
Even if you’re years away from selling, a valuation helps you understand what drives your value.
You can use it to:
Identify ways to increase profitability and reduce risk
Evaluate potential partnerships or acquisitions
Plan for retirement, succession, or equity incentives
Be ready if a buyer or investor approaches unexpectedly
Knowing your value means you can act strategically - not reactively.
How often should I update my business valuation?
We recommend an annual check-up - or QUARTERLY reviews if you’re growing fast or preparing for a major transition. Your company’s value changes with new contracts, hires, or market shifts. Regular valuations help you track growth, measure progress, and stay ready for any opportunity.
What documents do I need to start the valuation process?
Most business owners can start with just a few key items:
The last 3 years of financial statements and business tax returns
Operating agreements, buy-sell or other contracts
A recent year-to-date or TTM income statement and current balance sheet
Basic details about ownership, people, facilities and operations
From there, we’ll handle the analysis and schedule a 90-minute strategy session to review results.
How long does a preliminary valuation take from start to finish?
The full process typically takes 30 -45 days or less. If you need it faster - we will expedite the process for $7,500. You’ll begin with a short discovery call, upload your financial data securely, and then receive your valuation results and strategy review within about four weeks. If you update your numbers quarterly or annually, the refresh takes only a few weeks.
