Business Valuations

Fast, Affordable, and Bank-Ready

Your business is your biggest financial asset—but do you know what it’s worth? 98% of business owners don’t. We make it easy to find out in minutes, not months.

Why Business Owners Need a Valuation:

  • ✺

    Plan for retirement with accurate numbers

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    Secure funding or loans with a trusted valuation

  • ✺

    Protect your business & family with a clear strategy

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    Sell for what you’re worth when the time is right

Why Choose Us?

Fast & Easy

Keep it simple, have your accountant fill in the required financial information.

Affordable

Traditional valuations cost $10K+, but ours is a fraction of that

Actionable Insights

See how you compare to competitors

Trusted

Backed by powerful data from 25+ sources

How it works

Answer a few questions

(Your accountant is essential for this part.)

Get a free, bank-ready valuation

Use your results to make smarter financial decisions

✺ Frequently asked questions ✺

  • Yes. There is no charge and no obligation. Consider it a professional courtesy and a way for us to introduce our expertise.

  • Very accurate for planning purposes. We use proven valuation methods and live market data. While it’s not a legally certified appraisal, it’s the same approach trusted by thousands of businesses and advisors for a reliable value estimate.

  • Basic financial and operational info (e.g., last year’s revenue, EBITDA or profit figure, number of clients, etc.). We don’t require sensitive personal data or detailed financial statements for this initial valuation.

  • Absolutely. We treat your data with the utmost confidentiality. We’re happy to sign a non-disclosure agreement before proceeding, if you wish. Your valuation and details won’t be shared with any third parties.

  • You can always reach out to our team. We’re here to help even after you receive your report, whether it’s clarifying something in the valuation or discussing next steps.

  • Our valuation provides a professional, data-driven estimate of your practice’s current market worth—ideal for planning, benchmarking, and initial negotiations. However, it’s not a certified formal appraisal that some lenders or underwriters may require for final loan approvals or legally binding transactions. If you decide to move forward with financing, M&A, or other formal processes, you can use this valuation as a reliable starting point. If a fully certified appraisal is required, we can guide you on the next steps to ensure you have the appropriate documentation for any official transaction.