We help you understand the factors driving your company’s value, including financial performance, business risks, and readiness for a future transition.
Do you know what your business is worth?
You’ve poured your heart and soul into building your business. Now, understand its true financial potential. Our comprehensive business valuation service provides the insights you need to make informed decisions, optimize your growth strategy, and achieve your long-term financial goals.
Whether you’re planning for retirement, exploring exit strategies, or simply seeking to understand your company’s worth, we’ll provide you with a clear, accurate, and actionable valuation.
Starter
Value Snapshot Report
Great for business owners who need quick, unbiased intel on what their business is really worth today
- Comprehensive Business Value
- Business Risk Score
- Personalized Video Summary
$895
*Base starting price, varies by market
Discount available for current clients
Advanced
Business Insights Report
Great for driven owners serious about building greater business value
- Comprehensive Business Value
- Business Risk Assessment & Score
- Wealth Blueprint
- Succession & Exit Readiness Score
- Personalized Review Meeting and Next Steps
$1895
*Base starting price, varies by market
Discount available for current clients
Who Needs a Business Valuation?
Knowing your business’s value is crucial for various stages of your entrepreneurial journey.
A professional valuation can be essential for:
- Strategic Planning: Make informed decisions about growth, expansion, and resource allocation.
- Securing Funding: Demonstrate the value of your business to potential investors or lenders.
- Mergers & Acquisitions: Negotiate from a position of strength, knowing your business’s fair market value.
- Retirement Planning: Secure your financial future by understanding the value you’ve built.
- Succession Planning: Prepare for a smooth transition of ownership to family or key employees.
1. Discovery Meeting
We’ll start with a personalized consultation to understand your business, goals, and vision for the future. We’ll use your answers to help us run the business valuation and provide helpful insights and advice.
2. Comprehensive Valuation
Our expert team will utilize a blended approach referencing the Income Approach, EBITDA Market Approach, and Revenue Market Approach to assess your business’s financial performance, market position, and future potential. We’ll provide you with a detailed report outlining our findings, including a business valuation range.
3. Next Steps
Depending on the report you select, we’ll explain the findings, identify key risks and opportunities, and outline practical next steps. Business owners who want continued support may also choose to work with an Accounting Plus Client CFO through our ongoing business advisory services.
Business Valuation Services FAQs
No, our reports are informal, non-certified business evaluations for planning and advisory purposes only. We are not business brokers, investment advisors, or certified appraisers, and our reports cannot be used as certified valuations for legal or IRS purposes, nor do they serve as contracts for sale.
We typically require recent financial statements, tax returns, and basic business information. After receiving all necessary materials, most Value Snapshot reports are delivered within one week, while Business Insights reports are usually completed within 2-4 weeks, depending on the complexity of your business and your availability for review meetings.
Our Value Snapshot Report is an introductory evaluation designed for owners who want a high-level overview of their business’s value and risk profile. It includes a business valuation range, a business risk score, and a video summary explaining your results. The Business Insights Report is a more comprehensive solution for business owners seeking deeper insight and actionable strategies. This advanced report includes everything in the Value Snapshot, plus a detailed business risk assessment and score, Business Wealth Blueprint™, a succession and exit readiness score, a review meeting with a business valuation specialist, and personalized next steps to help improve business value through our advisory services.
Yes, our data-driven Business Insights Report includes personalized recommendations and next steps to help you enhance your business value. We also offer ongoing advisory services to support you with implementing these strategies, succession planning, and exit readiness.
Our valuation reports are based on the information you provide and industry benchmarks, offering a reliable estimate for planning and advisory purposes. However, the accuracy is influenced by the completeness and accuracy of your financial and business data. These reports are not certified appraisals and should not be used as the sole basis for legal, IRS, or transaction purposes.
Disclaimer
Client acknowledges that Accounting Plus, Inc is not a business broker or investment advisor and that the valuations and other reports generated by the services are necessarily subjective in nature. The information provided by Accounting Plus, Inc, including any reports or deliverables, do not constitute a certified valuation report. Client acknowledges that the quality and accuracy of the client materials will impact the accuracy of any valuations performed by Accounting Plus, Inc and client hereby releases Accounting Plus, Inc from all liability associated with, and will hold Accounting Plus, Inc harmless from any claims resulting from, the client materials and any inaccuracies contained therein.