Pricing & Services
Valuation
Complete business financial valuation
$2000
Minimum1
Get startedIndependent valuation report
Adequate to support SBA 7a valuation requirements
1 Dependent on availability of financial statements and tax returns.
Value building
Annual strategy and valuations
$2500/yr
For 5 years or $5000 on a one-off basis2
Get startedAnnual financial valuation
Valuation executive summary findings
Key Insights
- Analysis of key value drivers
- Early warning report on key metrics, trend analysis
- Report tracking bank covenants
- Actionable value enhancement ideas
- Planning for exit, acquisition, or transition as appropriate
Discounts for formal valuation projects to support IRS or other oversight bodies requirements
2 Dependent on company provided financial statements.
Consulting
Expert advisory services
$150/hr
Support & Service Inquiries
Get startedSupport management in building business value
Support lending and capital decisions
Planning for business exit or transition
Transaction Advisory Services
Support to boards, banks and investors
Fractional CFO3
Strategic Planning
Other as appropriate
3 Rates negotiated for longer term commitments
Build Business Value Through Real Estate
Existing Real Estate Risk Analysis
Key Insights
- Quantify the current state of the Real Estate
- identify Real Estate risks
- Cash Flow Analysis of business and real estate
- Recommend future Real Estate strategy
Leave vs. Buy vs. Build
Support for SBA 504 Applications
New Construction Advisement including
Key Insights
- Proforma and Budget Analysis
- Owners Representation
Latest Articles
Our latest blogs and articles deliver essential business valuation insights to help you maximize your company's growth potential and market worth.
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