Business Valuation Services for Business Owners

Understand your company's true value to make informed decisions about growth, exit planning, and strategic investments.

Why Business Owners Trust DorisMorris

Independent & Objective

Get an unbiased assessment of your business value from certified professionals.

Comprehensive Analysis

Detailed valuation reports with clear methodology and supporting documentation.

Confidential Process

Your sensitive business information is handled with utmost discretion.

Common Scenarios When You Need a Valuation

  • Planning to sell your business in the next 2-5 years
  • Considering bringing in investors or partners
  • Estate planning or gifting shares to family members
  • Buy-sell agreements between partners
  • Understanding value for strategic decisions
  • Divorce proceedings or legal disputes

How We Help Business Owners Succeed

Exit Planning

Understand your current business value to inform exit planning and timing decisions.

Risk Assessment

Identify and mitigate factors that could negatively impact your business value and marketability.

Partner Buyouts

Fair and defensible valuations for buying out partners or resolving ownership transitions.

Our Valuation Process

What We Analyze

  • Financial statements and tax returns (3-5 years)
  • Customer contracts and relationships
  • Market position and competitive advantages
  • Management team and organizational structure

What You Receive

  • Comprehensive valuation report
  • Executive summary with key findings
  • Educational insights about value drivers
  • Industry comparisons and benchmarks

Why Business Owners Need Professional Valuations

87%

of business owners overestimate their company's value

40%

average value increase after implementing recommendations

2-3x

ROI on valuation cost through value improvements

18mo

average time to implement value-enhancing changes

Understanding Business Valuation Methods

Market Approach

Compares your business to similar companies that have recently sold.

Best for: Businesses with comparable market data

Income Approach

Values based on future cash flows and earnings potential.

Best for: Profitable businesses with stable cash flows

Asset Approach

Calculates value based on assets minus liabilities.

Best for: Asset-heavy or distressed businesses

Common Valuation Mistakes to Avoid

Using Rules of Thumb

"3x revenue" or "5x EBITDA" oversimplifies your unique business factors and market conditions.

Ignoring Working Capital

Failing to account for working capital needs can overstate value by 15-30%.

Not Normalizing Earnings

One-time expenses and owner perks must be adjusted to show true earning capacity.

Emotional Pricing

Your sweat equity doesn't translate to market value - buyers pay for future returns.

Key Value Drivers You Can Control

Financial Drivers

  • Revenue Growth: Understanding how consistent growth impacts valuation multiples
  • Profit Margins: How margin improvements affect business valuation
  • Recurring Revenue: Why subscription models command higher valuations

Operational Drivers

  • Customer Diversity: How customer concentration affects valuation discounts
  • Management Depth: Why management succession planning matters for valuation
  • Documented Processes: How operational systems impact business transferability

Frequently Asked Questions

How much does a valuation cost?

Professional valuations typically range from $5,000-$15,000 depending on business complexity. This investment often pays for itself through identified improvements and tax savings.

How long does it take?

Most valuations are completed within 2-3 weeks from receiving all documentation. Rush services available for time-sensitive needs.

Why not use a free broker valuation?

Broker valuations are often inflated to win listings. Professional valuations are independent, defensible, and include detailed analysis and recommendations.

Is my information confidential?

Absolutely. We sign NDAs and use secure systems. Your valuation is never shared without explicit permission, and we don't work with competitors.

When should I get valued?

Ideally, 2-3 years before any transaction. This gives time to implement value improvements. Also valuable for annual planning and partner agreements.

What if I disagree with the value?

We explain our methodology and assumptions in detail. Often, understanding the "why" behind the value helps identify specific areas to improve.

Professional Valuation vs. Alternatives

FeatureProfessional CVABroker EstimateOnline Calculator
AccuracyLimitedVery Limited
Defensible in Court/IRSNoNo
Improvement RecommendationsBasicNone
Industry AnalysisLimitedGeneric
Unbiased/IndependentNoN/A

Real Results: Manufacturing Company Case Study

Initial Valuation

$3.2M

After Improvements (18mo)

$4.5M

Value Increase

+41%

Key Value Drivers Identified:

  • • Operational procedure documentation needs
  • • Customer concentration risk factors
  • • Inventory management efficiency opportunities
  • • Management succession planning requirements

Know Your Business Value Today

Whether you're planning an exit, seeking investment, or making strategic decisions, an independent business valuation provides the foundation for informed choices.