Serving Phoenix Metropolitan Area

Business Valuation in Gilbert You Can Actually Trust

Whether you're selling your business, planning your exit, or navigating a partner dispute—you need a valuation that holds up under scrutiny.

I'm Dori Morrison, a Certified Valuation Analyst who actually understands how businesses work. With experience valuing everything from technology to healthcare companies, I give you the defensible numbers you need—without the big-firm runaround.

CVA Certified
Former COO
2-3 Week Turnaround
Starting at $6,000

Serving the Phoenix Metropolitan Area and nationwide

CVA Certified
Certified Valuation Analyst
NACVA Standards
Professional Compliance
Former COO
Real Operations Experience
Licensed & Insured
Professional Liability Coverage

Why Local Business Owners Choose Me

Most business valuators have never actually run a business. I have. As a former COO turned Certified Valuation Analyst, I understand the Phoenix Metropolitan Area's unique market dynamics and bring operational experience to every valuation. With expertise in technology, healthcare, education, finance, I provide accurate business valuations that reflect local economic conditions and industry realities.

Local Market Knowledge

Deep understanding of the Phoenix Metropolitan Area's business environment and economic drivers

Industry Specialization

Expert in valuing technology, healthcare, education, finance businesses common in the area

Real Operational Experience

Former COO who understands how businesses actually work, not just financial theory

Local Industries We Serve

Tech Companies

Technology-focused approaches valuing IP, user metrics, ARR, and growth potential

Healthcare Practices

Patient retention, payer mix, and provider relationships

Educational Services

Professional valuation services tailored to industry-specific metrics and market conditions

Financial Services

Professional valuation services tailored to industry-specific metrics and market conditions

Common valuation purposes in Gilbert:

  • Selling your Gilbert business - exit planning and pricing strategy
  • M&A transactions and due diligence - buy-side and sell-side advisory
  • Partner buyout agreements - fair value determination
  • Divorce business valuations - court-accepted reports
  • Estate planning and tax compliance - IRS-ready valuations

Gilbert Business Climate

Understanding the local economic landscape is crucial for accurate business valuations

8.2%
Annual Business Growth

Strong growth indicates healthy M&A market

49,000+
Active Businesses

Robust economy with diverse sectors

$93K
Median Income

Reflects local purchasing power

3.1%
Unemployment Rate

Strong labor market

Why Gilbert Businesses Choose Professional Valuation

Gilbert's diverse economy with 49,000+ active businesses and growing business sector make accurate valuations essential for owners and investors.

Local Industry Focus

Gilbert is known for its strong technology sector, with over 0.3M people in the Phoenix Metropolitan Area.

  • Technology business valuations
  • Healthcare business valuations
  • Education business valuations
  • Finance business valuations
Professional Standards

All Gilbert business valuations meet NACVA professional standards and are accepted by courts, CPAs, and financial institutions.

  • • Defensible methodologies
  • • Comprehensive reporting
  • • Professional liability insurance
  • • Peer review available

Who Needs a NACVA-Certified Business Valuation?

Professional valuations are essential for high-stakes business decisions requiring defensible, credible analysis

Business Owners Preparing to Sell

Know your business's true market value before entering negotiations. A credible valuation gives you leverage and prevents leaving money on the table.

Partners in Buyout Situations

Whether buying out a partner or being bought out, a neutral third-party valuation ensures fairness and reduces conflict.

Divorce Proceedings

Courts require credible, defensible valuations for equitable distribution. NACVA-certified reports are widely accepted in legal proceedings.

Estate and Gift Tax Planning

IRS requires professional valuations for estate tax returns and gifting business interests. Avoid penalties with compliant documentation.

SBA Loan Applications

Lenders often require formal valuations for business acquisition loans. Professional reports strengthen your application and loan terms.

Businesses with $2M+ Revenue

At this revenue level, the complexity of your business warrants professional valuation expertise to capture all value drivers accurately.

Strategic Planning and Benchmarking

Understanding your current value helps guide strategic decisions, capital allocation, and growth initiatives for the future.

Shareholder Disputes

When disagreements arise about company value or direction, an independent valuation provides objective data to resolve conflicts.

Our Gilbert Business Valuation Process

1

Local Consultation

Free consultation to understand your Gilbert business and valuation needs

2

Market Analysis

Comprehensive analysis using Gilbert market data and industry benchmarks

3

Professional Report

Detailed valuation report meeting all professional standards

Why Gilbert Businesses Choose Us

See how our process compares to traditional valuation firms

FeatureDori Morrison CVALarge FirmsLocal CPAs
Turnaround Time2-3 weeks8-16 weeks6-12 weeks
Starting Price$6,000$15,000+$10,000+
Who Does the WorkOnly CVAJunior analystsVaries
Operational ExperienceFormer COOLimitedNone
Gilbert Market Knowledge✓ Local expertiseNational focus✓ Local
Report Quality45+ page report80+ page report30-40 pages

All valuations performed in accordance with NACVA Professional Standards

Meet Your Gilbert Business Valuator

Dori Morrison, CVA

As a Certified Valuation Analyst (CVA) serving Gilbert, Dori brings rigorous training and ongoing professional development to every valuation engagement. Her expertise spans multiple industries common in the Phoenix Metropolitan Area, including technology, healthcare, education, finance.

With a commitment to clear communication and practical insights, Dori helps Gilbert business owners and their advisors make informed decisions based on reliable valuation analysis. Her approach combines technical expertise with an understanding of real-world business challenges facing companies in Arizona.

CVA Certified
Phoenix Metropolitan Area Expert
Results-Focused
Dori Morrison, CVA - Certified Valuation Analyst serving {city.name}, {city.state}
CVA

Common Questions About Business Valuations

How much does a business valuation cost?

It depends on your business complexity, but most of my engagements start around $6,000. That gets you a full, NACVA-compliant report—not a one-page letter or a calculator output. For context: Big firms charge $15K-$25K+ for the same work because they're billing for partners who don't do the work and junior analysts who do. I do the work myself, which keeps costs down without cutting corners. During our free consultation, I'll give you an exact fixed-price quote based on your situation. No surprises, no hourly billing creep.

How long does a business valuation take?

Most valuations are completed within 2-3 weeks once I receive all required documentation. This is significantly faster than the industry average of 8-16 weeks, allowing you to move forward with your transaction or planning needs quickly.

Why should I hire a professional business valuator?

A professional business valuator understands local market dynamics, including the Phoenix Metropolitan Area's economic conditions and industry-specific factors affecting technology, healthcare, education, finance businesses. As a Certified Valuation Analyst (CVA), I provide defensible valuations accepted by courts, CPAs, and financial institutions—essential for M&A transactions, partner buyouts, and legal proceedings.

What's the difference between a business appraiser and business valuator?

The terms are often used interchangeably. Both perform the same function: determining the fair market value of your business. The key is finding a certified professional (CVA, ASA, or ABV) who follows recognized valuation standards like NACVA Professional Standards, ensuring your valuation is credible and defensible.

Do you serve businesses in the Phoenix Metropolitan Area?

Yes! I serve business owners throughout the Phoenix Metropolitan Area and nationwide. All valuations are conducted remotely via secure video conference and document sharing, allowing me to efficiently serve clients across Arizona while maintaining the highest professional standards.

Also Serving Nearby Arizona Areas

Professional business valuation services throughout the Phoenix Metropolitan Area and beyond

Serving business owners across Arizona with remote and in-person consultations

Ready to Know What Your Business Is Really Worth?

Whether you're planning to sell in the next 6 months or just want to know where you stand, a professional valuation gives you clarity and confidence.

Here's what happens next: Book a free 20-minute call (no pressure, no pitch—just a conversation), get a fixed-price quote based on your specific situation, and receive your valuation report in 2-3 weeks.

Serving business owners across Gilbert, the Phoenix Metropolitan Area, and nationwide

CVA CertifiedNACVA StandardsProfessional Liability Insured

Professional Business Valuation Nationwide

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