Business Valuation Services
Professional business valuations by a Certified Valuation Analyst (CVA) for transactions, disputes, compliance, and strategic planning.
From quick directional assessments to comprehensive formal valuations, we provide the expertise and documentation you need for confident decision-making.
Why Choose Our Services
- CVA Certified ProfessionalRigorous training and ongoing education
- Multiple Service LevelsFrom $2,000 assessments to comprehensive reports
- Fast Turnaround3-14 days depending on service level
- NACVA Certified ValuatorProfessional standards you can rely on
Choose Your Service Level
We offer three distinct levels of valuation services, each designed for specific purposes and requirements.
Quick directional insights for internal planning and early-stage discussions. Consulting service only.
Perfect for:
- Strategic planning and decision-making
- Pre-transaction preparation
- Value improvement planning
- Partnership discussions
Formal professional valuation with expert opinion for transactions and negotiations.
Perfect for:
- Buy-sell agreements
- Partner buyouts
- Transaction negotiations
- Estate planning
Comprehensive valuation with highest assurance level for regulatory compliance and disputes.
Perfect for:
- Business disputes and litigation
- Regulatory compliance
- Financial reporting
- Tax compliance
Why Business Valuation Matters
Understanding your business value is crucial for strategic planning, transactions, and building long-term wealth.
Maximize Transaction Value
Know your worth before entering negotiations. Proper valuation helps you price your business competitively and identify value enhancement opportunities.
Strategic Planning
Make informed decisions about growth investments, acquisitions, and strategic initiatives based on their impact on business value.
Partner Relations
Establish fair valuations for buy-sell agreements, partner buyouts, and equity distributions based on professional analysis.
Compliance & Reporting
Meet regulatory requirements for financial reporting, tax compliance, and industry-specific regulations with defensible valuations.
Estate & Succession Planning
Plan for business succession and estate transfers with accurate valuations that support your long-term family and financial goals.
Dispute Resolution
Resolve business disputes with independent, professional valuations that provide credible evidence for negotiations or litigation.
Meet Your Valuator
Dori Morrison, CVA
As a Certified Valuation Analyst (CVA), Dori brings rigorous training and ongoing professional development to every valuation engagement. Her expertise spans multiple industries and valuation purposes, from strategic planning to complex transactions.
With a commitment to clear communication and practical insights, Dori helps 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.
Our Valuation Process
A systematic approach that combines industry expertise, financial analysis, and professional judgment.
Discovery
Initial consultation to understand your business, industry, and valuation purpose.
Analysis
Comprehensive financial analysis, market research, and industry comparable identification.
Valuation
Apply multiple valuation approaches and reconcile to a final value conclusion.
Delivery
Comprehensive report with detailed findings and consultation to discuss results.
Industry Experience
We value businesses across diverse industries, understanding the unique factors that drive value in each sector.
Frequently Asked Questions
How long does a business valuation take?
Timeline depends on the service level: Business Value Assessments take 3-5 days, Calculations of Value take 7-10 days, and Conclusions of Value take 10-14 days. Complex businesses or extensive due diligence may require additional time.
What information do you need from me?
Typically we need 3 years of financial statements, current year-to-date financials, tax returns, organizational documents, and information about operations, management, and competitive position. We'll provide a detailed document request list after our initial consultation.
Can you value my business if it's not profitable?
Yes. While profitability affects value, many factors contribute to business value including assets, market position, growth potential, and industry trends. We use multiple approaches to determine value even for businesses with limited profitability.
What's the difference between the service levels?
Business Value Assessments are consulting services for internal planning. Calculations and Conclusions of Value are formal professional valuations, with Conclusions providing the highest level of assurance for regulatory and dispute situations.
Do you provide ongoing valuation updates?
Yes. We offer annual or periodic valuation updates at discounted rates for existing clients. This is particularly valuable for tracking value enhancement progress or maintaining current valuations for compliance purposes.
Ready to Discover Your Business Value?
Choose from our three service levels to get the professional valuation analysis that fits your specific needs and timeline.