Business Value Assessment
Get directional insights about your business value in just 3-5 days. Starting at $2,000.
Our Business Value Assessment is a consulting service that provides strategic insights, identifies key value drivers, and delivers a preliminary value range — perfect when you need clarity quickly without the cost and time of a formal valuation.
Quick Facts
- Starting at $2,000Most affordable professional option
- 3-5 day turnaroundFast results when time matters
- 5-10 page summary reportClear, actionable insights
- CVA-performed analysis (consulting service)Professional expertise you can trust
What Is a Business Value Assessment?
A Business Value Assessment is a consulting engagement designed to give you quick, directional insights about your company's worth. Unlike formal valuations that follow strict professional standards, this assessment focuses on providing practical guidance for decision-making.
Think of it as a strategic consultation that happens to include a preliminary value estimate. We analyze your financials, identify what drives your business value, and provide a general range — all within days, not weeks.
Important: This is a consulting service only. It is not a Calculation or Conclusion of Value under NACVA Professional Standards. For situations requiring formal valuation opinions (such as regulatory compliance, business disputes, or certain transactions), you'll need our Calculation or Conclusion of Value services.
What's Included
Every Business Value Assessment delivers actionable insights tailored to your specific situation and goals.
Your Assessment Package Includes:
Perfect For These Situations
A Business Value Assessment provides the insights you need without the time and expense of a formal valuation.
Early-Stage Planning
You're considering selling in 2-3 years and want to understand your starting point and how to maximize value before going to market.
Internal Decision-Making
You need a general value range for strategic planning, budgeting, or evaluating whether to pursue growth opportunities.
Partnership Discussions
You're in preliminary talks with potential partners or investors and need a baseline understanding of value before formal negotiations.
Value Improvement Planning
You want to identify what drives your business value and where to focus efforts to increase it before a future transaction.
Simple, Fast Process
From initial consultation to final report in just 3-5 business days.
We leverage advanced AI tools to accelerate data analysis, research, and writing while maintaining professional oversight and judgment at every step.
Initial Consultation
Free 30-minute call to understand your needs and objectives
Day 1
Document Collection
You provide basic financial statements and company information
Day 1-2
Analysis & Research
We analyze your data and research industry comparables
Day 2-4
Report & Consultation
Receive your report and discuss findings in detail
Day 3-5
Required Documents
Our streamlined process requires minimal documentation to get started:
- 3 years of financial statements (P&L and balance sheet)
- Current year-to-date financials
- Basic company overview and history
- Customer concentration information
- Key competitive advantages
- Major assets and liabilities summary
When to Choose Each Service
Understanding the difference helps you select the right level of analysis for your needs.
Best for:
- • Directional insights
- • Internal planning
- • Early-stage discussions
- • Value improvement planning
Consulting service only. Not a formal valuation under NACVA Standards.
Best for:
- • Formal negotiations
- • Partner buyouts
- • Transaction planning
- • Professional documentation
NACVA-compliant formal valuation with professional opinion.
Best for:
- • Regulatory compliance
- • Business disputes requiring formal opinions
- • Regulatory proceedings
- • Highest assurance level
Highest level of assurance under NACVA Standards.
Common Questions
Can I use this assessment for regulatory or compliance purposes?
No. The Business Value Assessment is a consulting service only and cannot be used for regulatory compliance, business disputes, or other situations requiring a formal valuation opinion. For these purposes, you'll need our Calculation or Conclusion of Value services.
Can I upgrade to a formal valuation later?
Yes! If you decide you need a formal valuation after receiving your assessment, we'll credit 50% of your assessment fee toward a Calculation or Conclusion of Value engagement completed within 90 days.
How accurate is the value range?
The assessment provides a preliminary range based on limited analysis and industry multiples. It's designed to be directionally correct for planning purposes. For negotiations or transactions, a formal valuation provides more precision and defensibility.
What if I need it faster than 3 days?
Rush delivery is available for an additional 50% fee. We can typically deliver assessments in 1-2 business days when needed. Contact us to confirm availability for rush orders.
Is this right for my business size?
Business Value Assessments work well for companies with $1M-$50M in revenue. Smaller businesses might find our free calculator sufficient, while larger or more complex businesses typically benefit from our formal valuation services.
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.