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.
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.
Every Business Value Assessment delivers actionable insights tailored to your specific situation and goals.
A Business Value Assessment provides the insights you need without the time and expense of a formal valuation.
You're considering selling in 2-3 years and want to understand your starting point and how to maximize value before going to market.
You need a general value range for strategic planning, budgeting, or evaluating whether to pursue growth opportunities.
You're in preliminary talks with potential partners or investors and need a baseline understanding of value before formal negotiations.
You want to identify what drives your business value and where to focus efforts to increase it before a future transaction.
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.
Free 30-minute call to understand your needs and objectives
Day 1
You provide basic financial statements and company information
Day 1-2
We analyze your data and research industry comparables
Day 2-4
Receive your report and discuss findings in detail
Day 3-5
Our streamlined process requires minimal documentation to get started:
Understanding the difference helps you select the right level of analysis for your needs.
Best for:
Consulting service only. Not a formal valuation under NACVA Standards.
Best for:
NACVA-compliant formal valuation with professional opinion.
Best for:
Highest level of assurance under NACVA Standards.
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.
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.
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.
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.
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.
Get directional insights and identify key value drivers in just 3-5 days. Starting at $2,000.