Business Value Assessment — Know What Your Business Is Worth
A straightforward, plain-English look at what your small business is worth. We review your financial statements, compare your numbers to industry benchmarks, and apply standard valuation approaches to give you an estimated value range — without the cost, complexity, or timeline of a certified appraisal.
Who this is for
- Owners curious what their business might be worth today
- Owners planning ahead for a sale, retirement, or succession
- Partners thinking about a buy-in or buy-out conversation
- Founders benchmarking growth and setting long-term goals
- Anyone who wants a general sense of value before hiring a certified appraiser
What's included
Financial statement review
We review 2–3 years of profit & loss statements, balance sheets, and tax returns to normalize earnings and understand what the business really produces.
Industry benchmarking
We compare your key financial metrics against published industry data and typical multiples used for businesses in your sector and size range.
Standard valuation approaches
We apply commonly used approaches — such as seller's discretionary earnings (SDE) multiples, EBITDA multiples, and asset-based checks — to triangulate a reasonable estimate.
Estimated value range
You get a low-to-high estimated value range, not a single false-precision number, along with the assumptions behind it.
Plain-English summary report
A short written report you can actually read — what we looked at, what drives your value up or down, and what an owner in your position typically does next.
30-minute review call
We walk you through the findings, answer questions, and talk about practical ways to grow value over the next 1–3 years.
What this service is (and isn't)
This is an informal business value assessment — a helpful, accountant-prepared snapshot designed to give small business owners a general sense of what their company might be worth. It's built for curiosity, planning, and early conversations, not for formal transactions.
It is not a certified business valuation or appraisal. We do not perform this work under formal valuation standards such as USPAP or the AICPA Statement on Standards for Valuation Services (SSVS No. 1). If you need a valuation for a tax filing, legal proceeding, divorce, buy-sell dispute, SBA loan, or similar purpose that requires a certified appraisal, we will tell you and refer you to a credentialed business valuator.
How the process works
You send us 2–3 years of financial statements and tax returns through our secure portal. We schedule a short intake call to understand the business — how it operates, who the customers are, what's unusual about your numbers, and what you're hoping to learn.
From there, we normalize earnings (adding back owner compensation, one-time expenses, and personal items where appropriate), benchmark against industry data, and apply the valuation approaches most relevant to your business type.
You receive a written summary and an estimated value range, followed by a 30-minute review call. Most assessments are completed within 2–3 weeks of receiving your documents.
Why owners ask for a value snapshot
Most owners have never had a real conversation about what their business is worth. That gap becomes a problem right when it matters most — a partner wants out, a buyer makes an offer, a spouse asks a hard question, or retirement suddenly feels closer than expected.
A value snapshot is a low-cost way to close that gap early. Even if you're years away from selling, knowing your rough value today — and what levers move it — is one of the highest-ROI conversations a small business owner can have.
Important disclaimer
This is an informal business value assessment, not a certified valuation or appraisal. It is not performed under formal valuation standards (such as USPAP or the AICPA Statement on Standards for Valuation Services) and should not be relied upon for tax filings, legal proceedings, divorce settlements, buy-sell disputes, financing or SBA loan applications, gift or estate tax reporting, litigation support, or any other purpose requiring a certified appraisal. If you need a certified valuation, we're happy to refer you to a credentialed business valuator.
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Learn moreReady to talk business value assessment?
Call us or schedule an appointment — we'll answer your questions and quote your work up front.