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Business Valuation

Clarity begins with knowing your worth

For most business owners, their company isn’t just their livelihood, it’s their largest financial asset. Years of work, reinvestment, and sacrifice are tied into it. Yet many owners don’t truly know what their business is worth until they are already considering a sale.

But valuation shouldn’t be a last-minute step. It should be the foundation for planning, whether you’re thinking about selling in the next year or simply preparing for the future. A professional valuation doesn’t just provide a number; it gives you clarity, direction, and options. It helps you see your business the way buyers, lenders, and investors would, through the lens of market value, risk, and growth potential.

That clarity is where confident decisions begin.

Business Valuation
Business Valuation

Why Valuation Matters

Having a “sense” of what your business might be worth isn’t enough. Gut instinct can’t inform long-term planning, retirement strategy, tax structure, negotiation, or deal structure. Serious decisions require real numbers backed by data and market reality.

A thoughtful valuation helps you:

  • Set realistic expectations about timing and sale price

  • Understand how your business would be viewed by buyers

  • Identify potential risks before they impact value

  • Prepare for retirement or future ownership transitions

  • Strengthen your business even if you’re not ready to sell yet

Whether you’re 6 months from selling, or 5 years, knowing your true value gives you leverage and control. It turns uncertainty into strategy.

When to Consider a Valuation

You don’t need to be ready to sell to benefit from a valuation. In fact, some of the best results come when you begin the process early. It may be the right time if:

  • You’re thinking about selling in the next 6–24 months

  • You want a clear picture of how your business would perform on the market

  • You’re building a retirement, succession, or estate plan

  • You’re considering a partner buyout or ownership transition

  • You simply want to strengthen your business and reduce risk

A valuation is not a commitment to sell. It’s a way to understand your position and protect what you’ve built.

What You Receive

When we work together, I don’t just calculate a number, I take the time to understand the story behind your business. The value of your company is shaped by much more than last year’s profit. Buyers look at strength, systems, transferability, and risk. That’s why I look at your business from every angle.

You’ll receive:

  • A clear, realistic market-based range of value
    Grounded in confidential sales data, industry multiples, and current market conditions.

  • An explanation in plain English
    You’ll understand why your business is valued where it is, and what could move it higher.

  • Insights you can act on
    We’ll review the areas buyers focus on most: cash flow, customer concentration, recurring revenue, systems, staffing, margin trends, and more.

  • Practical recommendations
    You’ll know where your business stands, and what could strengthen its position before going to market.

It’s not about complicated reports or jargon. It’s about clarity and confidence.

The Process

Here’s what a typical valuation engagement looks like:

1. Discovery Call
We begin with a confidential conversation about your goals, timeline, and reason for pursuing a valuation.

2. Document Review
I review your financial statements, tax returns, and key performance indicators, with discretion and respect for your time.

3. Market Comparison
Using industry data and confidential sales reports, I benchmark your business against comparable companies of similar size and structure.

4. Value Discussion
We walk through the findings together. You’ll get a clear valuation range, an explanation of what drives it, and suggestions for increasing value, now or over time.

All valuations are handled personally and confidentially.

Why the Right Approach Matters

A valuation isn’t just an opinion, it’s a roadmap. It allows you to make proactive decisions rather than reactive ones. It helps you protect your equity and avoid leaving money on the table. And in many cases, it becomes the first step toward building a stronger, more transferable business, whether you plan to sell soon or simply want greater freedom as an owner.

The truth is, buyers don’t just purchase the past, they buy the future potential. A well-structured valuation helps you see your company through that lens.

No Pressure, Just Clarity

All valuations are handled personally by me and completed with complete confidentiality.
You’ll receive a concise written summary and a walkthrough, not a lengthy binder or generic report.

I don’t believe you should need to be “ready to sell” to have this conversation. You simply need to be ready to understand your options.

Clarity is the foundation of every good decision. A thoughtful valuation gives you both confidence and control.

If you'd like to learn what your business might be worth, or simply start exploring possibilities, I’d be happy to begin with a confidential conversation.

Get Started Today

Business Valuation

Clarity begins with knowing your worth

For most business owners, their company isn’t just their livelihood, it’s their largest financial asset. Years of work, reinvestment, and sacrifice are tied into it. Yet many owners don’t truly know what their business is worth until they are already considering a sale.

But valuation shouldn’t be a last-minute step. It should be the foundation for planning, whether you’re thinking about selling in the next year or simply preparing for the future. A professional valuation doesn’t just provide a number; it gives you clarity, direction, and options. It helps you see your business the way buyers, lenders, and investors would, through the lens of market value, risk, and growth potential.

That clarity is where confident decisions begin.

Business Valuation
Business Valuation

Why Valuation Matters

Having a “sense” of what your business might be worth isn’t enough. Gut instinct can’t inform long-term planning, retirement strategy, tax structure, negotiation, or deal structure. Serious decisions require real numbers backed by data and market reality.

A thoughtful valuation helps you:

  • Set realistic expectations about timing and sale price

  • Understand how your business would be viewed by buyers

  • Identify potential risks before they impact value

  • Prepare for retirement or future ownership transitions

  • Strengthen your business even if you’re not ready to sell yet

Whether you’re 6 months from selling, or 5 years, knowing your true value gives you leverage and control. It turns uncertainty into strategy.

When to Consider a Valuation

You don’t need to be ready to sell to benefit from a valuation. In fact, some of the best results come when you begin the process early. It may be the right time if:

  • You’re thinking about selling in the next 6–24 months

  • You want a clear picture of how your business would perform on the market

  • You’re building a retirement, succession, or estate plan

  • You’re considering a partner buyout or ownership transition

  • You simply want to strengthen your business and reduce risk

A valuation is not a commitment to sell. It’s a way to understand your position and protect what you’ve built.

What You Receive

When we work together, I don’t just calculate a number, I take the time to understand the story behind your business. The value of your company is shaped by much more than last year’s profit. Buyers look at strength, systems, transferability, and risk. That’s why I look at your business from every angle.

You’ll receive:

  • A clear, realistic market-based range of value
    Grounded in confidential sales data, industry multiples, and current market conditions.

  • An explanation in plain English
    You’ll understand why your business is valued where it is, and what could move it higher.

  • Insights you can act on
    We’ll review the areas buyers focus on most: cash flow, customer concentration, recurring revenue, systems, staffing, margin trends, and more.

  • Practical recommendations
    You’ll know where your business stands, and what could strengthen its position before going to market.

It’s not about complicated reports or jargon. It’s about clarity and confidence.

The Process

Here’s what a typical valuation engagement looks like:

1. Discovery Call
We begin with a confidential conversation about your goals, timeline, and reason for pursuing a valuation.

2. Document Review
I review your financial statements, tax returns, and key performance indicators, with discretion and respect for your time.

3. Market Comparison
Using industry data and confidential sales reports, I benchmark your business against comparable companies of similar size and structure.

4. Value Discussion
We walk through the findings together. You’ll get a clear valuation range, an explanation of what drives it, and suggestions for increasing value, now or over time.

All valuations are handled personally and confidentially.

Why the Right Approach Matters

A valuation isn’t just an opinion, it’s a roadmap. It allows you to make proactive decisions rather than reactive ones. It helps you protect your equity and avoid leaving money on the table. And in many cases, it becomes the first step toward building a stronger, more transferable business, whether you plan to sell soon or simply want greater freedom as an owner.

The truth is, buyers don’t just purchase the past, they buy the future potential. A well-structured valuation helps you see your company through that lens.

No Pressure, Just Clarity

All valuations are handled personally by me and completed with complete confidentiality.
You’ll receive a concise written summary and a walkthrough, not a lengthy binder or generic report.

I don’t believe you should need to be “ready to sell” to have this conversation. You simply need to be ready to understand your options.

Clarity is the foundation of every good decision. A thoughtful valuation gives you both confidence and control.

If you'd like to learn what your business might be worth, or simply start exploring possibilities, I’d be happy to begin with a confidential conversation.

Get Started Today
Julia Harrison, CBI, CEPA, Business Broker at Boss Group International

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