More than a number
A good valuation helps you plan for the long term, so the company is worth what you need when it's time to step back.
What ours includes
We also help you build a plan to improve the factors that matter, so value keeps growing.
- 01 A range of value
- 02 A review of the factors adding to or holding back that value
- 03 Your market position
- 04 The buyers most likely to pay the most for your company
When to get a valuation
When a valuation is required
- Gifts or transfers of stock to family or other shareholders
- Forming an ESOP
- Charitable gifts of stock
- The death or exit of a shareholder
- Equity compensation for key managers
When it's a smart move
- Planning retirement, ideally years ahead of the exit
- Considering a sale
- Measuring each year whether your decisions are building value
Make it annual.
Owners who update their valuation each year after year-end close know whether they're on track, and their teams know which results move the number.
Read: When Should I Get a Valuation?