Know what your business is worth before the market tells you.
Business Valuation & Exit Planning
Whether you're prepping to sell, courting investors, or just want to understand where you stand, we provide CPA-reviewed valuations and financial strategy to help you plan the right next move.
We combine clean financials, industry benchmarks, and proven valuation methods to give you an accurate picture of your company’s worth—now and in the future. Whether you're thinking about selling, gifting shares, or just need a baseline for planning, we deliver clarity and context with every report.
Backed by real data, not just online calculators.
Valuation for planning or sale
Know your number before you step into a negotiation—or a meeting with investors.
CPA-reviewed methodology
No fluff. Just valuation approaches backed by documentation and real analysis.
Exit strategy alignment
We model scenarios, estimate post-tax outcomes, and help you time things right.
Reporting you can explain
You’ll leave with a clear summary you can share—or actually understand yourself.
From ballpark to boardroom ready.
Built for founders thinking about the next chapter.
We work with bootstrapped founders, agency owners, online sellers, and startup teams heading toward acquisition. Whether you’re prepping for a quiet sale or planning a strategic exit in the next 2–3 years, we’ll help you get clean books, clean numbers, and a valuation you can stand behind.
Need help with financial cleanup first?
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How do I value my small business quickly?
We offer both high-level valuation summaries and formal CPA-reviewed reports depending on your needs. Our process typically takes 1–2 weeks once we have clean financials.
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What’s better: using a valuation calculator or hiring a CPA?
Online tools can give a ballpark—but if you're selling, gifting, or bringing in investors, you’ll want a professional valuation with defensible numbers.
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Do I need clean books to get a valuation?
Yes—your financials need to be accurate and up-to-date. If you're behind, we can help you catch up before running valuation scenarios.
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What methods do you use to value a business?
We use a mix of income, market, and asset-based methods depending on your industry and goals. All valuations are CPA-reviewed.
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Can you help me prepare to sell my business?
Absolutely. We offer exit planning services that cover tax strategy, timing, and financial prep to support a smooth transaction.
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
