Business Valuations for Succession, Exit Planning, Value Growth and Other Purposes

Business valuations for succession planning, exit planning, value growth and other purposes that will exceed expectations.   We also selectively do estate and gift tax / discounting valuations, business and partner litigation

 Our business valuations feature:

  • Competitive pricing / fee – Save money and get what you need. We specialize in small business therefor we cost much less than most accounting firms and consultants
  • Customized report – you can read and understand our report – your specific questions will be addressed such as today’s market value, how to improve value, how you might structure a proposed transaction. Just let us know your purpose.
  • Meeting for Review, explanation, and questions INCLUDED – Up to 90 minute zoom meeting to make sure you understand not only the “number” but how and why your value is what it is.
  • Highly experienced valuators – professional judgement will impact your findings. Our principal’s work in business operations, business brokerage, transactional law in addition to business valuation assures you the best judgement and work possible.
  • Accurate estimates of Value – you can rely on our findings and all calculations are included
  • Easy and fast – get the data and information you need when you need it.

Representative Sample of Engagements

Government Contractors

  • General Contractor for Army
  • Specialty Ship Work for Navy
  • Helpdesk and technology
  • Security Software
  • Newsletter and Document
  • 8(a) Janitorial Service


  • Gaskets for large water systems
  • Boat fire suppression systems
  • Medical packaging equipment
  • Wholesale bakery
  • Plastic recycling
  • Restoration of Electronics, Art, Fabric


  • Montessori School
  • Daycare
  • Senior Living
  • Auto Repair
  • Boat Repair and maintenance
  • Boat Engine repair
  • Boat Building
  • Auto Body Shops


  • Door distribution and installation
  • Used auto parts – junkyards (also remanufacturing)
  • Warehousing fixtures and equipment
  • Used office furniture
  • Chemical Distributor
  • Janitorial Supply
  • Gasoline Distribution
  • Oil Distributor


  • Liquor Store
  • Restaurant
  • Bar – real variety of types
  • Boat repair and maintenance
  • Retail Bakery / Cake Store
  • Wholesale bakery
  • Auto Repair
  • Used Auto Dealership
  • Gift Shop
  • Real Estate Office
  • Carryout, Sub Shops, and Pizza Store

    Construction and Trades

    • Remodeling
    • General Contractors – many specialties
    • HVAC Mechanical
    • Plumbing
    • Concrete
    • Site work and storm water management
    • Paving
    • Door distribution and installation
    • Flagging
    • Locksmith / Electronic locking systems
    • Solar panel maintenance
    • Builder Developer

    Professional Services

    • CPA Practice
    • Law Practice
    • Consultants & Experts Firms
    • Association Management Company
    • File Storage and Document Retrieval
    • Title and Real Estate Settlement
    • Mortgage Company

    Partner With Us on SBA Loan Valuations

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