Most owners know their tax number. Far fewer know what the business would actually command in a sale. This valuation gives you a defensible figure to plan around — before someone else puts a number on it for you.
You enter core financial and operating details about the business. Nothing you would not already have on a profit and loss statement or balance sheet.
BizEquity analyzes the business across seven areas — fundamentals, income, assets, liabilities, growth, and operations — against comparable companies in your industry.
You receive a valuation range along with the drivers lifting or suppressing it, so you can see where value is being created and where it is leaking.
The average business owner has roughly 80% of their wealth locked in their business. Without a credible valuation, retirement projections, buy-sell agreements, estate plans, and sale negotiations are all built on a guess.
Start with the valuation, or talk it through with Joel Gardner, a Certified Exit Planning Advisor who leads our Business & Exit Planning practice.
Already know your number? Check how ready your firm is for its next transition.