Understanding your company’s value is critical for smarter decisions, stronger operations, and a profitable exit. Our combined Valuation + CFO program provides defendable valuations and hands-on financial execution to boost value drivers well before a sale or financing.

• Why Valuation Matters

  Independent assessment of current company value vs. what’s required to meet retirement/financial goals. Benefits: Clear targets for growth, better negotiation leverage, realistic exit expectations

• Succession Planning

  - Plan for growth or sale with accurate numbers.

  - Improve operations using KPIs and CFO guidance.

  - Negotiate confidently with lenders, buyers, or partners.

  -Protect wealth through informed estate, gift, and succession planning.

  - Identifying and preparing successors (family, management, or external buyers). Benefits: Smooth transition, preserves company culture, minimizes operational disruptions.

• Our Approach

  - Test income, market, and asset approaches—weighting by business fit.

  - Normalize earnings and model scenarios for volatile revenue.

  - Adjust for add-backs, related-party transactions, and one-time items.

  - Value intangibles: customer lists, trademarks, software, and more..

• Confidentiality & Professional Standards

  - Monthly targets and hands-on projects to improve key performance indicators.

  - Cleanup and catch-up of messy books before valuation.

  - Coordination with your CPA, attorney, and lenders.

  - Guidance on financing options (seller notes, earnouts, underwriting support)..

• Outcomes & Benefits

  - Defendable valuation range and negotiation strategy.

  - Stronger cash flows and reduced risk for a higher exit multiple.

  - Enhanced credibility with buyers, brokers, and bankers.