Comprehensive Business Valuation

We specialize in providing thorough and accurate business valuations that serve as a cornerstone for informed decision-making. Our approach integrates deep industry knowledge with rigorous financial analysis to assess the full spectrum of a company’s worth.

Understanding the value of your business is the first step to a full business sale. Often, many M&A intermediaries simply tell business owners what they want to hear in order to start the business sale process, almost as if the valuation is merely a formality. Unfortunately, this directly correlates to the #1 reason why most businesses don’t sell– unrealistic value expectations compared to what the market is willing to pay.

How we are different

CIA members provide realistic, accurate valuation information so the business owner can make a well-informed decision regardless of the outcome. If now is not the right time to sell the business, our team can help expedite the value enhancement process to guide them to where they ultimately want to be.

In short, our job is not to tell the business owner what they want to hear but what they need to hear to make a well-informed decision in what may be the most significant financial transaction in their life.

Pre-sale Planning

Life Insurance

Value Enhancement

Internal Transfers

Buy/Sell Agreements

CIA Differentiators

No Requirement to Transact

We can support your valuation needs on either an ad-hoc basis or as part of preparing for an M&A transaction

Method
Variety

Technical valuations and market based assessments available

Lower Middle Market Focused

Companies in this segment are valued through a unique lense. Large valuation firms often do not understand the drivers and inhibitors of value for companies in the lower middle-market.

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