Company Valuation

Our Services

Company Valuations

Advice Rooted in Analysis

What is my company worth?

A professional valuation is a foundational tool for both planning and negotiations. We take a detailed, methodical approach, so you can have confidence in a solid number.

We begin with a thorough assessment of your company, deliver a valuation report, and take time to walk through it with you. This confirms we are on the same page before further steps are taken.

Valuation is part science, part judgment. Beyond the deep dive into the financials and operations, we look past the numbers to understand what drives your company’s value and how it’s sustained. An overview of valuation methods follows.

At a Glance

  • A concrete, professional read on what your business is worth.

  • We take a deep dive and review your company from multiple angles.

  • Receive a professional report, which we will walk through with you.

  • A fixed fee quoted up front, with no obligation to go further.

Our Services

Who We Serve

Sell Side Advisory

Company Valuations

Strategic Advisory

“accounting numbers are the
beginning, not the end, of business valuation.”
— Warren Buffet

Valuation Lenses

  • 1. Sales Comparables

    We study similar transactions and adjust for differences to your company. Then we apply a multiple, which is what buyers typically pay for each dollar of normalized earnings, adjusted for your company’s unique qualities.

    Private sale data is limited, so we use judgment to decide whether each deal is a good fit. When good data is available, it shows what buyers have actually paid for similar businesses.

  • 2. Discounted Cash Flow

    We project the cash flows your company is likely to generate in the future. These cash flows are discounted to account for the time value of money and investment risk.

    While the most theoretical, it is also the most comprehensive. Its advantage is that it’s the only method that truly assesses if the investment makes financial sense for a buyer, given your company’s likely results.

  • 3. Asset Analysis

    The most practical of all approaches, this breaks your company into its tangible assets, such as equipment and real estate, and its intangible ones, such as goodwill and intellectual property, and values each.

    In certain industries, assets have an important impact and ground the valuation to reality. The asset value can act as a rubber band on value, providing both a floor and a ceiling to the final number.

FREQUENTLY ASKED QUESTIONS

  • It typically takes about 30 days from initial engagement. We’ll send a short list of the documents we need and handle the analysis from there. We’ll usually have one or two calls with you to ask detailed questions about your company.

    The fee is a fixed based on the size and complexity of your company. We’ll quote it up front, before any work begins, so there are no surprises.

  • A valuation tells you what your business is worth today. The Wayfinder Report tells you that and also gives you a plan to improve it and prepare for diligence and the transition.

  • A valuation prepared for tax or estate purposes answers a different question than one prepared for a transaction. Ours thinks about your company through the lens of how buyers, lenders, and investors will see it.

  • Yes, this is essential. We sign a unilateral confidentiality agreement at the start, protecting your information. We will provide a secure data room for you to send your data.

  • There is zero obligation or pressure to go further until you are completely ready.

    Normally, the next step is to map out exit options against your personal goals and timeline. A valuation is useful whether you sell next year or in ten.

  • If you already have an offer in hand, this is the right question and a good time to talk. A valuation gives you something to measure it against, and we can tell you plainly whether the number is fair. See also Sell-Side Advisory.

Start the Conversation Today

It starts with a conversation, not a pitch

Set up a no-pressure discovery call with us.

We'll listen first, answer your questions, and make sure it's a good mutual fit. Call or text 919.998.6246, or use the link below.

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