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Reality Check Valuation
$5,000 - $7,500
Set the baseline or benchmark for strategic planning or exit planning.
We meet with you for two 90-minute sessions. The first time to discuss your historical financials, dig into the details and conduct a virtual site visit. We will then set the follow-up meeting to present our findings. Our goal is to pressure test the numbers like a buyer and then give you an idea of the upside based on strategic initiatives.
Analysis is completed within 30-45 days and presented via zoom.
No report at this stage - summary of the market range of value.
Consulting Package: Quarterly Update Valuation
$800/mo
After your accountant finalizes your quarterly financials, we will update the valuation and meet with you for a 2-3 hour strategy session. Include your whole team to gain clarity on what is working, when to pivot and how your strategies impact the value.
Analysis is completed within 14-21 days of receiving the quarterly financials and compared to the prior results to refine the goals and strategic initiatives.
No report at this stage - summary of the market range of value with comparisons to prior quarters. Summary of strategies to implement with your team.
Consulting Package: Annual Updates
$3,600/yr or $300/mo
Price Guaranteed for (2) Updates
Continue to update your valuation each year. We will meet with you for a 90-minute strategy session to present the updated valuation and comparison to prior years.
Analysis is completed within 30-45 days and presented via zoom.
No report at this stage - summary of the market range of value.
Document Request List &
Due Diligence Guide
Download our document request list and understand what additional documents are going to be needed in the future to provide to buyers when you decide to exit.