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Business Valuation Services

Know the Value of Your Business
and How it Can Help You Achieve Your Goals

98% of Business Owners don't know what their business is worth. Additionally, 50% of businesses are underinsured and many owners don't know it or understand the risks

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Do you have the Business Valuation Data to:

Do you have the Business Valuation Data to:

  • Know the value of your largest asset so you can plan for Retirement?
  • Ensure that your business and your family are Properly Protected?
  • Create a Succession Plan?
  • Get what your business is worth at Sale?
  • Pay the right amount when you Buy a Business?
  • Create Buy/Sell Agreements with business partners?
  • Explore Funding Opportunities?
  • Establish a Trust or create an Estate Plan?*


*Bill LaCasse and Tyler Bannister are not attorneys. For specific estate planning advice, please consult a qualified estate planning attorney.

We believe you deserve to better understand your business, its risks and opportunities, and its potential to help you achieve your goals.

We believe you deserve to better understand your business, its risks and opportunities, and its potential to help you work towards your goals.

What We Do for You

What We Do for You

Our experienced business advisors lead you through three sessions, in-person or online, with data gathering, analysis, benchmarking and solution design in between, to develop your business valuation. We utilize our fact-based Business Value Assessment process supported by BizEquity™, a patented analytics solution that has provided valuation reports to over 30 million businesses globally.

Additionally, we can help you monitor and optimize your results through our Annual Business Value CheckUp and business consulting services.

Business Value Assessment
3 Simple Steps that can be completed in just a few days



1. Hear Your Goals and
Start Data Gathering

2. Validate and Refine
Initial Valuation

3. Formalize Valuation and 
Set Next Steps


We start by understanding the whats and whys of you and your business to know what's most important for you in the assessment process. We then begin the analysis with financial reports and information you have readily available.








After we develop your preliminary assessment, we reconvene to review the initial business valuation, validate data accuracy and completeness, and discuss the valuation's alignment with your goals and opportunities where slight changes could yield big results.







We walk you through your report covering Four Valuation Categories with supporting financial detail, Relevant Industry Benchmarks, and up to a dozen Key Performance Metrics. This is a comprehensive report on your business, generated from your data, that provides you with substantive knowledge of your business' worth. Finally, in your Go-Forward Plan, we discuss options to close any gaps between the report and your goals, mitigate newly discovered business risks, and next steps to get and keep you on track.

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Business Value Assessment

$2,495 per Entity*
Financial Planning Clients: $1,495 per Entity


Deliverables

  • Business Valuation Report containing four distinct valuations (Asset, Equity, Enterprise, and Liquidation), financial summary and details, and up to 30 relevant performance metrics benchmarking your business within your industry
  • Go-Forward Plan containing recommended next steps

* Discount available for more than two businesses

Annual Business Value CheckUp

$895 per Entity*
Financial Planning Clients: $495 per Entity

 

Deliverables

  • Updated Business Valuation Report
  • Updated Go-Forward Plan, when applicable

* Discount available for more than two businesses

Ready to Get Started?

Book your Business Value Assessment appointment now.

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Need More Information?

Download the BizQuiz to learn more.

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