BUSINESS VALUATION

Success lies in us having all the facts and you understanding how they impact your value.

While our research is thorough, our valuation reports are concise, and free of jargon.

We make complex financial insights easy to understand and accessible through an affordable option, ensuring business owners gain clarity.

Whether you’re benchmarking for a future exit or preparing to sell.

Book a call

Our Process

  • We start by understanding your needs and defining the scope.

  • We securely gather and organize the financial data needed for a thorough analysis.

  • We carefully analyze your documentation to pinpoint key value drivers and potential detractors, while gaining a clear understanding of the company’s historical performance and future earnings potential.

  • During this 1-hr session, we review our key findings, discuss questions in detail, and ensure we have a comprehensive understanding of your business.

  • We apply three methodologies for valuation—the income, market, and asset approaches—to determine which best reflects your company’s value. After carefully evaluating these methods, we prepare a report outlining our findings.

  • We walk you through our value conclusion and the data supporting it. Our goal is to give you clarity on your position and help you determine the next steps in your exit journey.

Briana and Matt Berg Working together, smiling while looking at a smartphone, seated at a wooden table with a laptop, in a room with brick walls and curtains.

  • “Working with Briana was a great experience. She really knows her stuff and took the time to explain the valuation process in a way that actually made sense."

    - SHERWIN T., RESTAURANT OWNER

  • “Briana is an excellent listener - she heard not just what we said, but what we felt and couldn’t articulate."

    - ANDREA S., ANIMAL GENETIC SERVICES OWNER

  • “We were particularly impressed with Briana's meticulous evaluation of our business.”

    - Missy B., INDEPENDENT TIRE DEALER OWNER

  • "We came away with a much clearer understanding of our restaurant’s value and some thoughtful ideas for its future. "

    - STACEY H., RESTAURANT FOUNDER

  • “From the initial consultation to the final valuation package, everything was explained and put together perfectly.”

    MEGAN C., MAGAZINE FOUNDER

  • "Briana is highly intelligent and has a radiant energy for the projects she works on."

    - Jason S., Dawson County Economic Development

Credentials That Matter

The Certified Valuation Analyst (CVA®) designation is issued by the National Association of Certified Valuators and Analysts (NACVA) and is one of the most respected credentials in the business valuation industry.

The Certified Exit Planning Advisor (CEPA®) designation is issued by the Exit Planning Institute (EPI) and focuses on the holistic side of business ownership and exit readiness.