BUSINESS VALUATION

Person typing on a laptop in dimly lit room

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.

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

    Megan Crawford, Montana Woman Magazine

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

    Missy Berg, Berg’s Tire Inc.

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

    Jason Stuart, Dawson County Economic Development