Valuation Services

Understanding Valuation Factors, Methodologies, and Maximizing Business Value

Types of Valuations Offered

Learn how to create amazing products for Beginners & Advanced professionals.
1

Annual Valuations

Your business is likely your largest asset. Value your business annually to track performance and growth. Maximize impact and understanding by combining with our benchmarking assessment.
2

Merge, Acquire, or Exit Valuations

Whether you are merging, acquiring or exiting - you need to understand the key drivers of value and opportunity to feel confident in your decisions. 
3

Value and Maximize

Receive a detailed business valuation with highlighted areas of focus to maximize your company's value. You'll also receive a 30-minute session with a CEPA to review your numbers. 
About us

Meet our CEPAs

Multiple members of our team are Certified Exit Planning Advisors and Members of the Exit Planning Institute. 

JT Wiederholt

Shaun Scott

Ali Stucky

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