Downturns are one of the most strategic times to get your business valued—if you know what to do with the information.

If a large portion of your revenue comes from just one or two customers, your business may be seen as riskier—and therefore less valuable—by buyers, lenders, or investors.

The idea of using a revenue multiple as a quick shortcut for valuation has become widespread—but it’s often dangerously oversimplified.

Financial forecasting isn’t just for large corporations—it’s a must-have tool for any small business owner looking to grow, sell, or plan strategically. When done right, your forecast is more than a guess—it’s the roadmap that drives real business value.

To get a business valuation, you'll typically need 3–5 years of financial documentation, along with key business records that explain how your company operates.

A SBA-compliant valuation is a formal business valuation that meets the documentation, methodology, and professional standards required by the U.S. Small Business Administration (SBA) when financing a business purchase with an SBA loan.

Many small business owners with seasonal operations—like landscaping companies, ski resorts, or holiday retailers—believe their business is worth less simply because their revenues aren’t consistent year-round. This isn't always the case.

A business valuation report is packed with data, charts, formulas, and narrative—but for stakeholders, it’s often overwhelming. Whether you're presenting the report to a business partner, lender, investor, buyer, or board, your job is to translate the analysis into plain-English takeaways they can act on.

Short Answer: Yes—knowing your business value is essential, even if you're not selling.

Many business owners fail to fully appreciate (or know) their company's value. This often stems from common mistakes and misconceptions about business valuation. In this article, we'll explore why most small business owners undervalue their company and how to avoid these pitfalls.

Valuing a business with fluctuating income is one of the most common (and most complicated) challenges in small business valuation....

When business owners talk about valuation, one term tends to dominate the conversation: EBITDA (Earnings Before Interest, Taxes,...

When it comes to assessing the value of a business, there are four main methodologies. Understanding these valuation methods is critical...

When it comes to running a small business, understanding your company's value is crucial. Business valuation is not just a term reserved...

Why Preparing Your Financials Matters Before a business valuation, your financials need to be clean, complete, and well-documented....

If you're a small business owner trying to understand your company’s financial health—or preparing for a valuation—you've likely come...

When legal disputes involve a business, a valuation isn’t always optional—it’s often legally required. Whether you're facing a divorce, shareholder dispute, or economic damages case, the court may need an independent, defensible business valuation to determine damages, divide assets, or assess financial interests.

409A valuations aren't just a formality—they're a requirement under IRS rules if your company is issuing stock options or other equity-based compensation.

A heavy equipment rental business needed a valuation as a part of the owner's divorce proceedings. We helped.

A family-owned assisted living facility wanted a valuation to support its strategic planning and a potential sale. We helped with that.