
Our Essential Evaluation is built for business owners who want a clear understanding of their company’s current value and the key factors affecting it.
This package includes:
High-level business valuation
Three-year financial performance review
Revenue and profit analysis
Owner dependency assessment
Market positioning overview
Value driver identification
Hidden bottleneck discovery
Transferability score report
Written summary report
One-hour strategy consultation


Our Comprehensive Evaluation is a full exit readiness package designed for owners who want to maximize value and prepare for a successful sale.
This is ideal for owners who are serious about planning their exit, improving business value, and entering the market with a stronger position.
In-depth financial modeling
Three-year trend and forecast analysis
EBITDA and adjusted earnings report
Competitive market analysis
Buyer persona and target profiling
Operations and systems audit
Team independence evaluation
Exit timeline and roadmap creation
Legal and tax preparation guidance
Confidential Information Memorandum (CIM)
Maximum value positioning strategy
Strategic exit planning session
Three follow-up consultation calls
Buyer network introduction
