If you're serious about planning your exit, protecting your legacy, or maximizing the return on your life's work, a certified valuation isn’t just helpful—it’s essential.
Formal Exit Planning
Court cases
Divorces
Probate
SBA loans
Buy-Sell agreements
ESOPs
Exiting with divided interests for each partner
Buying out a partner +
What's the difference?
.Here’s the difference....
🔍 Depth & Accuracy
A CVA dives deep into your financials, risk profile, growth potential, industry benchmarks, and cash flow—not just surface-level estimates.
⚖️ Credibility
CVAs are recognized in court, by CPAs, wealth managers, and the IRS—making them invaluable in legal and financial planning.
📈 Strategic Value
A certified valuation shows you what drives or reduces value, giving you a roadmap to increase your business’s worth before a sale.
🏷️ More Than a Price Tag
A broker’s opinion tells you what the business might sell for today. A CVA tells you what the business is worth—and why.
Connect with us today for a free consultation!