Our Process

What do we offer?

The Estimate of Value provides business owners with a realistic understanding of what the market would most likely bear for their company in today’s marketplace.

The Estimate of Value is particularly useful for

Business owners
considering exit strategies

Buying a

Estate planning or buy-sell agreements

Internal transitions to the next generation / current management


Strategic planning

Are you ready to move forward
with an Estimate of Value?

Best practice guidelines recommend that a business owner update their valuation every 2-3 years

But the data suggests business owners are falling well short of this: 43% of business owners have not had any business valuation done, while less than 15% have had a business valuation done in the last two years (Business Exit Planning Institute, Wisconsin Survey 2018).

We have made it our mission to help business owners understand the true value of their business in a straightforward, cost effective manner. We’re not here to tell you what you want to hear, but what you need to hear to make a well informed decision.

The Estimate of Value costs $2,250,
compared to others who may charge upwards of $4,000

From beginning to end, our process takes 2-3 weeks and requires only a brief Q&A session from the client.
The timeline is generally as follows:

Client Engagement

Submit payment and business financial information, begin communications with EOV Specialists

Financial Analysis

The EOV Specialists begin the financial analysis, coordinate initial Q&A with client


The EOV Specialists complete benchmarking analysis, market and industry research

Quality Review

The EOV Specialists conduct a thorough quality review with our team and Managing Partner

EOV Presentation

The EOV Specialists coordinates a conference call with client to present results and answer any questions

Interested in learning more?

Interested in reviewing a Sample EOV Report?

Send us a message and receive a copy of our Sample Report today!

    The EOV Specialists take pride
    in the details

    Every Estimate of Value is thoroughly researched and reviewed prior to presentation.

    Our team is available for questions and confidential conversations at any time along the way.

    Are you ready to move forward with an Estimate of Value?

    Contact us today for a confidential conversation or click the link below to get started!