Legacy Business Plans | Business Valuation Services

VALUATION ADVISORY

Business Valuation
Services

Professional business valuation services designed to support SBA lending, business acquisitions, partner buyouts, investor negotiations, succession planning, and strategic decision-making.

Knowing what your business is worth is critical when making major financial decisions. Our business valuation services provide objective, well-supported valuation reports that help business owners, lenders, investors, attorneys, and buyers understand the fair market value of a business using recognized valuation methodologies.

Independent Valuation

Business Valuation

SBA Financing

Lender-Ready Reports

Transaction Support

Buy • Sell • Acquisition

Strategic Planning

Succession Planning

Know What Your Business Is Really Worth

Business valuations are often required during transactions, financing events, investor negotiations, and long-term planning initiatives. A professionally prepared valuation helps establish a defensible understanding of enterprise value while supporting lenders, investors, attorneys, and internal stakeholders.

SBA Transactions

SBA-compliant valuation reports structured to support lender review and acquisition financing.

Buy/Sell Negotiations

Independent valuation analysis designed to support transaction pricing and deal negotiations.

Investor Review

Independent business valuations that support equity negotiations, capital raises, shareholder discussions, and investor due diligence.

Strategic Planning

Business valuation insights that support succession planning, ownership transitions, long-term growth strategies, and operational decision-making.

BUSINESS VALUATION FRAMEWORK

Core Continuity Architecture

Valuation Intelligence Framework

Our valuation framework combines financial analysis, market positioning, operational review, and recognized valuation methodologies to develop a structured and supportable estimate of business value.

Company Overview

Operational structure and organizational review.

Financial Performance

Historical financial normalization and earnings analysis.

Financial Forecast Review

Review of growth assumptions and financial projections.

Market Analysis

Industry benchmarking and market positioning review.

Valuation Methods

Income, market, and asset-based valuation approaches.

Risk Assessment

Risk profile assessment and valuation sensitivity review.

01

Income Approach

Values the business based on its projected future earnings and cash flow.

02

Market Approach

Compares the business against similar companies and completed market transactions.

03

Asset Approach

Determines value by analyzing the company’s assets, liabilities, and net worth.

Built Around Your Transaction

Every valuation engagement is tailored to the purpose of the report, the transaction structure, the company’s industry, and the complexity of the financials involved.

SBA 7(a) and 504 Loan Support

Business Acquisition Analysis

Succession & Estate Planning

Investor & Shareholder Review

Continuity Planning FAQ

Which valuation methods are utilized?

Depending on the engagement, valuations may use the income approach, market approach, asset-based approach, or a combination of methodologies appropriate for the business.

Business valuations can be prepared to support SBA lending transactions when required and are structured to align with applicable SBA valuation guidelines.

Required documentation typically includes historical financial statements, tax returns, organizational information, and any additional records needed to evaluate the business.

Timing depends on the complexity of the business and the scope of the valuation engagement.

Know What Your Business
Is Really Worth

Whether you’re buying or selling a business, applying for SBA financing, raising capital, or planning for the future, our professional business valuation services provide the objective analysis needed to support informed financial and strategic decisions.