Yes. We offer services in all 50 U.S. states.

No. Providing a value before conducting a full analysis would compromise independence and accuracy. A defensible valuation must be based on thorough review.

Typically 2–4 weeks, depending on the report type and how quickly required documents are provided.

3–5 years of tax returns and/or financials, YTD statements, owner compensation details, and a completed questionnaire is a good starting point!

We follow established valuation methodologies and are NACVA-certified. Our reports adhere to recognized professional standards and comply with SBA SOP guidelines when applicable.

Not usually. Reports are prepared for specific uses. Reuse may require an update or reliance letter.

Yes. We don’t broker deals or earn contingent fees. Our compensation is fixed or hourly and not tied to the valuation outcome.

Fees depend on the scope, complexity, and type of report required. We offer fixed-fee or hourly pricing after scoping.

We begin with a consultation, then provide a quote, engagement letter, and list of required documents.

We are credentialed (NACVA), court-defensible, USPAP & SBA-compliant, and nationally experienced with over 2,000+ valuations  delivering clear, tailored reports you can rely on.