Know What Your Business Is Worth. Then Make It Worth More.
Valuations, quality-of-earnings preparation, deal support and succession planning for owners getting ready to buy, sell or hand off.
From First Valuation to Closing Day
Whether a sale is two years out or on the table today, the work is the same: clean numbers, a defensible value and a structure that protects what you've built.
Business valuation
Independent estimates of value using income, market and asset approaches, for planning, gifting, buy-sell agreements or a sale.
Quality-of-earnings prep
We find and fix the issues a buyer's diligence team would find, before they can use them to lower the price.
Sell-side support
Financial packages, data-room readiness and tax modeling of offers so you can compare after-tax proceeds.
Buy-side support
Financial due diligence on targets, working-capital analysis and integration planning.
Exit & succession planning
Timelines for selling to a third party, transferring to family or management, or stepping back gradually.
ESOP overview
An employee stock ownership plan lets a company's retirement plan buy owner shares. It can offer tax advantages but comes with strict rules and ongoing costs.
Is Your Business Sale-Ready?
Buyers pay more for businesses that are easy to understand and easy to run without the owner.
- Three years of clean, reviewed financialsMonthly closes that tie out, with no surprises.
- Owner add-backs documentedPersonal and one-time expenses clearly separated.
- Customer concentration under controlNo single customer carries the business.
- A team that runs without youKey managers and documented processes.
- Contracts and leases in orderAssignable, current and easy to review.
- Clean tax historyFederal, state and Texas franchise filings current.
- Working capital understoodA realistic normal level you can defend in negotiations.
- A post-sale planYou know what you want the proceeds to do.
Not Ready Yet? Start With a CFO.
Most of what raises a sale price, like clean books, steady margins and solid forecasting, is what a fractional CFO builds month by month.
Valuation and Succession Questions
How long before a sale should I start preparing?
Ideally two to three years. That is enough time to clean up financials, reduce owner dependence and plan the tax structure.
Can you value my business for gifting or a buy-sell agreement?
Yes. The purpose of the valuation shapes the approach, so we start by understanding how it will be used.
Is an ESOP right for my company?
It can be a fit for profitable companies with a strong management team and an owner who wants to reward employees. We help you weigh it against other options.