Premium Valuation


As our most popular report, the Premium Valuation provides the best bang for your buck and is perfect for estate planning, exit strategies, and much more! Everything in the Standard Valuation is included so you can be confident you have everything you need to make an informed and accurate decision. Additionally, the Premium Valuation includes a valuable Report Review and Strategy Call with one of our CPA experts. 

During this session, we’ll review ways to increase business value, identify potential weaknesses impacting value, plan for an exit or sale, and review the specific metrics in the report that determine value. Customer questions about the specifics of the report will be answered during this call. 

As always, the report is prepared and certified by a credentialed CPA valuations expert.

What’s Included

  • 33+ Page Report (Digital PDF)

  • 7 Risk Factors That Affect Value

  • Utilizes 3 Sold Business Databases w/ 50K+ Comps

  • Comparables Sold Businesses List

  • High and Low Range of Business Value calculations

  • Utilizes 5 Valuation Models

  • Profit, Value and Wealth Gaps

  • 2-7 Business Day Delivery (via email link)

  • 30-minute CPA Consultation Call

  • Live Report Review & Sale/Exit Planning Session (remote)



After your order is complete you’ll receive 2 emails:
  1. A signed non-disclosure agreement to fill out so you can rest assured that the information you provide is confidential.
  2. A link to a secure project folder for uploading the required financial documentation (don’t worry, a list of what we need will be included).
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