We can complete a valuation with just one year of financial data. However, providing more information helps create a more accurate and comprehensive assessment. Ideally, you can share your Profit & Loss (P&L) statement for the trailing 12 months or the most recent full year. If those aren't available, we can also work with your tax returns.

Yes, it’s illegal for us to share your private business data without your consent, and we would never try. We use your company’s financial data only to estimate the valuation with accuracy.

No. There’s no obligation to sell.

Getting a valuation is simply a way to understand what your business might be worth today, using real market data and builder-specific benchmarks.

Many owners use a valuation to:

• Plan for a future exit (even years down the line)

• Understand how operational changes could impact value

• Prepare for succession or partner buyouts

• Get clarity before making big decisions

If and when you decide to explore a sale, that’s entirely up to you. Our goal is to give you clarity - not pressure.

The tech we use to collect and store your financial data meets the highest security standards, from mandatory security training and background checks to continuous monitoring to keep your data safe.