We’ve taken on companies of all sizes, ranging from $50K in value to $25M and up.

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.

Your business’s valuation and the 1:1 meeting with our team to review results are always free (it’s part of our mission!).

For our Lite contract, the terms are a 1-month non-exclusive commitment, with a $500 monthly retainer fee and a 6% success fee at closing. After the first month, the contract continues on a month-to-month basis, giving you flexibility as you move forward.

For our Pro contract, the terms are a 2-month minimum exclusive commitment, with a $1,000 monthly retainer fee and a 6% success fee at closing. After the initial two months, the contract also goes month-to-month, ensuring you only continue with us as long as it works for you.

For our Premium contract, the terms are a 3-month minimum exclusive commitment, with a $2,000 monthly retainer fee and a success fee due at closing that depends on the size of your business (we use a Double Lehman pricing structure). After the initial three months, the contract also goes month-to-month, ensuring you only continue with us exclusively as long as it works for you.

For example, under the Pro contract, if your business sells for $1 million in 3 months, the total success fee would be $60,000. Subtracting the $3,000 already paid in retainer fees you’d owe $57,000 at closing.

All three options are tailored to provide transparency and flexibility to fit your business goals.