Home  /  Valuation  /  The process How we value your business

Not a number in a box. A process you can defend.

A credible valuation isn't one figure — it's four independent methods, each built from your real financials, pressure-tested, and triangulated into a range you can take to a bank, a board, or a buyer. Here's exactly how we build it. Scroll to watch it come together.

Scroll to build the model
PURPOSE
01 / 12 — Your situation

Four reasons to value a business. Four different numbers.

A raise prices a slice for an outsider. A buyout settles a number two partners must both sign. A sale tests what control is worth to a buyer. Planning builds value you haven't sold yet. Pick yours above — the film adapts, and sheets that don't serve your case sit out.

Purpose · standard of value · level of value
02 / 12 — Diagnose

We read the business, not just the spreadsheet.

Three years of financials, examined for what actually drives them — margins, trends, working-capital rhythm, and the real source of earnings. Before a single forecast, we understand the business.

Financial statement & ratio analysis
03 / 12 — Build the engine

A three-statement model that ties together.

Income statement, balance sheet, and cash flow — fully linked and balancing, with the interest circularity handled properly. Change one assumption and every statement responds, the way a real business does.

Integrated 3-statement model
04 / 12 — Ground it in operations

Revenue built from drivers, not a guess.

We rebuild the P&L from the ground up — volume × price, capacity limits, variable and fixed cost schedules, working-capital timing. The forecast reflects how you actually operate, not a percentage pulled from thin air.

Driver-based operating model
05 / 12 — Forecast forward

A forecast with a confidence range.

Trend and regression turn your actuals into a projection with an explicit range around it — defensible enough to put in front of a bank or a board, honest about the uncertainty.

Statistical forecasting
06 / 12 — Stress-test it

Then we try to break it.

Base, upside, and downside cases plus a full sensitivity grid. You see the range of outcomes — and exactly which levers move the value the most.

Scenario & sensitivity analysis
07 / 12 — Intrinsic value

What it's worth on its own cash flows.

A discounted cash flow: build the cost of capital, discount projected free cash flow, add a terminal value, and bridge from enterprise to equity value. The company valued on its own merits.

DCF valuation
08 / 12 — Relative value

What the market pays for businesses like yours.

Trading multiples — EV/EBITDA, P/E — from comparable public companies, applied to your numbers. A market-anchored second opinion on the intrinsic value.

Comparable company analysis
09 / 12 — Deal-based value

What buyers have actually paid.

Precedent transactions — real acquisitions of similar businesses — including the premium paid for control. What the market bears when a company actually changes hands.

Precedent transaction analysis
10 / 12 — The buyer's floor

What a financial buyer could justify.

An LBO view: how much a private-equity buyer could pay, fund with debt, pay down over the hold, and still hit their target return. It sets the floor a sponsor would put under your value.

LBO / sponsor-return analysis
11 / 12 — The number

Four lenses, one range you can defend.

DCF, trading comps, precedent transactions, and the LBO floor — triangulated into one supportable range. Not false-precision to the dollar; a defensible band you can take to a bank, a board, or a buyer. And every figure behind it is traceable and audited.

Triangulated valuation range · fully auditable
12 / 12 — What you walk away with

The number is the start. Here's what it does for you.

A valuation earns its fee when you use it — to price the round, fund the buyout, run the negotiation, or grow the value before you ever sell. This is that step, for your situation. Every figure behind it is documented and traceable.

Decision-ready deliverable
The offering

A fixed-fee valuation, built exactly like this.

Everything in the film is what actually ships — four methods, triangulated, documented, and walked through with you.

WHAT YOU GET
  • A defensible value range — DCF, comparables, transactions, and the LBO floor
  • Enterprise-to-equity bridge with level-of-value steps shown
  • Sensitivity tables: what moves the number, and by how much
  • A walkthrough call — you can defend the range without me in the room
INVESTMENTFrom $4,500 — fixed fee, in writing before any work

Advisory analysis for planning, raises, and buy/sell decisions — not a certified appraisal.

See the full valuation offering →

Want this run on your business?

A fixed-fee valuation, built exactly this way — transparent, defensible, and yours to keep. Start with a free consultation.

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