- Exit Planning
- Succession
- Wealth Planning
- Internal Decision Making
- Business owners considering a sale
- Initial pricing discussions
Business Valuation
Business Valuation Services
Understand the Value of your Business.
- Annual business health check
- Certified valuation experts
- Exit planning
- 4–6 week turnaround
Why Valuation Matters
Accurate Business Valuations for Sellers, Buyers and Lenders
As a business owner, understanding your company’s value is paramount. A Business Valuation isn’t just a financial exercise; it’s a strategic tool that aids critical decisions like exit planning, ownership transitions, partnership structuring, and long-term growth. Whether you’re preparing to sell, bring on investors, or simply want clarity, a valuation completed by an M&A Business Advisor or Certified Valuation Analyst can unlock insights that drive smarter, more confident choices.
At Exit Equity, our valuation experts deliver independent, defensible reports that are both accurate and easy to understand—no jargon, just clarity. Our team combines deep financial modeling expertise with real-world M&A experience to help you price your business appropriately, identify value drivers, and plan for the future.
If you’ve ever asked, “What is my business really worth?”, now is the time to find out. Contact Exit Equity to schedule a business valuation consultation and gain the insight you need to move forward with confidence.
When Valuation Matters
Key Reasons to get a Business Valuation
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[01]
Selling or Buying a Business
Know your number before you start the sales process.
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[02]
Mergers & Acquisitions
Ensure a fair and structured ownership transition.
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[03]
Succession Planning
Identify gaps and prioritize value-building initiatives.
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[04]
Adding Partners, Shareholders
or Ownership TransitionsIntegrate business value into your overall financial plan.
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[05]
Buy/Sell Agreements
Support gift, trust, and estate tax calculations.
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[06]
Succession and Exit Planning
Support gift, trust, and estate tax calculations.
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[07]
Estate and Gift Planning
Optimize gifting, transfers, and ownership structure decisions.
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[08]
Financing & Raising Capital
Provide a defensible valuation for equitable distribution.
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[09]
Litigation support
Support litigation, disputes, and expert witness requirements.
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[10]
Legal Disputes: Divorce, Settling
an estate, shareholder disputesSupport litigation, disputes, and expert witness requirements.
- Estate & gift tax
- Litigation
- Divorce
- Shareholder disputes
- Fairness opinions support
- Financial reporting
- ESOP transactions
- SBA lending
Take The Next Step
Ready to know the value of the business?
Our experienced team of intermediaries are ready to help you confidentially take your next step.
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Phil brzytwa
M&A Intermediary
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Keith rogstad
MBA, AVA · Business Valuation Analyst
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Kara Gibson Brzytwa
MBA, CBI · Managing Principal
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Corey Gregg
CBI, CM&AP · M&A Intermediary
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Blake Foster
CVA · Certified Valuation Analyst
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Heather schmidt
CEPA · M&A Advisor
How It Works
Business Valuation Process
Our business valuation is completed in five simple steps.
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Discovery Call
Schedule a free and confidential consultation
to determine what type of valuation is needed,
price and timeline. -
Financial Documents
Provide requested information to analyst-both quantitative and qualitative.
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Business Review Meeting
Participate in 1-2 informational meetings so our analyst understands your business and value drivers.
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Valuation Presentation
Meet with your Exit Equity team for a 60-90 minute valuation presentation- a time to ask questions, identify actions and next steps based off your goals.
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Final Report
Delivery of written valuation report with full methodology and findings.
What You’ll Receive
With either valuation offering, you’ll receive
With either valuation offering, you’ll receive:
- The Fair Market Value of your business
- The ‘Net-to-You’–what cash you will receive at the end of the transaction
- What expenses can be considered ‘add-backs’ (items that ultimately increase your valuation)
- What like-kind companies have sold for in the past
- What valuation methods are commonly used in your industry, and how they apply to you
- What value drivers help and hurt your business value
- Ways to increase the value of your business
Expertise & Credentials
Our Business Valuation Credentials
Testimonials
What Our Clients Say
In their own words — business owners, buyers, and referral partners who've worked with Exit Equity.
We were so pleased with not only the support and offers that were presented by your group, but the support and backing we had all through the purchase program and sale program. Not only did we feel the importance that your group put behind every step, but we enjoyed your company, sense of humor and help in celebrating when the sale was complete. Thank you again for all of your help and after-market support.
“We recently sold our business through Exit Equity and the experience was smooth and carefully coordinated and documented. The transaction included a manufacturing operation and real estate and required careful attention to detail and a focus on the final objective. We had a great experience and can recommend Exit Equity. Loving retirement!”
We were so pleased with not only the support and offers that were presented by your group, but the support and backing we had all through the purchase program and sale program. Not only did we feel the importance that your group put behind every step, but we enjoyed your company, sense of humor and help in celebrating when the sale was complete. Thank you again for all of your help and after-market support.
“We recently sold our business through Exit Equity and the experience was smooth and carefully coordinated and documented. The transaction included a manufacturing operation and real estate and required careful attention to detail and a focus on the final objective. We had a great experience and can recommend Exit Equity. Loving retirement!”
We were so pleased with not only the support and offers that were presented by your group, but the support and backing we had all through the purchase program and sale program. Not only did we feel the importance that your group put behind every step, but we enjoyed your company, sense of humor and help in celebrating when the sale was complete. Thank you again for all of your help and after-market support.
“We recently sold our business through Exit Equity and the experience was smooth and carefully coordinated and documented. The transaction included a manufacturing operation and real estate and required careful attention to detail and a focus on the final objective. We had a great experience and can recommend Exit Equity. Loving retirement!”
Industries Expertise
Experience Across Every Industry We Serve
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Digital Value Drivers
View MoreE-Commerce
Expertise in everything e-commerce, from Fulfillment By Amazon to products privately sold online.
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Scalable Business Models
View MoreTechnology
Hardware, software, web, medical, and everything in between.
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Operational Value
View MoreManufacturing
Deep subject matter expertise from aerospace to building products.
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Unique Businesses
View MoreOther Verticals
Founder-led and family-owned businesses with unique, hard-to-value models.
FAQ
Clarity Before Your Next Move
We've guided hundreds of business owners through the sale process. Here are the questions we hear most often at the start of a conversation.
[01]
The cost depends on the type of valuation you need and the complexity of your business. During a free discovery call we will recommend the right option and give you a clear, fixed quote before any work begins.
[02]
Free tools rely on generic multiples and limited data. Our valuations are prepared by credentialed analysts who review your financials, normalize earnings, study comparable transactions and deliver a defensible report you can act on.
[03]
Contact our team and sign a non-disclosure agreement. Once it is in place, we will share the confidential details of listings that match your criteria.
[04]
We work with founder-led and family-owned companies across e-commerce, technology, manufacturing, B2B services and many other verticals.
[05]
Typically three to five years of financial statements and tax returns, a current interim statement, details on owner compensation and add-backs, and an overview of customers, staff and operations.
[06]
We apply market, income and asset-based approaches and weight them according to your industry, size and the purpose of the valuation.
[07]
A written report with the concluded value, the methodology used, normalized financials, comparable transactions and the key value drivers that help or hurt your business value.
[08]
We offer a Broker’s Opinion of Value for planning and pricing decisions, and a Certified Business Valuation prepared by our NACVA credentialed analysts for tax, legal and compliance purposes.
Ready When You Are
Ready to start your Exit Plan?
Our experienced team of intermediaries are ready to help you confidentially take your next step.
Have more questions or just curious about future possibilities? Feel free to connect with us to E-Mail.