Business Valuation Services
Clarity to make confident decisions about selling, growth, succession, or disputes.
Know the True Value of Your Business -And Why It Matters
Common Reasons for a Business Valuation
Whether you're selling, growing, planning succession, or resolving a dispute, an accurate valuation protects your interests.
What's at Stake without a Certified Business Valuation?
Without a certified valuation, business owners risk relying on assumptions that can lead to lost deal value, legal disputes, unfavorable tax outcomes, and poor strategic decisions. Our certified professionals deliver objective, well-documented valuations that stand up to legal, financial, and regulatory scrutiny—so you can move forward with clarity and confidence.
Our Business Valuation Services
Who We Help: Business Owners, Advisors, & Stakeholders
We work with privately-held businesses, entrepreneurs, and a range of professional firms—from land surveyors to manufacturers and other privately-owned companies—who need clarity during key transitions. Whether you’re preparing for a sale, resolving a dispute, securing financing, or meeting compliance requirements, we’re here to help.
Our valuation process is designed to be thorough, transparent, and aligned with the unique circumstances of each client, so you get the insight and documentation you need to move forward with confidence.
Our approach is efficient and actionable—delivering certified, defensible results without unnecessary complexity. Here’s how we do it:
Discovery & Document Review
We start with a structured intake process to understand your goals, gather financial statements, and review any relevant legal or operational documents. This ensures we have a clear picture of your business and the context behind the valuation.
Methodology Selection & Modeling
Using industry-standard approaches—such as income, market, or asset-based methods—we build a valuation model tailored to your business. Our NACVA and ASA-certified professionals select the most appropriate methodology based on your specific scenario.
Draft Report & Feedback
You’ll receive a detailed draft report for review, complete with all supporting data and rationale. This stage gives you the opportunity to ask questions, clarify inputs, and ensure alignment before finalizing the valuation.
Final Valuation & Strategy Session
We deliver your certified final report, along with a 1:1 consultation to walk through key findings, value drivers, and next steps. Whether you’re negotiating a deal or planning for growth, you’ll leave with actionable insight, not just a number.
Ready to Find Out What Your Business Is Really Worth?
Frequently Asked Questions
How long does a business valuation take?
Most valuations are completed within 2–4 weeks, depending on the complexity of your business and how quickly we receive the necessary documents. We’ll give you a clear timeline during the discovery phase.
What documents do I need to provide?
Typically, we’ll ask for at least 3 years of financial statements (income statement, balance sheet, and cash flow), tax returns, ownership structure details, and any relevant contracts or legal documents. We’ll send a detailed checklist once we begin.
What’s the difference between a certified valuation and an informal estimate?
A certified valuation is performed by accredited professionals (like NACVA or ASA) using industry-standard methodologies. It produces a documented, defensible report suitable for legal, financial, and regulatory use. An informal estimate is just that—an estimate—and may not hold up under scrutiny.
Who typically needs a certified business valuation?
Business owners preparing to sell, buy, merge, or raise capital; partners resolving ownership disputes; individuals involved in divorce or estate matters; and anyone seeking strategic clarity on their company’s value.
Will this valuation hold up in court or with the IRS?
Yes. Our valuations are prepared by certified professionals and follow NACVA and ASA standards. They’re designed to be defensible in legal, financial, and regulatory contexts.
Can you help me understand how to increase the value of my business?
Absolutely. In addition to providing a certified valuation, we offer value mapping to show what’s driving or hindering your business’s worth—and how to improve it.
Learn More About Business Valuation Services
What Does a Business Valuation Actually Measure?
What Does a Business Valuation Actually Measure?
A business valuation isn’t just about revenue. It’s a structured analysis that reveals the true economic worth of a company by examining both tangible and intangible assets. For many owners, it’s an eye-opener that goes far beyond the balance sheet.
Valuation looks at several key areas:
Financial performance: Profitability, cash flow stability, and growth trends.
Assets and liabilities: Hard assets, intellectual property, and outstanding debts.
Market comparables: How similar businesses are priced in the marketplace.
Intangibles: Customer loyalty, brand reputation, and leadership strength.
Owners often misunderstand what valuation captures. The U.S. Small Business Administration points out that focusing only on revenue, while ignoring risks like customer concentration or operational dependence, leads to misleading results.
Understanding what valuation measures matters because it sets the baseline for critical decisions: succession, exit strategy, estate planning, or raising capital. Without it, owners risk mispricing their business or missing opportunities to grow value.
How Often Should I Get My Business Valued?
A business valuation isn’t a one-and-done exercise. Value drivers change over time, influenced by both internal performance and external market conditions. Regular valuations keep owners informed and ready to act when opportunities or challenges arise.
Experts recommend updating valuations every 1 to 2 years, or sooner if there are major shifts in the business. The Exit Planning Institute notes that waiting too long often leaves owners unprepared for market changes or unexpected life events that force a sale.
Situations that trigger the need for a fresh valuation include:
Rapid growth or decline in revenue.
Leadership transitions.
Significant changes in industry conditions.
Preparing for financing, succession, or exit planning.
Without current data, owners risk basing critical decisions on outdated assumptions. A valuation from five years ago rarely reflects today’s reality—especially in fast-moving industries.
Keeping valuations up to date allows owners to track progress, measure the impact of strategic changes, and prepare for the unexpected. ROI Performance Group provides Business Valuation Services that help business leaders stay ahead with accurate, timely insights into company worth.
What’s My Business Worth Today, and What Can I Do to Increase It?
Business valuation is the foundation of every successful exit strategy. Without knowing what a company is worth today, it’s impossible to plan for what comes next. A valuation sets expectations, uncovers strengths and weaknesses, and provides a baseline for growth.
According to Project Equity, 60% of owners reported having a formal valuation in the last two years, up from only 18% in 2013. That’s a positive trend, but it also means 40% of owners are still navigating blind. Without a valuation, many overestimate or underestimate what buyers are willing to pay.
The good news is, value isn’t fixed. Owners can increase it by building reliable cash flow, documenting systems, strengthening leadership teams, and diversifying revenue. A business that runs smoothly without its founder is far more attractive to buyers. Citizens Bank notes that preparing financial statements, improving margins, and reducing customer concentration risk are proven ways to raise enterprise value.
Working with a professional advisor can reveal hidden opportunities for improvement—and help set a realistic price target. ROI Performance Group provides Business Valuation Services to give owners a clear picture of current worth and a roadmap to increase it before the time comes to exit.
What Are the Common Valuation Methods, and Which Fits My Business Best?
There isn’t a single way to calculate business value. Different methods apply depending on company size, industry, and purpose of the valuation. Choosing the right approach ensures owners get an accurate picture of worth.
The most common valuation methods include:
Income approach: Focuses on future cash flow and profitability. Often used when forecasting strong growth.
Market approach: Compares the business to recent sales of similar companies. Works best when reliable market data is available.
Asset-based approach: Looks at total assets minus liabilities. More relevant for asset-heavy businesses.
Each method highlights different strengths and risks. The National Association of Certified Valuators and Analysts (NACVA) notes that professionals often use more than one method to triangulate a fair value, particularly when preparing for financing, litigation, or exit planning.
Owners should consider the context: a high-growth company may benefit from income-based methods, while a stable, asset-rich company might rely on the asset approach. Market comparisons are especially useful for businesses in active industries with frequent transactions.
ROI Performance Group applies the right methodologies for each situation, giving owners confidence in their numbers and the decisions that follow.
What Mistakes Do Owners Make When Valuing Their Business?
Business owners often overestimate what their company is worth. The problem goes beyond mere optimism. Ultimately, it’s often relying on the wrong assumptions or ignoring risk factors that buyers will not overlook.
Some of the most common mistakes include:
Overvaluing based on emotion: Owners equate years of effort with market value.
Ignoring customer concentration risk: Too much reliance on a few key accounts lowers value.
Overlooking operational dependence: A business that can’t run without the owner is less attractive.
Using outdated financials: Incomplete or disorganized records make valuations unreliable.
The Exit Planning Institute reports that most owners have 70–80% of their wealth tied up in their business, yet only a fraction have completed a formal valuation. That gap often leads to unrealistic expectations when it’s time to sell.
Avoiding these mistakes means taking a disciplined approach: keep financials current, document systems, and plan ahead for leadership succession. Professional valuation advisors bring objectivity that owners can’t always achieve on their own.
How Do External Market Conditions Affect My Valuation?
A company’s value doesn’t exist in a vacuum. External factors such as economic, industry, and market trends will play a significant role in forming how buyers and investors view worth.
Key market conditions that influence valuation include:
Interest rates: Rising borrowing costs can lower buyer demand and reduce multiples.
Economic cycles: Expansions boost valuations, while recessions often suppress them.
Industry trends: Shifts in demand, regulation, or competition can raise or lower perceived value.
Capital markets: Access to financing affects both buyers’ ability to pay and sellers’ leverage.
According to the U.S. Small Business Administration, market conditions should always be factored into an owner’s exit strategy because timing can significantly impact sale outcomes.
Even well-run businesses may see valuations fluctuate due to these outside influences. The best way to counterbalance risk is by building resilience: strong cash flow, diversified revenue, and adaptable operations.
ROI Performance Group delivers Business Valuation Services that incorporate both internal performance and external market realities, helping owners see the bigger picture before making critical decisions.
How Much Owner Involvement Lowers My Business Value, and What to Do About It?
Buyers want businesses that can run without the owner at the center of everything. The more dependent a company is on its founder, the greater the perceived risk and the lower the value.
Risks tied to high owner involvement include:
Decision bottlenecks: If all choices run through one person, scalability is limited.
Customer reliance: When clients see the owner as the business, relationships may not transfer.
Operational fragility: A lack of documented systems or delegation reduces buyer confidence.
The Exit Planning Institute emphasizes that leadership depth and operational independence are two of the most important factors in exit readiness and business valuation. Businesses that rely heavily on the owner often sell for less, or struggle to sell at all.
Solutions include building a capable management team, delegating responsibilities, and documenting key processes. Transitioning client relationships to broader teams also increases transferable value.
ROI Performance Group helps owners strengthen leadership structures and reduce owner-dependency through Management Consulting and Business Valuation Services—ensuring the company is attractive to buyers when the time comes to exit.
What Role Does Customer Concentration Play in Valuation?
A business that relies too heavily on a small number of customers carries significant risk. Buyers know this, and they factor it directly into valuation.
High customer concentration can:
Reduce stability if a key client leaves.
Limit negotiating power when one customer drives most of the revenue.
Signal lack of diversification, which lowers buyer confidence.
According to the U.S. Small Business Administration, diversified revenue streams are critical for sustaining value and preparing for succession. Companies with balanced customer portfolios typically earn higher multiples because they present less risk.
Reducing concentration doesn’t happen overnight. Strategies include expanding into new markets, adding product lines, and nurturing smaller accounts into larger ones. Documenting these efforts shows potential buyers that the business is taking proactive steps to strengthen stability.
What Red Flags Lower Business Value for Buyers?
Even profitable businesses can see their value drop if certain risks are present. Buyers look for stability, transparency, and growth potential, and they discount offers when warning signs appear.
Common red flags that lower valuation include:
Inconsistent financial records: Missing or inaccurate statements erode trust.
Overreliance on the owner: A business that can’t run independently is riskier to buy.
Customer concentration: Too much revenue from a single client makes earnings vulnerable.
Weak growth plan: Lack of strategy for scaling reduces long-term appeal.
Legal or compliance issues: Pending lawsuits or regulatory violations drive buyers away.
The Exit Planning Institute notes that most owners have a significant share of their wealth tied up in their business, yet many overlook the operational risks that reduce value at sale. Addressing red flags early not only improves attractiveness to buyers but also strengthens the company in daily operations.
ROI Performance Group uses Business Valuation Services to uncover risks and guide owners through solutions, helping businesses earn the strongest possible valuation when it’s time to transition.
