Valuation Methodology
Welcome to M1 Valuations Resources
What this section is for, what we'll publish here, and how to read what's worth reading. More
Business valuations for owners preparing for an exit.
For founders of $5M–$50M companies. Know what your business is worth today, what's keeping the price down, and how to increase its value before you sell.
Credentialed through NACVA.
Unprepared, the buyer sets the number. Prepared, you set a number you can defend.
What you get when you work with us
A defensible value range
DCF income approach and market comparables, triangulated into a range you can defend.
A working financial model
Built for your business and delivered with the report, so you can run scenarios as things change.
Scenario planning around value
Quantified upside and downside, how growth, margin, and risk move enterprise value.
A value-driver assessment
What moves your price up or down: margin, customer concentration, recurring revenue, founder dependency, documentation.
A comprehensive written report
Methodology, assumptions, drivers, and scenarios, ready to stand in front of a banker, board, or buyer.
A 12-to-24-month roadmap
Curated resources, proven strategies, and warm introductions to lift value before you sell.
Who does the work
NACVACVATEDxDeloittePwC
CFO, Advisor & Certified Valuation Analyst
David has spent twenty years building company value from the inside, and before that as a consultant at Deloitte and PwC. He has run 200+ valuations for founder-led companies in the $5M to $50M range. As a Certified Valuator, David and his team are experts in assessing and growing business value.
- CFO with 20+ years building enterprise value
- 200+ valuations, ~$5B in enterprise value assessed
- Certified Valuation Analyst (NACVA)
- Two-time TEDx speaker
- Former Deloitte and PwC management consultant
Business owners we've worked with, in their words.
Know what it's worth. Know what moves it.
Need a valuation for court, the IRS, or an SBA loan? See our certified work
Already have an offer and need a number fast? Start here
Learn more
Exit Planning
5 Mistakes That Could Cost You Millions on Your Exit
The most expensive moment of your life can turn on a few avoidable mistakes, and most are quiet until a buyer's team finds them. Here are the five that show up most often, and what they cost. More
Exit Planning
The 18-Month Runway Before an Exit
Most owners start preparing for a sale six months too late. Here's what the eighteen-month window actually buys you, and what it costs to skip it. More