Three engagements. One standard.

You have an offer in hand.

Express Business Valuation

You received an offer or need a defensible number before your next move. The Express Valuation gives you a credible, market-backed figure fast so you can act from a position of strength.

3 business days Market-based approach CVA-signed

What's included

Calculation of value using the latest industry transactions to determine comparable multiples and a defensible value range for your company.
Three-business-day turnaround from financial submission to delivered report so you can move on the deal without waiting weeks for a full engagement.
Focused value-driver review across margin, customer concentration, recurring revenue, and founder dependency; exactly what moves the multiple up or down.
Written valuation report with multiples applied, comparables referenced, and the value range presented so you can stand behind the number in any conversation.
90-day roadmap to increase value with tools, strategies, and warm introductions to David's partner network to help you build value before your exit.

Outcome

A clear value number, a written report, and the leverage to move confidently in any deal conversation.

For founders shaping value, not just measuring it

Strategic Business Valuation

You want to know what the business is worth today and which levers move the number tomorrow. The Strategic Valuation gives you a clear picture of current value and a working model to drive it higher.

2 weeks DCF and market approach CVA-signed

What's included

Calculation of value so you know the real value of your business before you respond to an offer, sit on a negotiation, or make your next move.
Full valuation report with details, assumptions, and calculations fully documented so you can stand behind the number in any conversation.
Professional-grade financial model built for your business and delivered alongside the report so you can run scenarios, stress-test assumptions, and update it as needed.
Scenario and sensitivity analysis with quantified upside and downside cases, showing how shifts in growth, margin, or risk translate into enterprise value.
12 to 24 month value roadmap to increase the value of the business with curated resources, proven strategies, and warm introductions to David's partner network.

Outcome

A detailed report, a working financial model, and a clear view of the levers that drive your value with a roadmap to act on them.

For legal, compliance, and high-stakes proceedings

Certified Business Valuation

Your valuation needs to hold up in court, survive an IRS audit, or satisfy a compliance requirement. You need a credentialed expert who can sign it, defend it, and stand behind it under scrutiny.

4 weeks / 2 weeks expedited USPAP-compliant CVA-certified

What's included

CVA-signed certified valuation using the gold standard for business valuation, layered with comparables and asset methods; defensible during litigation, compliance, and IRS audits.
Increased leverage during negotiations through a detailed value-driver assessment that gives you a clear roadmap for value creation to strengthen your position.
Written certified valuation report for use in any legal or commercial procedure, with methodology, interviews, site visits, and assumptions fully documented.
Built to the evidentiary standard of the U.S. legal system so the number survives cross-examination, with every assumption documented and independently sourced.
An expert in your corner with a fiduciary commitment to defending the valuation, including presenting results in front of any audience or authority.

Outcome

A certified report, a clear value number, and the leverage to negotiate from strength in any legal or commercial proceeding.

Not sure which engagement is right for your situation? We'll tell you exactly which one fits and why.

Let's talk