Trusted Business Valuation Services Since 2016.

At Swift and Wise, we specialize in professional business valuation services, delivering independent, defensible valuations prepared by experienced, credentialed valuation professionals for clients nationwide. Each valuation is performed with precision, objectivity, and attention to the specific purpose and circumstances of the engagement.

Whether you are buying or selling a business, completing a partner or shareholder buyout, planning for estate or gift tax purposes, applying for SBA or conventional bank financing, or preparing for investment or transaction planning, our business appraisal services provide the clarity and confidence needed to move forward.

Since 2016, we have completed over 2,000 business valuations across the United States. Our reports are prepared and signed by Certified Valuation Analysts (CVA®)—a nationally recognized credential for professionals who specialize exclusively in business valuation—and are performed in accordance with recognized professional valuation standards. We are known for transparent flat-fee pricing, efficient turnaround times, and a high level of analytical accuracy, helping business owners and their advisors navigate the valuation process without unnecessary complexity.

Transparent Flat-Fee Pricing

Our business valuation fees are flat-rate and based on annual gross revenues.
No hourly billing. No hidden fees.

Valuations start at $1,850
Typical turnaround: 2–3 weeks

Industries We Serve

No two businesses are alike — and neither are their valuation needs. Differences in industry dynamics, revenue models, ownership structure, and financial reporting require a customized valuation approach. We have completed valuations in a broad range of industries, identifying the unique value drivers and risk factors relevant to each engagement and applying valuation methods that reflect the specific facts and circumstances of the business.

Consumer, Retail & E-Commerce

Retail stores, wholesale distributors, consumer products, fashion & apparel, and online businesses.

Transportation, Logistics & Automotive

Freight, trucking, warehousing, delivery networks, supply chain operators, and automotive services.

Energy, Environment & Agriculture

Renewable energy, oil & gas services, environmental services, waste management, farming, and agribusiness.

Healthcare & Life Sciences

Medical and dental practices, biotech, pharmaceuticals, medical equipment, and healthcare service providers.

4. Hospitality, Food & Recreation

Restaurants, hotels, catering, fitness centers, salons, entertainment, and lifestyle businesses.

Industrial, Construction & Real Assets

Manufacturing, engineering, construction, machinery, fabrication, and infrastructure or utility operations.

Professional, Financial & Business Services

Consulting, accounting, legal, insurance, investment advisory, marketing, and other B2B services.

Technology & Software

SaaS, IT services, digital platforms, fintech, AI, cybersecurity, and managed service providers.

Education, Media & Nonprofit

Private schools, e-learning, vocational training, marketing and media firms, and nonprofit organizations.

Business Valuation Supported by Reliable, Market-Based Data

Each engagement is led by an experienced valuation professional—not a template or algorithm. We follow a disciplined, data-driven process supported by authoritative market data and recognized professional standards.

While some firms rely on quick, single-method valuations as a lower-cost alternative, we do not compromise on analytical depth. Determining fair market value requires the careful selection and application of the most appropriate valuation methods—often more than one—to produce a well-supported and defensible conclusion of value. Relying on a single method frequently fails to capture the true economics of a business.

As a modern valuation firm, we tailor each business valuation to the specific facts, purpose, and ownership interest being analyzed. Our analyses are supported by relevant and widely accepted resources, including IBISWorld for industry research, RMA for financial benchmarking, Kroll (Duff & Phelps) for cost of capital and risk data, and recognized private-company transaction databases such as BV Resources, ValuSource, and BizComps. These sources, combined with professional judgment and experience, ensure that each valuation is grounded in reliable market evidence.

Whether you are a business owner, attorney, accountant, estate planning professional, lender, or potential equity investor, we provide clear, objective, and well-documented valuations that help you understand the true value of a business and make informed decisions with confidence.

Areas of Valuation Expertise

Swift and Wise can help with business valuations for a variety of purposes, depending on your goals and circumstances. Our valuations are prepared by certified business valuation experts with extensive experience across industries.

Company Sale Valuation

A company sale valuation helps business owners understand what their company is worth before selling, providing an independent assessment of value to support informed pricing and negotiations.

Gift Tax Valuation

A gift tax valuation determines the fair market value of a business interest transferred as a gift, providing support for federal gift tax reporting and compliance with applicable tax regulations.

Estate Tax Valuation

An estate tax valuation determines the fair market value of a business interest as of the date of death (or alternate valuation date) for federal estate tax reporting and compliance purposes.

Partner Buyout Valuation

A company sale valuation helps business owners understand what their company is worth before selling, providing an independent assessment of value to support informed pricing and negotiations.

Partnership Dispute Valuation

A partnership dispute valuation provides an independent assessment of business value to support ownership disputes and resolution discussions.

Other Valuation Purposes

We provide business valuations for specialized purposes, including ESOP planning, estate planning, exit strategy planning, SBA or bank financing, divorce matters, and startup valuations.

Named one of the top 10 Business Appraisal Companies

At Swift and Wise, we have certified analysts dedicated to understanding the pulse of the market, continuing education, professional standards, and providing the highest level of service on a consistent basis.