Business Valuation Pricing - Flat Fees

Our fees are flat and transparent — no hourly billing, no hidden costs. Each engagement is priced using two factors: your company’s annual gross revenue, and the purpose of the valuation. Purposes that require additional analysis, such as marketability discounts or a review of governing agreements, are priced slightly higher to reflect that added work. Every tier below includes a full certified valuation report and a typical turnaround of two to three weeks.

Fee Schedule (Effective October 1, 2026)

Annual Gross Revenue	Company Sale	Gift & Estate Tax, Estate Planning	Partner Buyout / Dispute	SBA & Bank Financing	Turnaround
Under $500,000	$2,000	$2,300	$2,400	$2,200	2 weeks
$500,000 – $2,000,000	$2,400	$2,750	$2,900	$2,650	2 weeks
$2,000,000 – $5,000,000	$2,800	$3,200	$3,350	$3,100	2–3 weeks
$5,000,000 – $7,000,000	$3,200	$3,650	$3,850	$3,500	2–3 weeks
$7,000,000 – $10,000,000	$3,700	$4,250	$4,450	$4,050	2–3 weeks
Over $10,000,000	$4,100	$4,700	$4,900	$4,500	3 weeks

Company Sale — our base rate; supports the purchase or sale of a company.

Gift & Estate Tax, Estate Planning — includes discount analysis and IRS-standard documentation for Forms 709/706 and succession planning.

Partner Buyout & Dispute — includes discount analysis plus review of the governing partnership or operating agreement.

SBA & Bank Financing — prepared to lender underwriting standards, with allowance for lender-requested revisions.

Real Estate Holding LLC — $2,100 flat Priced flat regardless of revenue, since the scope of the analysis is the same whether or not the LLC generates rental income.

Other Purpose — Custom quote ESOP planning, startup and early-stage valuations, and capital raise pricing are quoted individually based on scope. Contact us for a custom quote.

Fees shown are estimates for reference only — final fees are confirmed in writing in your engagement letter.

If the engagement involves valuing multiple companies or entities under a parent company, please reach out to us directly. In these situations, efficiencies may be achieved through shared financial analysis, industry research, and valuation modeling, and we are often able to offer more favorable pricing than if each entity were valued separately.