What’s Included in Your Certified Business Valuation Report

1. Executive Summary
A clear overview of your business, the valuation purpose, and the final value conclusion.

2. Financial Analysis
We review and adjust your income statements and balance sheets to reflect the true earning power of your company. This includes removing personal or one-time expenses and normalizing owner compensation.

3. Valuation Approaches Applied
Your report will include the methods best suited for your company, such as:

  • Income Approach (e.g., Capitalization of Earnings)

  • Market Approach (e.g., Comparable Sales of Similar Businesses)

  • Asset-Based Approach (if applicable)

We explain which methods were used and why.

4. Supporting Data & Adjustments
We use trusted market databases and industry-specific data to support our analysis. All adjustments are explained clearly so you (and any third party) can follow the logic.

5. Certified Conclusion of Value
The report provides a certified opinion of value by an accredited analyst. It can be used for tax planning, partner buyouts, divorce proceedings, SBA/IRS requirements, or general strategic planning.

6. Appendices & Supporting Schedules
Detailed financial adjustments, industry benchmarks, and documentation of methods and sources.

Why Certification Matters

  1. Unlike automated or informal estimates, our reports are:

    • Prepared and signed by an NACVA-accredited valuation professional

    • Backed by real data and professional standards

    • Accepted for legal, tax, and financial reporting purposes

When You Might Need a Certified Valuation

  1. Mergers and acquisitions – determining fair market value for sale or purchase

  2. Tax purposes – estate planning, gift tax filings, charitable contributions

  3. Legal disputes and divorce – expert valuation for litigation support

  4. Buy-sell agreements and partner exits

  5. Financial reporting – compliance with reporting requirements

  6. Investment or financing – supporting loan applications and investor due diligence

All fees are flat-rate and based on your company’s annual gross sales. No hourly billing or hidden costs. Turnaround time is typically 10 to 15 business days.

  • Under $500,000 $1,900

    Turnaround Time - 10 Business Days

  • From $500,000 to $2,000,000 $2,200

    Turnaround Time - 10 Business Days

  • From $2,000,000 to $5,000,000 $2,600

    Turnaround Time - 10 Business Days

  • From $5,000,000 to $8,000,000 $3,100

    Turnaround Time - 15 Business Days

  • From $8,000,000 to $12,000,000 $3,600

    Turnaround Time - 15 Business Days

  • Over $12,000,000. $4,200

    Turnaround Time - 15 Business Days

Request More Information

To help you understand the quality and scope of our work, we’re happy to provide a sample valuation report.

Please complete the form below so we can send you a report that aligns with your needs, along with pricing tailored to your business.

We’ll also include a list of the documents needed if you choose to move forward with a valuation.

  • No obligation to proceed

  • Phone number is optional — only include it if you’d like us to call you

  • Requests submitted outside business hours will be processed the next business day

Your Privacy Matters
Swift and Wise, LLC is the sole custodian of your information. We do not sell, rent, or share your data with third parties — ever.