Get Started with a Business Valuation

Getting started with a business valuation is straightforward. Our process is designed to be clear, efficient, and handled by experienced valuation professionals, so you know exactly what to expect from the beginning.

Use the form below to share a few basic details about your business and valuation needs. This information allows us to confirm fit, determine the appropriate scope, and guide you through the next steps.

After we review your submission, a valuation professional will contact you using your preferred method (phone or email) to confirm details and answer any initial questions.

We will confirm the valuation scope, valuation date, and purpose, and provide an engagement letter outlining the work to be performed, timeline expectations, and flat-fee pricing.

Once the engagement is in place, you will receive instructions to securely upload the required financial information. We will begin the analysis and follow up only if additional clarification is needed.