Services

Valuation Advisory

Know what your business is worth — and why. We provide independent, market-grounded valuations for trades and home services businesses at any stage.

Request a Valuation Assessment

Why Valuation Matters Before You're Ready to Sell

Most owners don't know what their business is worth until they're already in a deal — and by then, it's too late to fix the things that are dragging down the number.

An early valuation gives you a baseline, identifies value-creation levers, and helps you make smarter decisions about timing, reinvestment, and exit structure.

We provide valuations tied to real market data — not textbook formulas. Our assessments reflect what buyers are actually paying for trades businesses today.

What We Analyze
  • 📊 Revenue quality, mix, and concentration risk
  • 💰 EBITDA normalization and add-backs
  • 🔁 Recurring vs. project revenue breakdown
  • 👷 Technician retention and labor metrics
  • 🏆 Competitive positioning and market share
  • 📈 Growth trajectory and pipeline
  • 🧾 Comparable transaction multiples in your sector

Valuation Use Cases

Pre-Sale Planning

Understand your current value and what changes would move the needle before going to market. Most clients increase value 20–40% with 12–18 months of focused preparation.

Partner Buyout

Resolve ownership transitions with a fair, third-party assessment that both sides can trust.

Estate & Wealth Planning

Provide your financial and legal advisors with a credible business value for tax, trust, and estate planning purposes.

Refinancing or SBA Loans

Support lender requirements with a professional valuation that reflects current market conditions.

Acquisition Due Diligence

Validate the asking price on a business you're considering acquiring — before you commit capital.

Annual Benchmarking

Track your business value year over year to measure progress against your wealth-building goals.

Get a Market-Grounded Valuation

Our valuation process takes 2–3 weeks. All information is kept strictly confidential.

Schedule Your Valuation Consultation