We Retire Millionaires™
Excellence In Business Transactions
Used in partnership disputes and buy-outs, lending decisions, divorce and estate proceedings, insurance and regulatory contexts — not just for business owners weighing a sale.
One rigorous number — trusted by business partners, lenders, courts, and insurers alike.
Understand what you'd walk away with today, and what would move the number.
A neutral, independent number when business partners need to agree on value — buyout, buy-in, or otherwise.
Defensible valuations that hold up as part of legal proceedings.
Accurate business value to properly protect corporate assets.
Valuation support for lending decisions tied to business assets.
IRS-compliant valuations for estate planning, gifting, succession, and tax strategy.
Not every situation calls for the same level of rigor. Here's how a Broker's Opinion of Value compares to a formal Calculation of Value and a fully Certified Appraisal.
A comprehensive, fee-based valuation report delivering an accurate assessment of what your business is worth today — and actionable insights to increase its market value.
Our Strategic Benchmark
Request Our Opinion of ValueThis is an informal Broker's Opinion of Value, not a Certified Business Appraisal. A detailed comparison of these valuation methods is provided above.