SBA & Transaction Valuations

We work with bank and non-bank SBA lenders across the country providing SBA compliant reports for 7(a) loans. Reports are turned around in 5 business days after receipt of all financials. All reports arrive at a Conclusion of Value. 

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Business Owners

Understanding what your business is worth is a critical step in planning for a sale or ownership transition. We provide clear, practical valuations that help owners set realistic expectations and make informed decisions.

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Estate & Gift Tax Valuations

Valuations prepared for estate and gift tax purposes must withstand IRS scrutiny and be supported by sound methodology. We deliver defensible, well-documented analyses for use in estate planning, reporting, and related matters.

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Need a Business Valuation?

Contact us to discuss your situation and determine the appropriate scope for your valuation.