Business Valuation Assessment

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A thorough business valuation is essential to determine the optimal transition strategy and plan. We believe this is a critical part of the engagement process, and we perform a thorough business valuation before committing our collective time to your transition needs. This diligence and commitment to excellence helps ensure that we continue our high closing rate percentage.

Our Business Valuation Assessment services are often performed on a complimentary basis to business owners. Please contact us to determine if you and your company are eligible for a complimentary business valuation. Of course, our business valuations and related conversations are kept in the strictest confidence. The company valuation process requires a small amount of the owner’s time to gather information. The following basic financial information is requested:

  • 3 years of historical financials
  • Most recent interim financials
  • Projected forecasts or budgets
  • "Add back" assessment (discretionary or non-recurring expenses, etc.)
  • Historic and projected capital expenditures
  • Various facilitated discussions with EdgePoint professionals
  • Written business or strategic plan (if available)

All information that you provide is used only by EdgePoint and your information is held in strict confidence.

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