Valuation Services
From a free online estimate to certified appraisals that prove value to banks, shareholders, the IRS, or the courts. Whether you're an owner planning an exit, an attorney preparing for trial, or an accountant assisting with estate planning, the right report starts with why you need it.
Start with your purpose
Start with the free online summary and get an estimated range of value. If you want the full picture, the $499 Express Report is credited toward whatever comes next.
Start Free →The Business Readiness Assessment is prepared by your FairExit advisor from your financials and tax returns, and shows how sellable your business is today. Credited in full toward your engagement if we take your business to market within 12 months.
See the Assessment →Financing, acquisitions, multi-entity operations, and stock sales call for a certified appraisal with deeper analysis.
See the Standard Report →Disputes, divorce, partial ownership interests, and gift and estate planning require a defensible, certified report that holds up to scrutiny.
See the Certified Report →Choose your report
Sorted by who stands behind the figures: you, your FairExit advisor, or an independent certified appraiser. Start free and online in minutes, or engage a professional for a report that stands up to lenders, buyers, and courts. We also prepare reports for attorneys, CPAs, and financial advisors on behalf of their clients.
Do it yourself, online
Free
Completed by you, online
A complimentary first look at your estimated range of value, completed through our online portal with no advisor involvement. Ideal for businesses under $2 million in revenue that want a general idea of value before considering an exit. Upgrades instantly to the full report.
$499
Completed by you, online
The full version of your summary: a detailed analysis of estimated value using structured methodologies, with financial adjustments, market data, and valuation calculations. For businesses under $2 million in revenue. The $499 is credited toward future reports or advisor engagements.
Prepared by your FairExit advisor
Starting at $3,000
Prepared by a Certified Exit Planning Advisor (CEPA®)
For owners preparing to sell, ideally with $2 million to $7 million in annual revenue. Your advisor prepares it directly from your financial statements and tax returns rather than self-entered figures, and reviews your operations and sellability, not just the numbers. It is a broker's opinion of market value for your own planning, not a certified appraisal. This is where most engagements with us begin, and the fee is credited in full toward your engagement if we take your business to market within 12 months.
Prepared by an independent certified appraiser
$1,500
NACVA Certified Appraiser
A certified appraiser's opinion for businesses with revenue under $750,000. This 18+ page report uses the market approach with Sales and SDE multiples to deliver an estimated selling price and equity value, and includes a video summary and a consultation with the appraiser. Guaranteed turnaround within 6 days of submission. Credited toward future engagement fees.
Starting at $4,000
NACVA Certified Appraiser
A 35+ page valuation for businesses with revenue below $50 million, commonly used for complex operations, multi-entity structures, or stock sale considerations. Blends Market, Income, and Asset approaches with industry benchmarking, owner’s compensation analysis, and loan affordability, plus a video summary and a consultation with the appraiser. Turnaround in 6 days or less.
Starting at $8,000
NACVA Certified Appraiser, USPAP and NACVA standards
A 65+ page defensible fair market value assessment, prepared and signed by the appraiser, for situations requiring additional scrutiny: legal proceedings, partnership disputes, divorce, partial ownership interests, gift and estate planning, or businesses above $50 million in revenue. Includes an owner’s interview and an in-depth explanation of the applied discount rate. Turnaround in 4 weeks or less.
Pricing for engagement-based reports adjusts with company size and complexity. Online reports are prepared without advisor involvement, and the Business Readiness Assessment is prepared for your own planning; neither is intended for legal, tax, lending, or formal regulatory purposes.
Not sure which fits? Start with a conversation and we'll point you to the right report, even if it's the free one.
Additional services
For asset-backed loans, insurance, or legal disputes. Available as a desktop appraisal completed remotely from your photos, or an on-site appraisal with a physical inspection.
Priced by scope
Call or Schedule for PricingValidates the accuracy of a company's reported earnings. Prepared by a NACVA Certified Master of Financial Forensics with two years of cash proofing, financial statement versus tax return analysis, customer concentration review, and a detailed Excel workbook, plus a one hour consultation. Turnaround of 4 to 6 weeks.
Priced by scope
Call or Schedule for PricingWhen you're ready to move
The confidential information memorandum is the document serious buyers and their lenders read first. We prepare it from your financials, your operations, and your story, so your business is presented completely and accurately before it reaches a buyer. The fee is credited toward the closing commission when we take your business to market.
From $2,000
Call or Schedule to DiscussA twelve-month program for owners one to five years from a sale: one driver of value each month, an action plan after every session, and a short list of likely buyers by the end. Month to month, with 30 days notice to cancel.
$4,000 per month
See the Twelve MonthsFAQ
A valuation summary is free. The full self-serve Express Valuation Report is $499, and the appraiser-prepared Essentials Valuation Report is $1,500. Professionally prepared engagement reports start between $3,000 and $8,000 depending on the report and the size and complexity of the business. The $499 and $1,500 reports are credited toward future engagement fees, and the Business Readiness Assessment is credited in full toward a sale engagement within 12 months. Machinery and equipment appraisals and Quality of Earnings reports are priced by scope; call or schedule to discuss.
It depends on what the valuation is for. If you're curious, start with the free online summary. If you're preparing to sell, the Business Readiness Assessment is prepared by your advisor and looks at your whole business, not just the financials. Lenders, buyers, and complex structures call for the Standard Valuation Report, and legal, estate, or partnership matters require the Certified Valuation Report. If you're not sure, ask us and we'll point you to the right one, even if it's the free one.
The online summary starts in minutes and moves at your pace. The Essentials and Standard Valuation Reports are delivered in 6 days or less after submission, and the Certified Valuation Report in 4 weeks or less. Timelines for the Business Readiness Assessment depend on the size and complexity of your business, and we give you a timeline when we scope the engagement.
Financial statements and tax returns do most of the work, along with details about your operations. The online reports walk you through a guided, step-by-step intake where you enter and upload everything yourself. For engagement reports, we help you gather and organize what the appraiser needs.
No, and they are not meant to be. The online reports use structured methodologies, real market data, and your own inputs to produce a solid estimate, and they are not intended for legal, tax, or formal regulatory purposes. When the valuation has to hold up to a lender, a court, or the IRS, that is what the certified reports are for.
No. The online reports are completed privately by you, and engagement work is handled confidentially. Nothing you share is disclosed without your written consent.
Yes. The $499 Express Valuation Report and the $1,500 Essentials Valuation Report are both credited toward future reports or advisor engagement fees, the Business Readiness Assessment is credited in full toward your engagement if we take your business to market within 12 months, and the CIM Preparation fee is credited toward the closing commission. Nothing you spend finding out where you stand is wasted.
Our fee has two parts. A success fee is earned when your business sells and is paid at closing, so we are rewarded for the same outcome you want: a completed sale at a fair price. An engagement fee, paid up front, varies with the scope of work needed to prepare the business for sale. Assessment and business valuation costs may be credited back at the closing of a successful sale. We walk through the exact structure before you sign anything.
