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Know What Your Business Is Worth, Year After Year

An annual valuation report that shows you what your business is worth today, what's driving the number, and whether it's moving in the right direction.

See What Your Business Is Worth

About Business Service

For most owners, the business is the single biggest thing they own, and also the thing they can least put a number on. They know last year's revenue to the dollar. Ask what the business is actually worth, and the answer is a shrug or a guess. An annual business valuation fixes that. It's a regular, independent read on what the company is worth, what's pushing that number up or down, and whether it's moving in the direction you want. It turns your largest asset from a black box into something you can actually manage.

The trouble with not knowing is that you can't fix what you can't see. Owners tend to discover their real value the hard way, when a buyer makes an offer, and by then the number is already set in someone else's head. They find out too late that one customer was 40 percent of revenue, that the business leaned entirely on them, that the financials a buyer would pick apart were never cleaned up. The value was there to build, but no one was watching it, so the moves that take years to pay off never got made. A valuation you see only once, at the worst possible moment, is not a plan.

That's what the Business Insights Report is for. Once a year, we give you a real valuation of the business, a clear picture of what's adding value and what's holding it back, and a sense of where you stand against your industry. You see the number, the drivers behind it, and the change from last year, so the decisions you make are pointed at the value you're trying to build. It starts with the free Value Gap Assessment, which gives you a first read in about fifteen minutes, and the annual report builds from there. The point isn't a number on a page. It's knowing, every year, whether your biggest asset is worth more than it was, and what to do about it if it isn't.

Statistics

Up to 90 percent of an owner's net worth is tied up in their business, and most have never had it independently valued. You can't manage what you've never measured.
Nearly 6 in 10 business owners plan to exit by 2027, according to Bank of America. A wave of owners is heading for the door, most without a current read on what their business is worth.
9 percent higher profitability and revenue growth: that's what Aberdeen found for companies that actually track and analyze their numbers. Visibility isn't overhead. It's an edge.

90%

of an owner's net worth is tied up in their business

6 in 10

of business owners plan to exit by 2027, according to Bank of America

9%

percent higher revenue growth for companies that track numbers

What to Expect

The Exit Service is a single engagement that carries you from "thinking about it" to a signed deal. Here's what's included.

A Real Valuation

A defensible estimate of what the business is worth now, updated annually, so the number is never a guess.

What's Driving It

A clear read on what's adding value and what's dragging it down, from owner dependence to customer concentration to the quality of your earnings.

Where You Stand

How your value and key metrics compare to your industry, so you know whether you're ahead or behind.

Progress Over Time

Year-over-year tracking, so you can tell whether the changes you made actually moved the value.

When did you last know what your business was actually worth?

Most owners can't say. Tell us about your business and what you're planning for, and we'll walk you through how the Business Insights Report works and what an independent, yearly read on your value would show you.

15 minutes, no commitment
An independent read on value, updated yearly
CMAA Certified advisors

Talk Through the Report

Frequently asked questions

How often should I get my business valued?

At least once a year. Your value shifts with performance, your industry, and the economy, so a number from three years ago tells you very little today. Tracking it annually is the whole point of the Business Insights Report.

Why get a valuation if I'm not planning to sell?

Because you can't improve what you can't measure. Knowing your value and its drivers helps you make better decisions now, whether or not a sale is close, so that when an opportunity or a buyer does appear, you're not starting from a guess.

What affects my business value the most?

Usually how much the business depends on you, how concentrated the customer base is, the quality and consistency of the financials, and whether revenue is recurring or one-off. The report shows you which of these is helping or hurting your number.

Can I actually increase my business value?

Yes, but the moves that matter take time, often one to three years. That's why tracking value annually is useful: you can see what's working, fix what isn't, and watch the number respond, instead of finding out too late.

Is this a formal, certified valuation?

It's an indicative valuation built for planning and decision-making, powered by Capitaliz and based on the information you provide. It's the right tool for understanding and tracking your value over time. If you need a certified appraisal for legal or tax purposes, that's a different exercise, and we can point you in the right direction.