We enforce institutional-grade protocols from moment one. Prior to receiving any proprietary documentation, we execute a mutual NDA. All financial files are transferred via 256-bit encrypted portals and analyzed in isolated analytical environments, never shared with outside brokers or third parties.

A standard valuation engagement spans 10 to 14 business days from the date of final document submission. This window allows our advisory team to normalize earnings, conduct comparative market transaction indexing, and stress-test multiple economic scenarios.

We primarily require 3 to 5 years of balance sheets, profit and loss statements, federal tax returns, and current interim year-to-date statements. We supply a concise, one-page secure checklist to make gathering documents effortless for your finance staff.

You receive a comprehensive 35+ page Valuation Report, an Executive Summary slide deck, an EBITDA Normalization Bridge, and a 60-minute private strategy briefing with a senior valuation partner to review all findings.

We operate on a transparent, flat-fee engagement model with zero hidden retainers or trailing fees. After our debrief call, your report is yours to keep for tax planning, partnership transitions, or strategic growth, with no obligation to retain ongoing advisory services.