What you get from a confidential valuation

A confidential valuation is a working conversation about your company. We look at the file the way a lender and a buyer will, then we tell you whether the next step is to go to market or to prepare. That read is the reason 86% of our engagements close, compared with about half across the industry.

1. 1. Score readinessIncluding red, yellow, or green on financial clarity, customer concentration, leadership depth, and process documentation.
2. 2. Identify the gapWhere the company sits today versus a stronger exit, in cash flow, risk, and what a buyer can actually finance.
3. 3. Map sell-now versus 12–24 months of prepSome files should list. Some files get a better outcome if we spend a year or two on the four scores first.
4. 4. Plan the handoffWho runs the work after you are not in every decision, so the company can transfer.

Washington and Tennessee, selling nationwide. Main Street and lower-middle-market companies, valued up to $20mm. Send the last two years of statements if you have them. inquiries@veritybrokers.com