Business Valuation

Business Valuation

Business Valuation

How would you maintain your standard of living in the event you die, become disabled or retire?
What happens to outstanding loans if you die or become disabled?
What do you want to do with the business when you are ready to exit?
Are you concerned about gift or inheritance taxes?

To answer these questions, you need to understand the value or your Largest Asset

Your Business

What was once a time-consuming, expensive ordeal is now a highly-accurate, cost-effective and fast process that gives you a key metric for decision making and immediate insight into what you need to be protected and secure.

What is Your Most Valuable Asset Worth?

Your Retirement. Your Legacy. Your Future.

Value is More

Than a Number.

Most owners have 70-80% of their net worth trapped in the value of their business, yet have never had it valued by a professional.

Business valuation is the process of determining the economic value of a company. It’s important for business owners to understand the value of their company in order to make informed decisions about their business. A professional business valuation can provide insight into the strengths and weaknesses of your company, and identify potential areas for growth and improvement. 

Bolton Advisory Group offers a comprehensive and efficient solution for small to medium sized business owners seeking to understand the true value of their largest asset. Our approach uses multiple data sets to provide a highly accurate business valuation, giving owners the information they need to make informed decisions about their future. During a consultation, we will sit down with you to explain the results and provide benchmarking information to show how you compare to your peers. With our help, you can address key questions, such as maintaining your standard of living in the event of death, disability or retirement, the fate of outstanding loans, exit plans, and inheritance tax concerns. Let us demystify the business valuation process and help secure your financial future.

Of Business Owners Don't Know the Value of Their Business
0 %
Of Owners Think Often about Their Business Value
0 %
Of Business Owners plan to fund their retirement though the sale of their Business
0 %
Of Business Owners have not protected their business value with Insurance
0 %

How We Value Your Company

We harness big data to deliver accurate and detailed valuations in a fraction of the time of traditional methods. Our system allows owners to get yearly valuation updates and our system makes it easy to track your business value on an ongoing basis, so you’re never stuck with outdated information. Knowing your business value is one of the most important things that business owners overlook. Your business value is a key component to ensuring your retirement and estate plan is accurate and that your family and business are protected at the proper level.

Your business is your largest asset, just like any investment account you may have you need to know its value to have an accurate picture of your net worth. Traditional valuations can cost thousands of dollars; our state of the art system uses the power of big data to deliver accurate valuations at a fraction of the cost.

Why Get a Valuation

Get a valuation to understand the value of your largest asset. Small to mid-sized business owners have traditionally been forced to spend thousands of dollars and months of time receiving a business valuation. For most business owners, their business is their biggest asset. Bolton Advisory Group makes it easy for owners to know and understand what that asset is worth, and unlock insights to help strategically plan for future growth.

Business Valuation Pricing

At Bolton Advisory Group, we understand the importance of getting a fair and accurate valuation for your business. That’s why we offer a range of programs to make our Business Valuation services affordable for businesses of all sizes. Our standard price for Business Valuations starts at $1,500, but we also offer a credit if you sign up for our other services. This credit can help reduce the cost of your Business Valuation, making it more accessible and affordable. We also offer customized pricing options based on the unique needs of your business. Our team will work with you to determine the scope of the valuation and provide you with a transparent and competitive quote.

Top 10 Reasons

For a Business Valuation

How We Value Your Company

A Bolton Advisory Group, we have combined data from different technology platforms and 

Provide Advanced Business Metrics: Key Performance Indicator Dashboard: allows the business owner to see key metrics of performance in the business as well as how their performance impacts their valuation

Forecast Future Value: In real time change key variables for the business owner to show how future performance of the business will impact the value of the business

Give Business Performance Benchmarks: benchmark the value of the business and key performance indicators against the competitors in the business vertical as well as geographic location

Business valuation contains the following:

Valuation Report content which includes:

Financial security or financial independence, and not looking to your business for financial security

Industry Financial Profile which includes:

Level of income post exit/departure date & successor. Exiting your business on your own terms

 Additionally, each valuation includes meetings with our advisors to go over the reports

See What
You Get

Check out what you will receive in a Business Valuation report.

Visit Our BizEquity Page

Your Retirement. Your Legacy. Your Future.