Professional Valuation
A professional business valuation you can rely on.
A comprehensive engagement and report prepared by a valuation expert using industry-standard methodologies. Understand what your business is worth so you can plan strategically, negotiate confidently, and prepare for what's next.
Why a professional valuation matters
A professional valuation provides an accurate, evidence-based understanding of your company’s worth. It identifies key value drivers and operational weaknesses, enabling you to boost profitability, secure financing, and prepare for a successful exit.
A professional valuation demonstrates you understand your company's true worth, giving you credibility with lenders and investors and putting you in a stronger position when seeking financing.
Understand exactly what's driving your company's value and where operational improvements will have the greatest impact on profitability and growth.
Whether discussing with partners, investors, or potential buyers, knowing your number gives you confidence and credibility at the table.
What’s included in your Professional Valuation
A comprehensive valuation report prepared using industry-standard methodologies and IRS Revenue Ruling 59-60 principles.
Valuation Methodology
- Asset Approach valuation
- Income Approach valuation
- Market Approach valuation
- Cost of Capital calculation
- Fair Market Value determination
- Explanation of valuation methodology
Financial Analysis
- Normalized financial statements
- Forecasted financial statements
- Detailed financial ratios and analysis
- Liquidity and working capital analysis
- Cash flow analysis
Industry & Comparables
- Company and sector overview
- Industry analysis and outlook
- Comparable company analysis
- Industry benchmarking
- Market transaction data
- Risk factor assessment
Deliverables
- Detailed written valuation report
- Prepared by a valuation expert
- Consistent with IRS Rev. Ruling 59-60
- Industry-standard methodologies
- 1-year FMV Plus subscription
- Ongoing access to AI analyst
How It Works
From engagement to delivery, typically within one week.
Submit Your Financials
Upload your tax returns and year-to-date financial statements, then complete a brief survey about your business. Our platform extracts and normalizes your financial data for analysis.
Expert Analysis
A valuation expert reviews your financials, applies Asset, Income, and Market approaches, and prepares a comprehensive valuation using industry-standard methodologies consistent with IRS Revenue Ruling 59-60.
Receive Your Report
Receive your Professional Valuation report, typically within one week. Use it to inform strategic decisions, prepare for exit, and enter negotiations with confidence.
When you need a Professional Valuation
Know your number for the decisions that matter most.
Exit Planning
Whether you're 5 years out or actively exploring options, knowing your value helps you set realistic expectations, identify improvements, and time your exit for maximum return.
Strategic Planning
Understand what drives your company's value so you can focus resources on the areas that will have the greatest impact on growth and profitability.
M&A Preparation
Enter acquisition discussions or sale negotiations with confidence. Know your number before the other side tells you what they think you're worth.
Partner Discussions
Whether discussing buyouts, buy-ins, or ownership restructuring, an objective third-party valuation provides a credible starting point for productive conversations.
Investor Conversations
When raising capital or discussing equity, understanding your company's value helps you negotiate from a position of knowledge rather than guesswork.
Management Planning
Identify operational strengths and weaknesses, benchmark against industry peers, and build a roadmap for increasing your company's value over time.
“We’ve used Fair Market Value for multiple valuations for tax and estate planning purposes, and have been consistently impressed by the thoroughness of the reports, the efficient process, and the professionalism of the team. They make what could be a complex engagement surprisingly straightforward.”
Trust and reliability
Fair Market Value is designed with the highest commitment to trust, security, and compliance.
Simple, transparent pricing
Professional Valuation
Know your number with a comprehensive valuation report
- Comprehensive written valuation report
- Asset, Income, and Market approach valuations
- Consistent with IRS Rev. Ruling 59-60 principles
- Prepared by a valuation expert
- Industry analysis and comparable company data
- 1-year FMV Plus subscription included
Frequently asked questions
A Professional Valuation is a comprehensive business valuation report prepared using industry-standard valuation methodologies consistent with IRS Revenue Ruling 59-60 principles. It includes analysis using Asset, Income, and Market approaches, prepared by a valuation expert. This report helps you understand your company’s value for strategic planning, exit preparation, and informed decision-making.
Professional Valuations are typically delivered within approximately one week of receiving all required financial documentation. Complex engagements or situations requiring additional analysis may take longer.
Fair Market Value Professional Valuations are prepared using industry-standard valuation methodologies consistent with IRS Revenue Ruling 59-60 principles. Each report is prepared by a valuation expert using Asset, Income, and Market approaches.
IRS Revenue Ruling 59-60 is a foundational guidance document that outlines the factors to consider when valuing closely held businesses. It establishes the framework for determining Fair Market Value, including analysis of the company’s history, economic outlook, financial condition, earnings capacity, dividend-paying capacity, goodwill, and comparable sales. Our valuations follow these principles to ensure a thorough, defensible analysis.
Typically, we need 3–5 years of financial statements (income statement, balance sheet) and tax returns. You can connect your QuickBooks or Xero account directly, or upload PDF documents. Our team will let you know if any additional information is needed for your specific situation.
Yes. Every Professional Valuation includes a complimentary 1-year subscription to FMV Plus, giving you ongoing access to real-time valuation assessments, private company benchmarking, and our AI-powered financial analyst.
Know your number.
A comprehensive business valuation prepared by a valuation expert. Typically delivered within one week.