Free Business Valuation

Get a preliminary, indicative view of your business’s value and the factors that influence it. Financial-document submission and a 20-minute results call are required.

How it works

1. Submit your business details and financial records using the form below.

2. Our team reviews the information and follows up if anything essential is missing.

3. Join a required 20-minute results call to discuss the indicative value, assumptions and next steps. Our team will coordinate this call after reviewing your documents.

What to submit

• Last three year-end profit and loss statements and balance sheets, where available.

• Current year-to-date profit and loss statement and balance sheet.

• Business debt schedule and a summary of ownership.

• Notes on your industry, annual revenue, unusual income or expenses, and the reason for requesting a valuation.

If a record is unavailable, explain that in Notes. The analysis depends on receiving sufficient financial information.

Important limitations

This complimentary analysis is preliminary and indicative, not a formal appraisal or a guarantee of sale price. It relies on information you provide and is not intended for tax, legal, lending or transaction reliance. Seek appropriately qualified independent professionals when a formal valuation is required.

Document submission & privacy

Upload only relevant records. Redact unnecessary personal information. Do not submit passwords, bank login credentials, Social Security numbers, payment-card details or government IDs. Each file must be 10 MB or smaller. Contact our team before submission if you have questions about access, retention, deletion or how your records will be used.

By submitting a request, you are asking our team to review the supplied records for this preliminary valuation and contact you to arrange the required results call.