Business Valuation Review
Need a number before the next serious business conversation?
At some point, every business owner needs to understand what the business may be worth.
You may be preparing to sell. Buying out a partner. Selling part of the business. Transferring ownership to a child or key employee. Updating a buy sell agreement.
Or simply trying to understand whether your business can support your future financial goals.
Without a current estimate of value, these conversations can become emotional, vague, or stalled.
The Business Valuation Review gives owners of privately held businesses and LLCs a practical estimate of business value, a clearer view of the factors driving that value, and a more grounded starting point for your next planning, ownership, sale, or succession conversation.
For privately held businesses and LLCs under $20 million in annual revenue
Flat fee: $2,950 per LLC
Includes a business valuation report and a 60-minute consultation
Delivered within three weeks after completed information is received
The Real Question
What is my business worth?
It is one of the most important financial questions a business owner can ask.
But the answer is rarely just a number.
Your business value may affect:
- Whether you are financially ready to sell
- How to price a partial ownership interest
- What a partner buyout might look like
- Whether your buy sell agreement is still appropriate
- How much you need outside the business to retire comfortably
- Whether your estate plan reflects the value of your company
- How to approach succession with family members or key employees
- What risks may need attention before a major transition
Most owners have a rough idea of what they think their business is worth. That estimate may come from a rule of thumb, an industry multiple, a conversation with another owner, or the number they need the business to be worth.
That is not enough when real decisions are on the table.
A valuation helps you move from guessing to planning.
Why Choose Adviso Wealth
A clearer starting point for serious business decisions
Know the Number
Receive a business valuation report for $2,950 per LLC, delivered within three weeks after completed information is received.
The report gives you a practical estimate of what your business may be worth today, based on the information provided and relevant business valuation inputs.
Understand the Drivers
Your valuation is not based on revenue alone.
The review considers financial performance, industry context, profitability, cash flow, owner involvement, balance sheet strength, and other business-specific factors that may influence value.
Use It in the Real World
After the valuation report is delivered, you meet with a financial planning professional for a 60 minute consultation.
We help you understand the report, the assumptions, and how the valuation may be used in a sale, partial ownership transaction, buyout, succession, estate, or retirement planning conversation.
The goal is not just to hand you a report.
The goal is to help you understand what the valuation means and what conversation should happen next.
Who This Is For
Designed for privately held business owners under $20 million in revenue
This review is designed for owners of privately held businesses and LLCs who want a practical, planning-oriented estimate of business value.
It may be appropriate for:
- Service business owners
- Professional firms
- Healthcare practices
- Agencies and consulting firms
- Contractors and trades businesses
- Family-owned businesses
- Businesses with multiple owners
- Owners considering a sale, transfer, buyout, or succession
- Owners who want to understand how much of their net worth is tied to the business
You do not need to be ready to sell.
In fact, the earlier you understand the value, the more time you may have to make better decisions.
Why Business Owners Need a Valuation
A valuation can be useful long before a sale
Selling the Business
Use this section as short cards on the website.
Selling Part of the Business
Create a starting point for pricing a partial ownership interest, employee buy-in, or partner transaction.
Partner Buyout
Move the conversation from opinion to analysis when one owner may buy out another.
Internal Succession
Clarify value before transferring ownership to a child, partner, or key employee.
Buy Sell Agreement Review
Review whether your agreement is still aligned with the current value of the business.
Retirement Planning
Understand whether the business may provide enough value or liquidity to support the next stage of life.
Estate and Legacy Planning
Understand how the business fits into your estate, family wealth, and long-term legacy goals.
Annual Planning
Track the value of one of your largest assets over time and monitor the factors that may increase or limit that value.
What You Receive
What is included in the Business Valuation Review?
Initial Introductory Call
We begin with a short introductory call to understand your business, ownership structure, and why you need a valuation.
This call helps determine whether the review is appropriate for your situation and what information will be needed.
Business Valuation Report
You receive a business valuation report designed to estimate what your business may be worth today.
The report may help you understand:
- Estimated business value
- Key valuation drivers
- Financial strengths and weaknesses
- Relevant industry context
- How profitability, cash flow, debt, assets, and owner involvement may affect value
- What factors may need attention before a sale, transfer, buyout, or succession conversation
Review of Financial Inputs and Adjustments
Business financials often require clarification before they can be used meaningfully in a valuation.
We may review items such as:
- Owner compensation
- Personal expenses running through the business
- One-time or unusual expenses
- Non-recurring income or expenses
- Debt, assets, and liabilities
- Entity-specific details
- QuickBooks items that may need clarification
60 Minutes Consultation
After your report is delivered, we meet for a 60 minutes consultation to walk through the findings.
During this meeting, we discuss:
- What the valuation suggests
- Which assumptions matter most
- What may be driving or limiting value
- How the valuation may apply to your specific situation
- What questions the valuation raises
- What to discuss with your CPA, attorney, buyer, seller, partner, family member, or advisory team
You leave with a clearer number and a better framework for the next conversation.
Common Use Cases
How business owners may use this review
- Preparing to Sell
- Selling Part of the Business
- Partner Buyout
- Family Succession
- Annual Valuation Check-In
Helping Buyer and Seller Conversations Move Forward
A valuation does not set the final price. It creates a serious starting point.
A business is ultimately worth what a qualified buyer is willing to pay, under terms both sides agree to.
But without a valuation, buyers and sellers often talk past each other.
The seller may be thinking about years of sacrifice, personal effort, and future retirement needs.
The buyer may be thinking about cash flow, risk, financing, customer concentration, owner dependence, and return on investment.
A valuation can help both sides begin with a more grounded conversation.
It can clarify:
- What the business may be worth today
- What assumptions are driving the value
- What information still needs to be reviewed
- What issues should be discussed before terms are negotiated
- Whether the conversation should continue with a CPA, attorney, lender, broker, or valuation specialist
This is especially helpful when the buyer and seller already know each other, such as in a partner buyout, employee buy-in, family transfer, or internal succession.
What this review is and is not
- This review is designed for planning and decision-making purposes.
- It is not a certified appraisal and is not intended for litigation, divorce proceedings, shareholder disputes, formal tax reporting, SBA lending, credit underwriting, or any situation that requires a formal valuation from a credentialed appraisal professional.
- If your situation requires a formal appraisal, legal opinion, tax filing valuation, or litigation support, you should work with the appropriate credentialed valuation professional, CPA, or attorney.
- For many business owners, however, this review is a practical first step.
- It helps you understand what the business may be worth, what could affect that value, and how to begin the next conversation with more clarity.
Frequently Asked Questions
Is this the same as a certified business appraisal?
No. This is a planning-oriented business valuation review. It is designed to help you understand what your business may be worth and how to use that information in planning, sale, buyout, succession, or ownership conversations.
It is not a formal appraisal for litigation, divorce, shareholder disputes, tax reporting, lending, or legal proceedings.
Who is this designed for?
This review is designed for owners of privately held businesses and LLCs with under $20 million in annual revenue.
It may be useful for owners considering a sale, partial ownership transaction, partner buyout, internal succession, family transfer, buy sell agreement review, retirement planning, or annual planning.
What information do you need?
We typically request three years of business tax returns, current profit and loss statement, current balance sheet, QuickBooks reports or year-to-date financials, ownership details, and answers to a short business questionnaire.
Additional information may be requested depending on the business and the reason for the valuation.
How long does it take?
Reports are delivered within three weeks after completed information is received.
The timeline begins once we have the information needed to prepare the valuation.
Why is the fee per LLC?
Each LLC or business entity may have different financials, ownership details, assets, liabilities, risks, and valuation considerations.
For owners with multiple entities, each LLC is reviewed separately at $2,950 per LLC.
Can this help if I am selling part of the business?
Yes. This review can provide a starting point for understanding what a partial ownership interest may represent.
It can be especially helpful when the potential buyer is a partner, employee, family member, investor, or outside party.
Can this help with a partner buyout?
Yes. A valuation can help move a partner buyout conversation from opinion to analysis.
It does not eliminate negotiation, but it creates a more structured starting point for discussion with your partner, CPA, and attorney.
Can this be used every year?
Yes. Many owners benefit from updating the valuation periodically, especially if the business is their largest asset or if they are preparing for a future sale, succession, or retirement.
Annual updates can help track progress, monitor value drivers, and support better planning conversations.
What happens after the consultation?
You may use the report as a standalone planning tool, share it with your CPA or attorney, or use it as a first step toward more comprehensive financial planning, exit planning, or wealth planning.
There is no obligation to continue beyond the valuation review.
Need a number before the next conversation?
Whether you are selling your business, buying out a partner, transferring ownership, selling part of the company, or planning for retirement, a valuation can give you a clearer place to begin.