How much is my business worth?
Sikich’s thorough assessment process includes a personalized review of your situation and provides recommendations for a comprehensive action plan for business succession and personal wealth.
business valuation
The value in undergoing a business valuation
Business owners often ask, “What’s my business worth?” The real question is what they’ll keep after taxes, fees, and obligations. Sikich advisors provide a Net Proceeds Analysis to show true take-home value, explain the drivers behind it, and help you plan confidently for the future.
business valuation
What to expect
We provide a clear valuation and practical steps to position your business for stronger value.
Defining Your Goals
If an offer came today, would you be ready? Our discovery meeting clarifies your goals and provides a current, realistic valuation.
Purposes of a Valuation
Valuations support more than transactions—they’re essential for tax planning, litigation needs and understanding how value grows over time.
Evaluation
We assess personal, operational, market, legal and financial factors. Along with today’s value, we identify opportunities to enhance it and prepare for transition.
Defining Your Goals
If an offer came today, would you be ready? Our discovery meeting clarifies your goals and provides a current, realistic valuation.
Purposes of a Valuation
Valuations support more than transactions—they’re essential for tax planning, litigation needs and understanding how value grows over time.
Evaluation
We assess personal, operational, market, legal and financial factors. Along with today’s value, we identify opportunities to enhance it and prepare for transition.
business valuation
Foundational items needed to begin the valuation process typically include:
The profit and loss statement, balance sheets for the last five years, corporate tax returns for the last five years, and the balance sheet for the current year.
- Copies of current year forecasts and projections
- Information about the company’s products/services
- A list of assets, including inventory and any liabilities
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Learn more.
Our business succession planning experts are here to help. Contact us today!
