Business Owner Planning – Business Valuation
Business Valuation – It’s never too soon to know.
Once your financial goals and objectives are clearly defined, the next step is understanding your business’s current value. We help you establish a clear, independent valuation — so you know exactly where you stand.
What is your business really worth?
Whether you're considering bringing on a partner, selling to employees, or passing the business to your children, an accurate valuation is critical. But valuation is an art as much as a science — it’s influenced by markets, timing, IRS rules, court decisions, and more.
A third-party valuation gives you an honest, market-based perspective that shows where your business stands — and how it’s perceived from the outside looking in.
Getting this insight well before a sale or transfer gives you time to impact the variables that affect your business’s value — and position yourself for a stronger outcome.
Most importantly, we help you determine whether the sale of your business will support your after-tax income goals for the lifestyle you want.
If that estimate falls short, our team will provide strategies and tactical solutions to help grow your business to meet your financial target.
Contact Forecast Strategic Advisors to take advantage of our proprietary Final Cast™ process — your personalized roadmap toward a successful and rewarding transition.