Empowering You
to understand the deal, whether buying or selling.
Discovery
Call to understand clients needs, in order to set expectations on consultation and delivery.
Analysis
Review of financial data for the purchase/sale, contextual research on industry benchmarks.
Delivery
Leave the meeting with a better idea of a business’ value and better armed with questions to ask when buying or selling a business.
Don’t know where to start?
Thank you again for spending time with our team today — the perspective and insight you shared were immensely valuable.
My wife and I worked with Courtney when looking to purchase our family business. She gave a number of questions to consider and helped us understand the value of the business as well as the key value drivers.
Courtney’s valuation consulting session with my client (business owner) and me (his attorney) was tremendously helpful in understanding the various valuation assumptions so we could effectively negotiate a sale of my client’s business.