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Business Valuation Services
Professional business valuation services for U.S. owners, buyers, and lenders. Understand your company’s value before a sale, acquisition, partner buyout, or SBA financing decision. OGScapital reviews your financials, assesses business risks, and prepares a written report with documented methods and assumptions. Tell us your purpose and deadline to discuss scope, timing, and cost.
Top-Rated on G2, Clutch and other platforms since 2020
Business Valuation for Your Next Decision
Start with the purpose of the valuation. The intended use determines the analysis, report scope, and review requirements.
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Business Valuation for Buying a Business
Before committing to an acquisition, compare the asking price with the business’s earnings, assets, and risks. Our independent business valuation examines financial adjustments, customer concentration, and owner dependency. Understand the assumptions behind the value before negotiating a purchase. For a deeper review of earnings and working capital, consider our financial due diligence and quality of earnings services.
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Business Valuation for Selling a Business
Set an informed starting point for sale discussions. We review financial performance, valuation drivers, and risks that buyers may question. A written report explains how the value was estimated and where assumptions matter. Learn how business valuation for selling a business supports preparation and negotiations. A valuation is an opinion of value, not a guaranteed sale price.
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Business Valuation for SBA Loans
For business valuation for an SBA loan, start by confirming the lender’s requirements. We discuss the transaction, report scope, required qualifications, and delivery schedule before the engagement. Our SBA business valuation work addresses the agreed purpose and applicable requirements. Review our SBA business valuation requirements guide and share your lender’s instructions. The lender determines whether the report meets its review needs.
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Partner Buyouts and Ownership Changes
Establish a documented basis for partner buyouts, succession planning, and ownership discussions. We clarify whether the assignment concerns the whole company or a specific ownership interest. The valuation date, governing agreements, and intended use matter. For estate, tax, or litigation purposes, discuss the required qualifications and report scope with your advisors before commissioning work.
Why Choose Our Valuation Consultants
Work with business valuation consultants who connect the analysis to your transaction, financial data, and intended report users.
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1
Purpose-Specific Scope
Define the business or interest being valued, the valuation date, and the intended use. Our business valuation consulting starts with these details so the scope matches your decision.
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2
Small Business Expertise
Our small business valuation services account for owner compensation, discretionary expenses, and key-person risk. We examine how earnings may change under new ownership rather than applying an unsupported revenue multiple.
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3
Documented Analysis
See the financial adjustments, methods, and assumptions supporting the conclusion. A business valuation specialist explains where the evidence is strong and where uncertainty affects the result.
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4
Agreed Delivery Schedule
For a standard engagement, the first draft is targeted within 10 days after scope agreement and receipt of the required information. Confirm the schedule and any rush options before work begins.
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5
Clear Report Requirements
Discuss the qualifications and professional standards relevant to your assignment. Our team clarifies the agreed requirements before analysis; acceptance by a lender or other reviewer is not automatic.
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6
Related Transaction Support
When your project needs additional analysis, discuss financial due diligence, quality of earnings, financial projections, or CFO support. These services have separate scopes and are not automatically included in a valuation fee.
Your Business Valuation Report
Receive a written analysis explaining the business, financial adjustments, selected valuation methods, and conclusion. The final scope depends on the purpose, available evidence, and intended report users.
Engagement Details
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Intended Users: Owners, buyers, investors, and lenders, as agreed in the scope
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Report Format: Typically 30–50 pages; length depends on the assignment
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First Draft: Targeted within 10 days of scope agreement and complete required information
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Presentation: Written explanations, supporting calculations, and relevant exhibits
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Assigned Team: 2 senior consultants with a project lead
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Revision Period: 3 weeks, within the agreed engagement scope
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Rush Delivery: Discuss availability and timing before ordering
Report Contents
- Purpose, valuation date, intended users, and scope
- Executive summary and valuation conclusion
- Company overview and ownership interest
- Industry, market conditions, and business risks
- Historical financial review and normalization adjustments
- Selected income, market, or asset-based methods
- Key assumptions, limitations, and supporting evidence
- Reconciliation of valuation results
- Supporting schedules and appendices
Business Valuation Report Sample
Preview an illustrative business valuation report to understand the format and depth of analysis. Your report will reflect your business, valuation purpose, and agreed scope.
Business Valuation Services Cost
Business valuation services cost depends on the purpose, report scope, company structure, financial records, and deadline. A single-location owner-operated company requires different work from a multi-entity business or an assignment with specific lender requirements.
- Purpose and report users: a sale, acquisition, ownership change, or financing request may require different analysis.
- Business complexity: multiple entities, locations, revenue streams, and ownership interests affect the scope.
- Financial information: incomplete records or substantial normalization adjustments can increase the work involved.
- Delivery and support: rush timing and additional reviewer questions should be agreed before the engagement.
Request a project-specific quote stating the deliverables, fee, target draft date, and revision terms. For pricing context, read our business valuation cost guide. The engagement quote determines the price for your assignment.
Get Your Business Valuation Quote
Our Business Valuation Process
Our online business valuation services support clients across the United States. Complete the engagement remotely through document sharing and phone or video discussions.
From Initial Scope to Final Report
1. Define the Scope
Share your business type, valuation purpose, and deadline through our contact form. Include lender instructions if applicable.
2. Review the Documents
We discuss the assignment, agree the scope and fee, and request the financial statements, ownership details, and operational information needed for analysis.
3. Prepare the Draft
We analyze financials, review adjustments and risks, and apply suitable methods. A standard first draft is targeted within 10 days after scope agreement and complete required information.
4. Review and Finalize
Review the draft and clarify factual information with your consultant. We address comments within the agreed scope and finalize the business valuation report.
Payment methods: debit or credit card and wire transfer. Timing and deliverables are confirmed in your engagement scope.
Business Valuation Across Industries
Company valuation services should reflect the business model. Share your industry and transaction purpose so we can confirm the scope and relevant experience.
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Restaurants and food service
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Retail and franchise businesses
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Construction and trade businesses
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Medical practices and healthcare businesses
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Professional services businesses
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Technology and recurring-revenue businesses
Small Business Valuation Services
A small business valuation needs more than a revenue multiple. Owner compensation, discretionary expenses, customer relationships, and key-person risk can materially affect earnings. Our small business valuation services examine these factors in the context of the assignment.
For owner-operated companies, seller’s discretionary earnings (SDE) may help explain economic performance. EBITDA can be relevant for other businesses. Neither measure determines value on its own. Financial adjustments must be supported, and market comparisons must reflect the company’s size, risk, and business model.
We review how performance may change after a sale or ownership transition. Recurring revenue, customer concentration, lease commitments, and reliance on the current owner can influence the analysis. An independent company valuation documents the assumptions rather than treating every small business alike.
Business Valuation Methods
The valuation purpose, available information, and business characteristics guide method selection. Your business valuation report explains the selected approaches and why other methods may be less suitable.
Income Approach
The income approach considers expected economic benefits and risk. Depending on the assignment, analysis may use discounted cash flow or capitalization of earnings. Forecasts, required investment, and the discount or capitalization rate need support. Optimistic projections alone do not establish a company’s value.
Market Approach
The market approach compares the business with relevant transactions or companies. Differences in size, margins, growth, customer concentration, and transaction terms matter. A multiple is useful only when the underlying comparison and financial measure are appropriate.
Asset-Based Approach
An asset-based approach considers assets and liabilities under the relevant premise of value. It may be useful for asset-intensive businesses or other assignments where asset values are central. Going-concern value and liquidation value answer different questions and should not be presented as equivalent.
Documents for a Business Valuation
Prepare the information below for an initial discussion. The final document request depends on the scope and data available.
- Historical income statements and balance sheets, plus current year-to-date financials.
- Business tax returns where relevant to the assignment.
- Ownership details and identification of the business or interest being valued.
- Debt schedules, significant assets, leases, and key contracts.
- Owner compensation and explanations of unusual or nonrecurring items.
- Revenue breakdowns and information about major customers.
- The valuation purpose, requested date, deadline, and lender instructions if applicable.
If records are incomplete, explain what is available before ordering. We can discuss information gaps and how they may affect scope, timing, or limitations. Arrange the document-sharing method with the team rather than sending sensitive financial records through a public inquiry field.
Industry-Specific Valuation Factors
Restaurant Business Valuation
Restaurant valuation can involve owner earnings, lease terms, equipment, seasonality, and franchise obligations. Distinguish the operating business from real estate or a standalone equipment appraisal. Explore our restaurant business valuation and appraisal services for a focused engagement.
Medical Practice Valuation
A medical practice valuation may require analysis of physician compensation, payer mix, provider dependency, and equipment. Define whether the assignment concerns the operating practice, an ownership interest, or another asset. Discuss the healthcare experience and qualifications required before setting the scope.
Professional Services Business Valuation
For a professional services business valuation, client retention, recurring contracts, staff capacity, and partner dependency can shape risk. We discuss how these factors affect transferable earnings and the assumptions behind the analysis.
Valuation vs. Due Diligence
Business valuation estimates value for a defined purpose and date. Financial due diligence examines financial information and transaction risks. A quality of earnings report focuses on earnings quality and relevant adjustments. These services can support the same acquisition, but they are separate assignments.
Our business valuation and financial advisory services can be scoped alongside transaction support when needed. Agree which deliverables are required and which are included. A valuation report does not replace legal review, financing approval, or a separate due diligence engagement.
Choose the Right Valuation Specialist
When comparing a business valuation consultant, ask who prepares and reviews the report, what qualifications apply, and how the conclusion will be supported. Experience should match the business type and intended use, not just a general finance background.
If you need certified business valuation services or a CPA business valuation, specify that requirement before commissioning the report. Ask about the responsible professional’s credentials and the standards applicable to the assignment. Qualifications such as CVA, ABV, or ASA should be verified for the individual involved; they are not interchangeable company-wide guarantees.
Our business valuation advisory services begin with a scope discussion. Tell us who will rely on the report and what review criteria they require. Meet the OGScapital team and discuss whether the proposed engagement fits your needs.
About Our Valuation Team
Founded in 2006, OGScapital provides business planning and financial consulting. Our valuation team brings experience in finance, accounting, and business transactions. Professional business valuation consultants define the assignment, analyze the evidence, and explain the report. Discuss your industry, intended use, and any credential requirements before choosing a business valuation professional.
2006
OGScapital was founded in 2006
42+
Our team members have experience in 42+ industries
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We develop 80 Business Valuation Reports per year
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Our team consists of 60 consultants
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OGScapital has a strong network of 25 SBA lenders
Clients Across Industries
More than 5,000 clients have worked with OGScapital across its consulting services. The companies below illustrate our broader client experience.
African Energy Distributor
Velapp
Lyndon Energy
Global Impact
PriceZone
The Smugglers Inn
Baggage Freight
ContinEight Group Corp.
EdUDMG
Confurmo
Bido
Real Estate Company
Precision Science
Panama Wildlife Corp.
Tiger City
Neft
Manatee Holdings LTD
KonaCat
FOX Models
Einstein HR
Destinations USA
Saleem Technologies
KFC
Subway
PolyClean
888 Markets
Vertical Studio
Pure Loyalty
Pronto Hotel
Flip Flop Shops
Waves Coffee House
Sylvan Learning
Blaze Pizza
Twin Peaks
Heavy Rus Cargo
Go Kin
Gat Patch
Monumee
Diamond Sun Labs
Strawberry Star
ClarisFord
Ayurveda Service
Client Reviews
Kenny
Great company
Sandra
Great experience
Great experience, Alex is very knowledgeable and helpful
Haroon Rasheed
Absolutely great experience I am really …
Absolutely great experience I am really impressed thanks Alex
Lawrence Kalevi Wood
Good service and attentive
Good service and attentive to requirements square deal thanks.
Yasmeen
Business valuation for Canadian government
Alex was always quick to respond and always helpful. Great service. Highly recommended.
Mounia Attiga
Alex provided prompt reply and good…
Alex provided prompt reply and good understanding and research, thank you
Sam G
Great experience with OGScapital
Great experience with OGScapital. Alex was both very responsive and professional. End product is great and I would recommend OGS Capital for your business valuation needs! Thank you Sam G Detroit, MI
Business Valuation FAQs
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How much do business valuation services cost?
The fee depends on your valuation purpose, company structure, report scope, financial records, and deadline. Share these details to request a project-specific quote. Confirm the deliverables, revision terms, and any additional support before ordering. Our pricing guide provides context; your agreed engagement scope determines the actual fee.
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How long does a business valuation take?
For a standard engagement, the first draft is targeted within 10 days after scope agreement and receipt of the required information. The final report follows review and agreed revisions. Complex structures, missing records, or additional reviewer requirements may change the schedule. Confirm the draft date and final delivery milestones before work starts.
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Who prepares and reviews my valuation report?
Discuss the assigned consultants and project lead during the initial scope conversation. Ask about relevant industry experience, responsibility for review, and any qualifications required by the intended report user. If you need certified business valuation specialists, identify the credential requirements before commissioning the work.
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Can you provide a business valuation for an SBA loan?
We discuss SBA-related valuation assignments after reviewing the transaction and lender instructions. Confirm the lender’s requirements for report scope, independence, and professional qualifications before commissioning the work. Applicable SBA guidance and the institution’s criteria must be considered. A valuation report does not guarantee financing approval.
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Can you value a small or owner-dependent business?
Yes. Our small business valuation services consider owner compensation, discretionary expenses, customer concentration, and key-person risk. Supported financial adjustments help explain earnings in the context of the assignment. The chosen methods depend on the company and available evidence; a generic revenue multiple is not a substitute for analysis.
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Can I order a business valuation report online?
Yes. Our online business valuation services support U.S. clients through document sharing and phone or video discussions. Start with the valuation purpose, business type, and deadline. Agree the scope and document-sharing process with your consultant before sending financial records. Physical proximity is not the only factor when selecting a valuation provider.
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What is the difference between a business appraisal and valuation?
The terms often overlap when they refer to an opinion of business value. The assignment’s purpose, scope, qualifications, and report requirements matter more than the label. A business appraisal is not automatically a real estate or equipment appraisal. Clarify what is being valued and who will use the report before commissioning work.
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Do I need a certified business valuation professional?
That depends on the intended use and reviewer requirements. A lender, attorney, or other report user may require specific professional credentials or standards. Tell us those requirements before engaging the team. Ask who is responsible for the report and verify the relevant qualifications rather than relying on a general certification claim.
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Can a valuation be reused for another purpose?
Not automatically. A business valuation is tied to its date, scope, assumptions, intended use, and report users. Material changes in performance, ownership, or market conditions can affect relevance. Discuss an update or a different scope before using an existing report for another transaction, lender, tax matter, or legal proceeding.
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How do I choose a business valuation company?
Compare relevant experience, the assigned team, report scope, methods, delivery schedule, and fee. Review a sample and ask how assumptions and financial adjustments will be explained. If you search for business valuation services near me, also assess remote providers against the same criteria. Local proximity alone does not demonstrate valuation expertise.
Business Valuation Support for SBA Lenders
Discuss Your Business Valuation
Tell us what you need to value, why you need the report, and when it is required. Include your industry, ownership structure, and any lender instructions. We will discuss the proposed scope, relevant experience, delivery schedule, and business valuation services cost before you decide to proceed.
