Start with the question you need answered.
Most owners do not need everything at once. They need the right engagement based on what they are trying to understand now.
This page is designed to help you identify the best starting point — without forcing you into a fixed process.
What this page is built to help answer
- Which engagement best fits my current situation?
- Do I need a first conversation, a buyer-perspective review, or a valuation-focused engagement?
- What does each option actually help me decide?
- How do I move forward without being pushed into unnecessary work?
Each engagement is built for a different decision.
The right starting point depends on what you need to understand now — not on moving through a required sequence.
Some owners need a first conversation. Others need buyer perspective, transaction-focused valuation, or simply a focused value range.
Initial Direction Session
For talking it through before deciding what fits
Best when you are still sorting out timing, value, or a possible transition and want a productive first conversation before deciding whether deeper work is warranted.
$350
“I’m not sure where to start, but I want to think this through clearly.”
Readiness & Position
For understanding how a buyer would evaluate the business today
Best when you want to see how the business stands under buyer review, where readiness gaps exist, and what may need to be strengthened before taking further action.
$2,950
“I want to understand how a buyer would likely see this business today.”
Valuation & Options
For understanding what a sale would likely produce
Best when you need a more practical view of likely selling value, how transaction realities may affect that outcome, and what realistic options make sense from here.
$3,950
“I need to understand what this business would likely produce if I took it to market.”
Standalone Valuation
For getting a focused opinion of value only
Best when you want a clear value range and supporting logic without expanding into broader advisory, buyer-perspective review, or transaction-focused analysis.
$1,450
“I mainly need a focused value range.”
Not sure which option fits yet?
If you are still early or uncertain, start with a focused first conversation before choosing a broader engagement.
The Initial Direction Session is a conversation-led entry point designed to help you think through your situation and identify the right next step.
This is typically most useful when the right starting point is not yet clear.
What you receive from each engagement.
Before deciding, you can review sample reports to see how the work is structured, how value is presented, and how conclusions are communicated.
Readiness sample report
Shows how a business is evaluated from a buyer’s perspective, including transferability, risks, and areas that may impact value.
Valuation sample report
Shows how likely value is developed, what drives it, and how different factors influence likely sale outcomes.
You do not need to move through every option.
The goal is not to move you through a fixed process. The goal is to help you begin in the place that best matches your current situation.
Not every owner needs the same starting point
Some owners need a first conversation. Others need buyer perspective, transaction-focused valuation, or simply a focused value range. The right answer depends on the question in front of you.
The right fit depends on what you need to decide
Each engagement is designed to answer a different question. The point is not to do more work — it is to choose the work that best fits your situation.
Not sure where to begin? Start with a conversation.
The first step is not choosing the biggest engagement. It is identifying the right starting point based on what you need to decide.
No pressure. Just a structured conversation about your situation and what makes sense next.