A streamlined process built for speed and rigor.
You will always know what is happening, what is needed, and what comes next.
Start Your ValuationFrom kickoff to delivery
A typical engagement takes 5-10 business days. Here's what happens at each stage.
Discovery Call
Purpose, timeline, stakeholders, and scope. You get a proposal within 24 hours.
What happens
- Align on purpose and stakeholders
- Clarify timeline constraints
- Discuss methodology approach
- Provide clear scope and price
Your outcome
Clear scope, timeline, and proposal
Data Collection
A focused request list. Secure upload. No pointless checklists.
What happens
- Focused data request list
- Secure document portal
- Quick follow-up questions
- Market research begins in parallel
Your outcome
Complete data package ready for analysis
Analysis & Modeling
Method selection, comps, modeling, and documentation. Cross-checks throughout.
What happens
- Select appropriate methodologies
- Build financial models
- Identify comparable companies/transactions
- Document all assumptions
Your outcome
Draft valuation complete
Review & Refinement
Walkthrough call, Q&A, revisions within scope.
What happens
- Video walkthrough of findings
- Q&A on methodology and assumptions
- Address concerns and questions
- Incorporate feedback as appropriate
Your outcome
You understand and are confident in the valuation
Final Delivery
Final report (PDF), schedules (Excel), and support for stakeholders.
What happens
- Final valuation report
- Supporting schedules
- Board presentation (if applicable)
- Stakeholder Q&A support
Your outcome
A defensible valuation ready for your stakeholders
What we'll need from you
Most clients already have 80% of what we need. If something is missing, we will use sensible alternatives and document them clearly.
Built to withstand scrutiny.
Investors, auditors, and boards do not just ask "what's the number?" They ask "why should we believe it?" The answer is method fit, documented assumptions, and market support.
Multiple Methods
We never rely on a single approach. By triangulating across DCF, comparables, and other methods, we find where value converges.
Transparent Assumptions
Every input is documented and justified. When someone asks "why this discount rate?" you have a clear answer.
Market-Grounded
Our conclusions are anchored in real market data: comparable transactions, trading multiples, and industry benchmarks.
Narrative Clarity
A defensible valuation tells a coherent story. We connect the numbers to your business reality in plain English.
Standards Compliant
Our work follows established valuation standards (ASA, AICPA, IRS guidelines), ensuring credibility with auditors and investors.
The mistakes that create valuation pain later.
We've seen these patterns derail fundraises and transactions. Here's how to avoid them.
Using a single valuation method
Different methods capture different aspects of value. A single method leaves you vulnerable to challenges.
How we address this
We apply multiple methods and explain where they converge (and why they might differ).
Undocumented assumptions
When assumptions live only in your head, they can't survive scrutiny from investors or auditors.
How we address this
Every key assumption is explicitly stated, sourced, and sensitivity-tested.
Ignoring market reality
A DCF model in a vacuum can produce any number you want. Without market context, it lacks credibility.
How we address this
We benchmark against real transactions and trading multiples in your sector.
Overlooking company-specific risk
Generic discount rates don't account for your customer concentration, key-person risk, or market position.
How we address this
We build up discount rates with specific risk factors relevant to your business.
Confusing purpose and audience
A 409A valuation has different requirements than an M&A fairness opinion or a fundraising valuation.
How we address this
We tailor the approach, documentation, and delivery to your specific use case.
Waiting until the last minute
Rushed valuations often cut corners that come back to haunt you in due diligence.
How we address this
We work efficiently but never sacrifice rigor. Start early when possible.
Ready to start?
Book a free discovery call and we will outline the fastest defensible path for your use case.
Book Your Call