Business owners receive three deliverables once their valuation is complete:
A full Valuation Report (typically ~100 pages), IRS-compliant, documenting the data, data sources, calculations, assumptions, methodology, and conclusion of value.
A Valuation Presentation that delivers critical findings to the business owner and advisor in plain English.
An Edge Report, which personalizes tactical steps to achieve your goals. It includes benchmarking against similar businesses, M&A context for your business type, and specific, prioritized improvement opportunities ranked by return on effort.
Together, these give you not just a number, but a clear, actionable picture of where your business stands and what to do next.