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Consult & Valuation Services

Stratwell Services image

Consult & Valuation Services

Stratwell Services image

Consult & Valuation Services

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Why Business Owners Invest In Professional Valuations

Many business owners’ overestimate or underestimate their company’s worth. A professional valuation provides an accurate, data-driven assessment based on your company’s financials, market trends, and industry benchmarks. An analysis of your business will provide you with a baseline of your company’s earnings, highlight the strengths and weaknesses of your business, and give you an accurate fair-market valuation of your business.

Your Value & Strategy

Whether preparing to sell, planning to raise capital, need to strengthen your business’s strategy, or identifying the financial baseline of your business, understanding your company’s true value is essential to your business’s financial health and future.

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Understand Your Business's True Market Value

Many owners miscalculate their company’s worth. A third-party professional valuation provides an accurate, market-based, financial-data driven assessment, helping you:

Identify comparables (like-businesses in the last 6-12 months) that have sold.

Identify strengths and weaknesses within COGS, OpEx, CapEx & its Balance Sheet.

Establish a baseline for profit earnings.

Increase Enterprise Value Before Selling

An analysis of your business provides a granular view of your quality of earnings – highlighting your businesses strengths and weaknesses to then apply effort in the necessary areas to:

Maximize profit growth.

Uncover scaling opportunities.

Justify a higher valuation multiple when selling.

Control Buyer Expectations & Gain Negotiation Leverage

Buyers —whether individuals, or strategic acquirers always conduct their own valuation—but an independent valuation ensures:

Better control the pricing narrative.

Negotiations are based on real, verifiable data.

Better negotiate earnouts & deal structures more effectively.

Succession & Exit Planning

Planning for retirement? Transitioning leadership? A business valuation ensures a smooth and profitable exit.

Succession: Prevent conflict by objectively valuing your business before transition.

Without a third party valuation, sellers often settle for less than they deserve.

Why Business Owners Choose OVC

OVC has 20+ years of industry experience – A proven track record of providing valuations and strategic business insights.

We are an unbiased third-party firm providing an objective analysis and valuation.

We don’t believe in generic reports. Every valuation is customized to reflect your business’s unique operations & growth potential.

We treat every valuation with discretion and privacy, ensuring your business information remains secure.

We go beyond numbers—we offer actionable insights to increase your business’s worth over time.

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The Valuation Process

The Valuation Process

01

Consultation Call

Meet n’ Greet call to learn a bit more about your company. Post call, you will receive a financial documents request list email to share with your CPA.

01

Consultation Call

Meet n’ Greet call to learn a bit more about your company. Post call, you will receive a financial documents request list email to share with your CPA.

01

Consultation Call

Meet n’ Greet call to learn a bit more about your company. Post call, you will receive a financial documents request list email to share with your CPA.

02

Retrieval of Financial Data

Once we have obtain financial data from your CPA, we will enter into our proprietary underwriting model. An analysis of your business, market and industry will be developed to share with you at time of presentation.

02

Retrieval of Financial Data

Once we have obtain financial data from your CPA, we will enter into our proprietary underwriting model. An analysis of your business, market and industry will be developed to share with you at time of presentation.

02

Retrieval of Financial Data

Once we have obtain financial data from your CPA, we will enter into our proprietary underwriting model. An analysis of your business, market and industry will be developed to share with you at time of presentation.

04

Valuation Presentation

Once our team completed your company’s valuation, we will schedule a time with to present our comprehensive valuation of your business.

04

Valuation Presentation

Once our team completed your company’s valuation, we will schedule a time with to present our comprehensive valuation of your business.

04

Valuation Presentation

Once our team completed your company’s valuation, we will schedule a time with to present our comprehensive valuation of your business.

05

Valuation Materials & Optional Advisory

Post valuation presentation, we will send you your confidential analysis describing your company’s value, strengths, weaknesses with coinciding actionable steps to growing your business.

05

Valuation Materials & Optional Advisory

Post valuation presentation, we will send you your confidential analysis describing your company’s value, strengths, weaknesses with coinciding actionable steps to growing your business.

05

Valuation Materials & Optional Advisory

Post valuation presentation, we will send you your confidential analysis describing your company’s value, strengths, weaknesses with coinciding actionable steps to growing your business.

Schedule Your Valuation Call

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