Business Valuation Services for Privately Held Companies
DM Buck Advisory provides independent business valuation services to help owners understand company value, support exit planning, and make informed strategic decisions. We perform all levels of valuations, from informal estimates of value (best prior to launching an outside sale) to certified appraisals required for business or estate planning decisions.
What Is a Business Valuation?
A business valuation is a structured financial analysis that determines the fair market value of a privately held company. It evaluates financial performance, risk factors, market conditions, and industry comparables.
Business valuations are often needed for:
- Exit planning
- Selling a business
- Shareholder agreements
- Estate and tax planning
- Strategic growth decisions
Frequently Asked Questions
Q: How long does a business valuation take?
Most valuations are completed within 3–6 weeks depending on financial complexity.
Q: What documents are required?
Typically 3–5 years of financial statements, tax returns, and operational details.
Q: How often should I update a valuation?
Owners preparing for exit should update valuations every 1–2 years.