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Realistic Assessments

Business valuation, due diligence and projections.

The business valuation, due diligence and projections we perform are invaluable for buyers and lenders.

Do Your Due Diligence

Whether you're buying or selling, take the right steps before you act. Use our helpful checklist to get started.

Steps for a Seller Steps for a Buyer


What’s the business truly worth? Looking at the financial statements for the past three to five years, we analyze the business. This valuation is needed before negotiations begin. If there are problems, it will save you an enormous amount of time.

Due Diligence

You want a comprehensive look at who you’re working with – and we provide it. We review financial statements, tax returns and other business records (i.e. insurance, employee information, customer sales history, etc.). We also meet with key executives and discuss both problem areas and potential growth opportunities.


Our realistic 3-5 year projections provide the lender with the information necessary to determine if a business will have sufficient cash flow. This is critical if you’re looking for financing. We want to make sure you’re working with achievable, measurable results.