Office Locations

Madison, WI
1221 John Q. Hammons Drive
Madison, WI 53717


Milwaukee, WI
18650 W. Corporate Drive
Suite 200
Brookfield, WI 53045


Fox Cities
333 N. Commercial St.
Suite 300
Neenah, WI 54956


Rockford, IL
4960 E. State St.
Suite 1
Rockford, IL 61108

Call (800) 681-0279

Realistic Assessments

Realistic Assessments

Business valuation, due diligence, and projections

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

Valuation: 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’ll also meet with key executives and discuss both problem areas and potential growth opportunities. (See our Due Diligence checklist...)

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

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