Business Valuation for Owners: Exit Planning, Buy-Sell & Succession

As a business owner, your company is likely your most significant asset. Yet, many owners rely on informal rules of thumb or outdated multiples to guess its value. When a critical event occurs: a partner wants to exit, you receive an acquisition offer, or you begin estate planning. Guessing is no longer sufficient.

W&A provides objective, third-party valuations that give you a clear, defensible picture of enterprise value. We don't just hand you a number; we explain the drivers of that value in plain language.

Common Valuation Triggers

• Exit Planning: Understanding baseline value 3-5 years before a planned sale.
• Buy-Sell Agreements: Determining value when a partner retires, dies, or leaves.
• ESOPs: Establishing initial feasibility or conducting annual updates.
• Equity Compensation: Issuing options or shares to key employees.

The Process

We know your time is valuable. Our process is designed to minimize disruption to your operations. After an initial data request, we conduct management interviews to understand the qualitative factors: your market position, management depth, and risks that the numbers alone cannot show.