NDA-First ProcessConfidentialNo ObligationResponse Within 1 Business Day
CONFIDENTIAL REQUEST
Request Your Confidential Valuation
Start with a confidential conversation. We sign an NDA before any financial details are shared — your information is never disclosed to buyers, competitors, staff, or any third party without your written consent.
WHAT YOU WILL RECEIVE
Professional valuation deliverables
- Written valuation report with defensible range
- DFW comparable transaction analysis
- 15+ factor business quality assessment
- Industry-specific KPI benchmarking
- 30-minute one-on-one consultation
- Growth recommendations to improve your multiple
THE PROCESS
What happens next
- 1
Confidentiality terms sent
Within one business day, you receive our NDA and a brief questionnaire to confirm your goals.
- 2
15-minute confidential call
We discuss your situation, timeline, and answer any questions. No financial details required yet.
- 3
Document collection
If you proceed, we request 2-3 years of financials. We can work directly with your accountant.
- 4
Report and consultation
Written valuation report delivered within 10-15 business days, followed by a 30-minute walkthrough.
Not ready to request a valuation?
Frequently asked questions
Common questions about confidentiality, the valuation process, and what to expect.
Is my information kept confidential?
Absolutely. We operate on an NDA-first basis — confidentiality terms are sent before any financial information is shared. Your data is never shared with buyers, competitors, employees, or any third party without your explicit written consent. If you decide not to proceed at any point, all materials are returned or destroyed.
What happens after I submit this form?
Within one business day, you will receive an email with our confidentiality terms and a brief questionnaire to confirm your objectives. Once signed, we schedule a 15-minute confidential call to discuss your situation, goals, and timeline. There is no obligation to proceed beyond the initial conversation.
What information do I need to provide now?
Just your name, email, and business name. That is enough for us to begin. If you want to share additional details (revenue, earnings, timing), the notes field is available but entirely optional. We will collect detailed financial information only after confidentiality terms are signed.
How long does a professional valuation take?
From initial conversation to delivered report, most professional valuations are completed within 10-15 business days. The timeline includes document collection (2-3 days), analysis and report preparation (5-7 days), and a 30-minute consultation to walk through findings.
What does a professional valuation cost?
Professional valuations for small businesses in the DFW market typically range from $2,500 to $7,500 depending on business complexity. We provide a fixed quote after the initial confidential call so there are no surprises. The investment typically pays for itself many times over through better positioning and stronger negotiation leverage.
Do I have to sell if I get a valuation?
No. Many of our clients use the valuation for planning purposes only — to understand their current position, identify what would increase their value, and set a timeline for a future exit. There is no obligation to take any next step after receiving your valuation.