Business Valuation
Gain clarity on your company’s true value. Swick’s Business Valuation Service helps business owners plan exits, raise capital, and grow with confidence.
Know What Your Business Is Worth with Our Business Valuation Service
At Swick & Associates, our Business Valuation Service is built for business owners who need real clarity. Whether you’re preparing to sell, bringing on a new partner, planning your exit, or simply want to understand where you stand, we provide valuations that are accurate, strategic, and easy to understand.
We don’t just give you a number. We explain what it means, how we got there, and how you can use that insight to make smarter business decisions.
- Entity evaluation and planning
- Reasonable compensation analysis
- Processes and procedure review
- Fractional CFO Services
- And More
What’s Included in Our Business Valuation Service
Our team takes a personalized approach to every valuation. We combine proven financial models with real-world experience to give you a comprehensive look at your company’s value. Every valuation includes:
A full review of your financial statements
Adjustments for owner compensation
Industry benchmarking and market comparisons
Analysis of tangible and intangible assets
Cash flow projections and profitability insights
We’ve worked with business owners across a variety of industries, including restaurants, professional services, retail, construction, and healthcare.
When Should You Get a Business Valuation?
There are several points in the life of a business when a valuation is not only helpful, but necessary:
- Selling your business or merging with another company
- Negotiating a partner buy-in or buyout
- Creating a succession or estate plan
- Going through a divorce or business dispute
- Applying for loans or raising investor capital
- Setting long-term business goals and benchmarks
If you’re facing any of these situations, a professional valuation can provide peace of mind and leverage for your next steps.
Our Process: Simple, Thorough, and Straightforward
Here’s what working with Swick looks like:
We start with a free consultation to understand your goals.
Next, we collect financials and other key documents.
Our team analyzes your business using multiple valuation methods.
We deliver a clear, detailed report and walk you through every section.
You’ll get more than just numbers on a page. You’ll walk away with a better understanding of your business and practical advice on how to move forward.
Let’s Talk About Your Business’s Value
You’ve worked hard to build your business. Now it’s time to find out what it’s truly worth and how that knowledge can work for you. Our team is ready to help.
Frequently Asked Questions
What documents do I need to get started?
We typically request the past three years of tax returns, profit and loss statements, balance sheets, and any information on owner compensation, debts, and major assets.
How long does the valuation take?
On average, our process takes between two and four weeks. If you’re working with a tight deadline, let us know and we’ll do our best to accommodate.
Can I use this valuation in a legal or financial setting?
Yes. Our valuations meet professional standards and are suitable for use in business transactions, legal proceedings, and tax planning.
Do you work with specific industries?
We serve a wide range of industries including restaurants, legal and medical practices, construction, retail, and professional services. No matter your field, we can help you understand the value of what you’ve built.
