Low-Cost Investment Advisory Solutions
Call Us (719) 260-8000

Business Owners

Is Your Exit Strategy to Sell Your Business?

The greatest investment in a portfolio may be your business.  We can work with you to research, analyze, and value a company to help you prepare for the sale of your firm.

Selling a Business

Years of hard work building a business will be rewarded by good planning and preparation for the sale of your company.  Like the sale of a home, you will get the best price when you pick the right time to sell, and showcase your firm’s processes, people, marketing, financials, and equipment.

Getting an objective valuation will establish a value for your firm.  Knowing the value can provide a base upon which to negotiate the best price.



Hourly fee or negotiated fixed fee is charged for research and analysis.

A valuation will generally range from $4,000 to $10,000, based upon the size and complexity of the company.

To request a business valuation consultation, please complete the form below.