Business Valuations: Discover What Your Business Is Really Worth with Wise Business Plans®
Table of Contents
- What Is a Business Valuation?
- Why Business Valuation Matters
- The Wise Business Plans Valuation Process
- Why Wise Business Plans Is the Trusted Name in Business Valuation
- Types of Valuations We Offer
- Real-World Example: How Valuation Drives Success
- The Strategic Value of Knowing Your Worth
- The Wise Business Plans Advantage
- Conclusion: Clarity, Confidence, and Control
- Ready to Discover Your Business’s True Value?
Knowing the true value of your business is one of the most powerful insights an entrepreneur can have. Whether you’re preparing to sell, attract investors, apply for financing, or plan succession, understanding your company’s worth is essential for making informed decisions.
At Wise Business Plans®, we specialize in delivering accurate, defensible, and data-backed business valuations that go far beyond simple calculations. Our valuation experts analyze financials, market conditions, industry benchmarks, and intangible assets to determine a fair and strategic value that withstands scrutiny from lenders, investors, and buyers alike.
With over 15,000 plans completed, $2 billion+ in funding supported, and expertise across 400+ industries, Wise Business Plans brings unparalleled credibility and precision to the valuation process.
What Is a Business Valuation?
A business valuation is a comprehensive assessment of a company’s economic worth, based on its financial performance, assets, liabilities, market position, and growth potential.
Unlike a rough estimate or an online calculator, a professional valuation uses standardized financial methodologies and market data to determine what your business is truly worth — today and in the future.
A complete valuation takes into account:
- Tangible assets (property, equipment, inventory)
- Intangible assets (brand reputation, goodwill, intellectual property)
- Revenue trends and cash flow
- Market comparables and industry performance
- Customer base and recurring revenue
- Leadership and management structure
The goal? Provide a credible, data-backed valuation report supporting your strategic and financial goals.
Why Business Valuation Matters
Every business owner needs to know what their company is worth — not just when selling, but throughout its lifecycle.
A professional valuation from Wise Business Plans helps you:
- Prepare for Sale or Acquisition
When it’s time to sell your business, you need an accurate, justifiable asking price.
Our valuations help sellers negotiate confidently and attract serious buyers by presenting data-backed evidence of the company’s worth.
- Attract Investors or Secure Funding
Investors and lenders need assurance that your company’s valuation reflects reality.
Wise Business Plans provides detailed reports aligned with SBA, bank, and investor documentation standards — helping you secure funding faster.
- Plan for Succession or Partnership Buyouts
Valuations are essential for equity transfers, mergers, and partnership dissolutions.
A fair, third-party valuation ensures transparency and minimizes disputes between owners, heirs, or stakeholders.
- Support Legal, Tax, and Estate Planning
A credible valuation is often required for IRS filings, divorce settlements, and estate planning.
Wise ensures each valuation is compliant, objective, and defensible in both financial and legal contexts.
- Benchmark and Strategize Growth
A valuation isn’t just about today’s worth — it’s about tomorrow’s potential.
Our reports reveal key performance indicators and value drivers that show where and how you can increase enterprise value over time.
The Wise Business Plans Valuation Process
At Wise, we take a methodical and transparent approach to business valuation, integrating both financial rigor and market insight.
Step 1: Discovery and Financial Review
We start by gathering essential information:
- Financial statements (3–5 years of P&L, balance sheets, and cash flow)
- Tax returns
- Owner compensation and discretionary expenses
- Business structure and operational data
This data forms the foundation for an accurate and unbiased analysis.
Step 2: Normalization and Adjustments
We “normalize” your financials to reflect the true earning power of your business by adjusting for:
- Non-recurring or one-time expenses
- Owner’s salary or benefits beyond market norms
- Related-party transactions
This ensures your valuation reflects market reality, not just accounting records.
Step 3: Market and Industry Analysis
We benchmark your company against:
- Industry multiples
- Market comparables (recent sales of similar businesses)
- Economic and regional trends
This analysis positions your valuation within real-world context — showing how your company performs relative to peers.
Step 4: Valuation Methodologies
We apply recognized valuation methods depending on your business model and goals.
The three most common are:
- Income Approach
Calculates value based on expected future cash flows, discounted to present value.
Ideal for established businesses with stable income.
- Market Approach
Compares your business to recent sales of similar companies in your industry.
This is often used for small and mid-sized privately held firms.
- Asset-Based Approach
Values a business based on its tangible and intangible assets minus liabilities.
Useful for asset-heavy industries like manufacturing or real estate.
Wise experts often use a weighted combination of these methods to create a balanced, fair valuation.
Step 5: Report Development
We produce a comprehensive valuation report that includes:
- Executive summary and key findings
- Overview of financial health and performance trends
- Valuation methodology and rationale
- Adjusted financial statements
- Value conclusion (equity and enterprise value)
- Supporting exhibits and references
Each report is formatted to meet standards used by banks, SBA lenders, investors, and legal entities.
Step 6: Consultation and Strategy
We don’t just hand you a number — we help you understand it.
Your Wise consultant walks through the findings, explaining:
- What drives your current value
- How to increase valuation over time
- What metrics investors and buyers look for
- How to present your company most effectively in funding or sale discussions
This guidance helps you make smarter, strategic decisions with confidence.
Why Wise Business Plans Is the Trusted Name in Business Valuation
Wise Business Plans integrates Expertise, Experience, Authoritativeness, and Trustworthiness into every valuation report and consultation.
- Expertise
Our valuation specialists include MBA-trained analysts, CPAs, and certified valuation professionals with finance, investment banking, and business analysis backgrounds.
- Experience
With over 15,000 business plans and hundreds of valuation engagements completed, Wise Business Plans has experience across industries ranging from retail and tech to manufacturing and healthcare.
- Authoritativeness
Wise Business Plans is a Forbes Business Council member and has been featured in TechRadar, Sovereign Magazine, Credit Suite, and Upmetrics for excellence in business planning and valuation strategy.
- Trustworthiness
We maintain an A+ BBB rating, provide full confidentiality, and use industry-accepted valuation methods that meet IRS, SBA, and professional accounting standards.
Types of Valuations We Offer
Wise Business Plans provides valuation services for:
- Startups and Emerging Businesses – Determining pre-money and post-money value for fundraising.
- Small to Mid-Sized Businesses – Supporting sales, mergers, or loan applications.
- Partnership and Shareholder Valuations – Resolving ownership disputes or buyouts.
- Estate, Divorce, and Litigation Support – Providing defensible, third-party valuations for legal proceedings.
- Exit and Succession Planning – Helping owners understand their business’s worth before transitioning.
Each report is custom-built, not formula-generated, ensuring accuracy and credibility.
Real-World Example: How Valuation Drives Success
“We were preparing to sell our logistics company but had no idea what it was worth. Wise Business Plans conducted a full valuation, normalized our earnings, and provided a professional report we used to negotiate with buyers. The sale closed at 12% above our initial target.”
— Michael, CEO, Logistics
This example shows how a data-driven valuation can directly impact financial outcomes — empowering owners to make informed, profitable decisions.
The Strategic Value of Knowing Your Worth
A business valuation is more than a document — it’s a strategic decision-making tool.
It helps you:
- Identify strengths and value drivers.
- Address weaknesses before negotiations.
- Attract investors with credible data.
- Benchmark progress over time.
- Plan long-term financial and exit strategies.
Knowing your true business value turns uncertainty into opportunity — and transforms negotiations into confident, data-backed discussions.
The Wise Business Plans Advantage
When you choose Wise Business Plans for your valuation, you gain:
- ✅ Certified valuation experts with real-world finance experience.
- ✅ Comprehensive reports aligned with SBA and IRS standards.
- ✅ Actionable insights to help you grow enterprise value.
- ✅ Confidential, U.S.-based service with transparent pricing.
- ✅ End-to-end advisory — from valuation to investor planning.
We don’t just tell you what your business is worth — we show you how to increase that worth.
Conclusion: Clarity, Confidence, and Control
Your business is one of your most valuable assets — but without knowing its true worth, you’re navigating blind.
A professional Business Valuation from Wise Business Plans® gives you clarity, confidence, and control — empowering you to make informed financial and strategic decisions that protect and grow your legacy.
Whether you’re selling, raising capital, or planning for the future, Wise Business Plans provides the expertise, precision, and credibility you can trust.
Ready to Discover Your Business’s True Value?
Let’s get started.
Contact Wise Business Plans® today for your professional valuation consultation.
📞 (800) 496-1056
🌐 WiseBusinessPlans.com