REAL SCENARIOS. REAL OUTCOMES.

One Number Changed Everything.

Every business owner’s situation is different. But the need for a real number is universal. These anonymized case studies show what happens when an owner finally knows what their business is worth — and makes decisions accordingly.

Case studies

Three Owners. Three Situations. One Starting Point.

Woman business owner meeting with an advisor about her increased business valuation

Her CPA Said $500k. The Estimate Said $940k.

A longtime business owner was preparing to sell her services company. Her accountant estimated the value at roughly two times earnings — around $500,000. A Business Value Estimate told a different story: $940,000. That number changed the negotiation, changed the sale prices, and changed her retirement.

$440k
additional value uncovered
Family business owners meeting with a financial advisor about a buy-sell agreement

Five Co-Owners. No Agreement. One Estimate Changed That.

A $15M construction company owned by five family members needed a buy-sell agreement but had no starting point. A Business Value Estimate gave them a clear, shared number —and became the foundation for a buy-sell agreement, estate plans for all five owners, and the right insurance coverage to protect the business and their families.

$15M
business valued and protected
Construction business owner who grew from a $600K offer to a $4.2M sale

From a $600k Offer to a $4.2M Sale in 18 Months

A construction company owner received an unsolicited offer of $600,000. The Business Value Estimate came back at $1.2M —more than double. Instead of selling short, the owner focused on the key drivers identified in the estimate. Eighteen months later, the business was re-estimated at $4.2M and sold to a different buyer on better terms.

$3.6M
value gained by knowing the real number