How much does a business valuation estimate cost?

Bravo 4 Financial offers a free Baseline business value estimate using 143 data points from 25 sources. For a full report with four valuation perspectives and an advisor-written summary, the Bravo 4 Report is $299. A Report plus a 90-minute strategy session is $799. Ongoing quarterly advisory through the Intel Program is $1,499 per year.

What is a Business Value Estimate?

A Business Value Estimate is a data-driven analysis of what your business is worth, built from 143 data points across 25 independent sources. It includes four valuation perspectives: asset sale, equity, enterprise, and liquidation value. It is not a formal appraisal but provides a credible range for planning, exit strategy, and financial decision-making.

Who is Bravo 4 Financial for?

Bravo 4 Financial works exclusively with owners of closely held businesses generating $1M or more in annual revenue. We serve business owners across industries including construction, healthcare, manufacturing, professional services, technology, and retail.

Is the free Business Value Estimate really free?

Yes. The Bravo 4 Baseline is completely free with no obligation. You complete it yourself through the BizEquity platform. No advisor meeting is required, and there is no commitment to purchase any additional services.

WHAT WE DO

Financial Planning Built Around Business Owners.

You didn’t build your business to be confused by your own finances. We help business owners understand what they have, plan for the business, plan for themselves, and manage their investments — so every decision is grounded in real numbers, not assumptions.

Every engagement starts the same way: with a free, data-driven estimate of what your business is actually worth. From there, we build the financial plan and investment strategy your situation calls for.

HOW WE HELP

Four Problems. One Practice Built to Solve Them.

Business owners meeting with a financial planner to discuss their company valuation

“I don’t know what my business is worth.”

Most business owners have never seen an objective estimate of their company’s value. We fix that first — with a free, data-driven Business Value Estimate built on 143 data points across 25 industry sources. Four valuation perspectives. No obligation. No sales pitch. Just your number.

“I don’t have a financial plan for my business.”

Whether you’re planning an exit, bringing in a partner, structuring a buy-sell agreement, or building something you intend to keep for decades — your business needs a financial plan that’s grounded in real data, not assumptions. We help you build exit strategies, succession plans, key person protections, and growth roadmaps that start with what your business is actually worth and work forward from there.

“My business plan doesn’t account for my personal financial picture.”

Your business is one piece of a bigger puzzle. What happens when you sell? What does retirement look like if the business is your biggest asset? Do you have enough outside the company to live the life you want? We build personal financial plans for business owners that connect the dots between your company’s value, your personal wealth, your retirement goals, your estate, and your family’s long-term security — so you’re not making life decisions based on business numbers alone.

“No one is managing my investments alongside my business strategy.”

Most business owners have a retirement account here, a brokerage account there, maybe a 401(k) for the team — and none of it talks to each other. We provide investment management through LPL Financial that’s coordinated with your business strategy and personal financial plan. Whether it’s your personal portfolio, a retirement plan for your employees, a rollover after a liquidity event, or long-term wealth building outside the business — we manage it as part of the same relationship, with the same advisor, in the same conversation.

THE PROCESS