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Business Valuation

Discover What Your Business Is Worth

“What is your business worth?” Answering this question is one of the most important questions that you will ever answer. As a business owner, your business’s valuation is essential to every decision you make. It’s our mission to help all our business owner clients know what they are worth and to plan accordingly.

We’ve invested in technology to help ensure our business owner clients have the facts needed to make sound planning decisions. Our innovative technology harnesses the power of big data to deliver accurate and efficient business valuations. The tool is easy to use, but backed by a sophisticated engine that has been trusted by millions of business owners worldwide.

To get started with your business valuation you’ll need the following documents:

  • Last 3 years of Federal Tax Returns
    • (Forms 1065, 1120, 1120S or Schedule C)
  • Current Interim Financial Statements
    • (Income Statement and Balance Sheet)
  • Cash Flow Forecast
    • (Revenue Growth & EBITDA Margin)
  • Sales by Customer Report
  • Summary of Current Insurance Coverage
    • (Life, Key Person, Liability, etc)
  • Schedule of Compensation Paid to Each Owner & Family Member for Each Year
    • (W-2 and 1099 amounts)
  • List of One-Time/Non-Recurring/Non-Operating Revenues, Expenses, Gains & Losses
    • (If applicable)

Contact Us


Thayer Financial
439 4th Street SW
Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor