Clear Valuations Backed by Experience

not guesswork
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Business valuations aren’t just for exit strategies.

Whether you’re navigating a buy-sell agreement, transferring ownership to a family member, settling an estate, or preparing for tax planning, a credible valuation brings clarity to important decisions. We deliver valuations that don’t just check a box—they hold up under real world scrutiny.

Our team combines CPA, CVA, and transaction tested experience to produce valuation reports that reflect the true performance and position of your business—backed by the kind of analysis trusted by buyers, investors, and advisors alike.

Valuation Packages

  • Accountant reconciling monthly transactions with a calculator and printed financial reports.

FULL SCOPE VALUATIONS

STARTING AT $5,500

FOR FORMAL AGREEMENTS & COMPLIANCE

  • Detailed valuation analysis for buy-sell agreements, legal compliance, and tax authorities
  • Normalized financials, market comps, industry research, and adjusted EBITDA review
  • Comprehensive written report with supporting documentation
  • Reviewed by credentialed professionals with deep deal-side experience

When accuracy matters and your valuation needs to stand up to legal, financial, or regulatory review—this is the level of analysis you want.

request a full scope valuation

LIMITED SCOPE VALUATIONS

STARTING AT $3,500

FOR INTERNAL DECISION MAKING

  • Designed for internal planning, growth strategy, or preliminary partner discussions
  • High-level review of financials, normalizations, and valuation multiples
  • Rapid turnaround with focused deliverables
  • Cost-effective and built to support next-step clarity

Perfect for owners exploring options or needing support for preliminary estate, partner, or internal transfer decisions.

Start with clarity

When Valuations matter

Valuations aren’t just for when you’re selling a business. They come into play during ownership transfers, estate and tax planning, executing buy-sell agreements, or bringing on a new partner. Whether you’re transferring ownership to a family member or preparing for a future transaction, a credible valuation creates clarity and protects what you’ve built.

Let’s Talk About What Your Business Is Really Worth
Book a consultation to explore how a valuation can support your next move.

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  • Additional reporting support for payroll, banking compliance, and month-end close enhancements.

Ongoing Financial Clarity Fuels Confident Valuations

We don’t just deliver a number—we support the financial infastructure that makes that number makes sense.

  • Monthly Financials that ensure your books are accurate, current, and valuation-ready
  • Due Diligence support when you’re evaluating deals or preparing for an investment
  • Cleanup Projects that bring your records up to standard before critical events

Whether you’re planning ahead or responding to change, our team helps ensure your financial story is clear, credible, and complete.

LETS CHAT ABOUT YOUR NEEDS

  • “The Peek Advisory team worked literally ‘side-by-side’ with our employees to meet critical deliverables, always with a flexible client focus and a sensitivity toward sensitive information.”

    Wayne Mathisen
    CEO, Orange ev

Curious what your business is actually worth—and what’s driving that number? Let’s have a straightforward conversation about your goals, the structure of your business, and where the real value lies.

SCHEDULE A CONSULTATION