Business Valuation Services

Our Certified Valuation Analysts (CVAs) provide thorough insights into valuing your organization, whether it’s a business sale, merger, or litigation scenario.

How Can We Help?

Submit the form below to let us know how we can help with your business valuation needs.
Business Valuation

Peace of Mind During Critical Business and Life Events

A business valuation provides an accurate, reliable figure that represents the value of an organization, which is necessary for the acquisition or sale of a business, as well as other important events such as corporate restructuring or litigation — or even personal events such as divorce or estate taxation. This figure is the product of an analysis across all areas of a business, including management, capital structure, future earnings prospects, and market value.

At W3 Financial Group, we understand that the investment in your business may be your most valuable asset. Working with our certified valuation analysts (CVAs) ensures that qualified professionals are on the case, as they adhere to the standards set forth by the National Association of Certified Valuators and Analysts (NACVA).

We have the resources to carry out comprehensive market research, search for comparable transactions, and investigate the different valuation methods available. The result is clear and credible guidance and reporting that you can count on to make important decisions. Have peace of mind in every stage of your business with W3 Financial Group by your side.

Our Services

Our goal is to provide clarity through numbers and simplified guidance to help you be successful during all stages of your business — whether you’re selling, acquiring, investing, seeking investors, restructuring, or retiring.

Asset Purchases & Lease Agreements

Whether it’s a facility or a piece of equipment, we can help you determine the right acquisition method to your advantage by performing a lease vs. buy analysis.

Business Valuation Analysis

Our Certified Valuation Analysts (CVAs) provide a reliable figure that represents the value of your organization, an important consideration in the acquisition or sale of a business, as well as other important events.

Buy-Sell Agreements

Our Certified Valuation Analysts (CVAs) can help you navigate the complex processes, regulations, and analysis necessary to make a business sale or acquisition profitable, all while acting in your best interest.

Revenue, Cost & Profitability Analysis

Our experts provide valuable insights via cash flow analysis, detailed depreciation analysis, revenue and cost center analysis, and contract analysis and consultation.

Meet Our Accounting Team

Our team of CPAs, business valuation analysts, and staff accountants love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.

Meet the W3 Financial Group accounting team.

Explore Our Process

We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.

Build a Complete Financial Picture

Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.