Business Valuation Services
Defensible, NACVA-compliant valuations for exit planning, estate work, partner transactions, M&A, SBA financing, and internal share transfers. Work that holds up to lenders, buyers, auditors, and the IRS.
Valuations Built to Stand Up to Scrutiny
A business valuation determines what your company is actually worth - not what it might sell for in a perfect market or what a back-of-the-envelope calculation suggests, but a defensible number grounded in evidence, methodology, and credentialed work.
MyExec delivers valuations for the moments where the number matters. Exit planning, estate and gift tax filings, partner buyouts, M&A transactions, SBA financing, and internal share transfers - each one carries real stakes and an audience that will scrutinize the work. Lenders, buyers, attorneys, auditors, and the IRS don't accept rough estimates. They accept defensible analysis backed by accepted valuation methodology and credentialed practitioners.
That's the standard we deliver to.
When You Need a Business Valuation
A defensible valuation requires accepted methodologies, well-documented analysis, deep understanding of the business and its industry, and credentialed practitioners whose work will hold up under scrutiny.
MyExec focuses on six valuation engagement types where we deliver the strongest value to growing businesses.
Whether you're preparing for an exit, transferring shares, navigating a partner buyout, or securing financing, the valuation is the foundation the transaction stands on. A weak valuation creates risk - tax disputes, financing delays, contested deals, lost leverage. A defensible valuation, grounded in accepted methodology and credentialed work, creates the confidence everyone in the transaction needs.
That's what MyExec delivers. Valuations aligned with NACVA professional standards, thorough analysis, complete documentation, and work built to stand up to the people who will scrutinize it.
Business Valuations We Provide
1. Exit Planning and Pre-Sale Valuations
Before you decide to sell, you need to know what the business is actually worth. A pre-sale valuation gives you the baseline you need to negotiate from strength, evaluate offers honestly, identify the value drivers worth strengthening before going to market, and avoid leaving money on the table. The earlier in the exit timeline you have a defensible number, the more leverage you have when it counts.
2. Estate and Gift Tax Planning
Estate and gift tax filings require valuations that hold up to IRS scrutiny. Whether you're transferring shares to family members, funding a trust, or planning the eventual estate transition, the valuation has to follow accepted methodology, document the inputs, and stand on its own when reviewed. A weak valuation here can trigger audits, penalties, and disputes that compound over years.
3. Partner Buyouts and Shareholder Disputes
When a partner exits, a shareholder wants out, or ownership needs to be restructured, the valuation becomes the foundation of the transaction. Independent, defensible work protects all parties and reduces the risk of disputes that drag on or end up in court. In disputed situations, the valuation often becomes evidence - and it needs to be built to that standard from the start.
4. M&A Transactions and Fairness Opinions
Whether you're evaluating a target on the buy-side, defending a price on the sell-side, or producing a fairness opinion for a board, M&A valuations need to be credible to sophisticated counterparties. Buyers, sellers, lenders, advisors, and boards all review the work. The valuation has to support the deal narrative and survive due diligence.
5. SBA Financing
SBA-backed loans require business valuations that meet SBA lender standards. The valuation has to be independent, methodology-driven, and built to documentation requirements that satisfy both the lender and SBA review. Getting this wrong delays funding, and in some cases derails the loan entirely.
6. Internal Share Transfers
When shares move within a company - new owners, employee equity, partner contributions, or restructuring of ownership - a defensible valuation establishes the basis for the transaction and creates the documentation needed for tax filings, accounting treatment, and future audits. Internal transfers feel less consequential than external transactions, but the documentation requirements are often just as strict
How We Build a Defensible Valuation
Every valuation engagement is built on the same foundation: accepted methodology, evidence-based analysis, and complete documentation. Here's what that looks like in practice.
Our Approach to Valuations
1. Accepted Valuation Methodology
Every engagement applies one, or all of, the three primary approaches to business valuation - income, market, and asset - weighted to the specific context of the business and the purpose of the valuation. We use accepted methods like discounted cash flow analysis, capitalization of earnings, guideline public company comparisons, and comparable transactions. The methodology is selected to fit the engagement, not forced to fit a template.
2. Industry and Business Analysis
A valuation is only as strong as the analysis behind the numbers. We assess the company's financial performance, growth trajectory, competitive position, customer concentration, key person risk, and the specific industry dynamics that affect value. Quantitative inputs are paired with qualitative judgment so the final number reflects what the business is actually worth, not what a spreadsheet alone would suggest.
3. Defensible Documentation
Every assumption, input, comparable, and adjustment is documented. The valuation report explains the methodology, supports each conclusion with evidence, and walks the reader through the analysis in a way that holds up to professional review. When the work is challenged - by the IRS, opposing counsel, a buyer's diligence team, or a lender's review committee - the documentation does the work of defending it.
4. NACVA Professional Standards
MyExec valuations are built to standards aligned with the National Association of Certified Valuators and Analysts (NACVA), one of the leading accreditation bodies in the field. The methodology, documentation, and ethical standards follow established professional practice. That alignment is what separates a defensible valuation from a back-of-the-envelope estimate dressed up to look formal.
How Our Valuation Engagements Work
Every valuation engagement is scoped to the purpose of the valuation, the complexity of the business, and the audience the work needs to hold up to. Engagements follow a three phase approach:
Discovery and Scoping
We start with a discovery conversation to understand what the valuation is for, who needs to review it, the timeline you're working against, and the specific characteristics of the business being valued. From there, we propose an engagement scoped to the purpose - including methodology, deliverable format, timeline, and pricing - so you know exactly what you're getting before the work begins.
Data Collection and Analysis
Once engaged, we work with you and your team to gather the financial statements, operating data, and supporting documentation the valuation requires. We then conduct the financial analysis, industry research, comparable company and transaction analysis, and methodology application that produces the valuation conclusion. Throughout the analysis, we surface questions, validate assumptions, and document every input that feeds into the final number.
Report Delivery and Support
The engagement concludes with a complete written valuation report that documents the methodology, presents the analysis, and supports the valuation conclusion in a format your audience will accept. We walk you through the report, answer questions, and provide ongoing support if the valuation is challenged or reviewed by a third party. Whether it's the IRS, a lender, a buyer's diligence team, or opposing counsel, the report and the practitioner behind it stand behind the work.
We Also Provide Fractional CFO and FP&A Leadership.
Beyond business valuations, MyExec delivers fractional CFO and FP&A leadership for growing businesses navigating the move from founder-led management to scalable finance operations.
Whether you need senior strategic leadership at the executive table, a full FP&A function running planning and reporting, or both, our scalable depth model is built to fit your business and grow with it.