We believe a valuation should do more than measure where you are—it should guide where you're going. That’s why we go beyond traditional methods to deliver a future-ready perspective. While conventional valuations often rely solely on historical financial data, our approach equips business owners with a dynamic view of both current value and future potential. Here’s what sets our valuations apart:
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Traditional Valuation |
Blueprint Valuation |
Future-Ready |
Focuses on current state based on financial metrics. |
Assesses current value and projects future value based on strategic changes, providing a dynamic, forward-looking approach. |
Industry Benchmarking |
Uses financial ratios for comparative analysis. |
In-depth analysis comparing your business against industry peers based on key value drivers, pinpointing areas for significant enhancement. |
Value Drivers: A Buyer's Perspective |
Concentrates on internal financials and tangible assets. |
Emphasizes aspects valued by potential buyers, incorporating market dynamics and buyer behavior into the valuation. |
Actionable Growth & Exit Strategies |
Offers static valuation with little strategic guidance. |
Provides valuation plus strategic advice tailored to align business growth with personal goals to prepare for a successful exit. |
Exit Planning & Valuation Consultation |
Often conducted without comprehensive expert consultation. |
Engages certified professionals specializing in exit planning and valuation, offering personalized, strategic planning guidance. |
Valuations that Help You Plan, Grow, and Exit on Your Terms
Where Business Value Meets Exit Readiness
Our integrated approach combines strategic planning, deep market insights, and specialized guidance to ensure your valuation is not just a number—but a pathway to greater success. Whether you're preparing to scale, adapt, or exit, we're here to help you achieve your goals with precision and foresight.
We offer three service levels designed to meet you where you are and guide you toward where you want to go:
Blueprint AssessmentA value-focused snapshot that benchmarks your business against the 8 key drivers of company value. This report highlights your strengths, exposes vulnerabilities, and uncovers opportunities to close the gap between today’s value and tomorrow’s potential.
Blueprint Builder
A strategic engagement that goes deeper—integrating your Value Builder Score with competitive benchmarking, growth planning, and risk reduction strategies. It’s ideal for owners looking to actively build value and prepare for a future transition.
Blueprint Valuation
A certified, formal valuation conducted by a Certified Valuation Analyst®. This comprehensive analysis uses income and market approaches to deliver a defensible conclusion of value—perfect for succession, sale, legal, or financial planning.
We offer three service levels designed to meet you where you are and guide you toward where you want to go:
Blueprint AssessmentA value-focused snapshot that benchmarks your business against the 8 key drivers of company value. This report highlights your strengths, exposes vulnerabilities, and uncovers opportunities to close the gap between today’s value and tomorrow’s potential.
Blueprint Builder
A strategic engagement that goes deeper—integrating your Value Builder Score with competitive benchmarking, growth planning, and risk reduction strategies. It’s ideal for owners looking to actively build value and prepare for a future transition.
Blueprint Valuation
A certified, formal valuation conducted by a Certified Valuation Analyst®. This comprehensive analysis uses income and market approaches to deliver a defensible conclusion of value—perfect for succession, sale, legal, or financial planning.
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Blueprint Assessment
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Blueprint Builder
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Blueprint Valuation
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Best for: Business owners seeking an insightful snapshot of their company’s current strengths and weaknesses.
Description:
This introductory service benchmarks your business against the 8 Key Drivers of Value that buyers look for when evaluating a company. You’ll receive a Value Builder Score and high-level recommendations that reveal where your business stands today and how it compares to industry averages. Ideal for early-stage planning, it’s the first step toward increasing your company’s value—whether or not you’re planning to sell.
You Receive:
Description:
This introductory service benchmarks your business against the 8 Key Drivers of Value that buyers look for when evaluating a company. You’ll receive a Value Builder Score and high-level recommendations that reveal where your business stands today and how it compares to industry averages. Ideal for early-stage planning, it’s the first step toward increasing your company’s value—whether or not you’re planning to sell.
You Receive:
- Personalized Value Builder Score Report
- Benchmark comparison across the 8 Key Drivers of Company Value
- Estimated range and mean value of the business based on market comps
- Identification of the value gap between current and potential value
- Insight into how strategic improvements can significantly grow valuation
- Visuals and commentary comparing the business to industry benchmarks
- Two 90-minute review sessions with a certified advisor
Best for: Owners preparing to grow, improve profitability, reduce risk, or explore future transition options.
Description:
This mid-tier service builds on the assessment offering by combining strategic insight with comparative benchmarking and financial modeling. You'll receive a detailed report that identifies your revenue gap (the difference between today’s value and your ideal exit value), shows how you compare to others in your industry, and outlines specific actions to grow value. This is ideal for business owners who want to make their company stronger, more scalable, and less dependent on them personally.
You Receive:
Description:
This mid-tier service builds on the assessment offering by combining strategic insight with comparative benchmarking and financial modeling. You'll receive a detailed report that identifies your revenue gap (the difference between today’s value and your ideal exit value), shows how you compare to others in your industry, and outlines specific actions to grow value. This is ideal for business owners who want to make their company stronger, more scalable, and less dependent on them personally.
You Receive:
- Everything in Tier 1, plus:
- Projected vs. current value estimate
- Revenue gap and value enhancement roadmap
- Industry benchmarking and competitor analysis
- Strategic risk & growth insights
- Summary action plan
Best for: Owners preparing for an exit, transition, partnership event, or requiring a formal certified valuation.
Description:
This premium service includes a full certified business valuation, performed by a Certified Valuation Analyst® and tailored for high-stakes decisions such as a sale, succession plan, partnership buyout, divorce, or estate planning. It combines income-based and market-based methodologies with a deep analysis of your business’s financial, operational, and strategic profile. You’ll also receive expert guidance on how to position your company for a successful transition, making this a true roadmap to exit readiness.
You Receive:
Description:
This premium service includes a full certified business valuation, performed by a Certified Valuation Analyst® and tailored for high-stakes decisions such as a sale, succession plan, partnership buyout, divorce, or estate planning. It combines income-based and market-based methodologies with a deep analysis of your business’s financial, operational, and strategic profile. You’ll also receive expert guidance on how to position your company for a successful transition, making this a true roadmap to exit readiness.
You Receive:
- Everything in Tiers 1 & 2, plus:
- Certified Business Valuation Report
- Income-based and or market-based valuation approaches
- Economic and industry trend analysis
- Exit readiness insights and transition strategy
- Follow-up consultation and implementation guidance
