Our expert guidance, combined with this comprehensive guide, will equip you with the knowledge and resources you need to confidently navigate each stage, from valuation to closing.
Our expert guidance, combined with this comprehensive guide, will equip you with the knowledge and resources you need to confidently navigate each stage, from valuation to closing.

At Co. Buy Sell, we provide comprehensive business valuation services that deliver clear, defensible insights into your company's true market value. Whether you're planning to sell, seeking growth capital, or making strategic decisions, our methodical approach ensures you have the accurate valuation foundation needed to maximize outcomes.
We employ multiple proven valuation approaches to deliver a comprehensive assessment:
Income-Based Methods: Analyzing your cash flow, profitability trends, and earnings potential
Market Comparison Approach: Benchmarking against comparable business sales in your industry
Asset-Based Valuations: Determining the fair market value of tangible and intangible assets
Industry-Specific Multipliers: Applying relevant sector metrics to your financial performance
This multi-faceted approach ensures your valuation reflects both tangible assets and intangible value drivers like customer relationships, intellectual property, and market positioning.

At Co. Buy Sell, we provide comprehensive business valuation services that deliver clear, defensible insights into your company's true market value. Whether you're planning to sell, seeking growth capital, or making strategic decisions, our methodical approach ensures you have the accurate valuation foundation needed to maximize outcomes.
We employ multiple proven valuation approaches to deliver a comprehensive assessment:
Income-Based Methods: Analyzing your cash flow, profitability trends, and earnings potential
Market Comparison Approach: Benchmarking against comparable business sales in your industry
Asset-Based Valuations: Determining the fair market value of tangible and intangible assets
Industry-Specific Multipliers: Applying relevant sector metrics to your financial performance
This multi-faceted approach ensures your valuation reflects both tangible assets and intangible value drivers like customer relationships, intellectual property, and market positioning.
1. Initial Consultation
We begin with a thorough discussion of your business and valuation objectives. This conversation helps us understand your unique situation and tailor our approach accordingly.
2. Information Gathering
Our team will request specific financial documents and operational information, including:
3-5 years of financial statements and tax returns
Current asset inventory and liabilities
Customer and vendor information
Operational systems documentation
Organizational structure and key personnel details
3. Comprehensive Analysis
Our valuation experts conduct a detailed analysis of your business, examining:
Historical financial performance and trends
Market conditions and competitive landscape
Growth potential and risk factors
Operational efficiency and scalability
Management depth and succession planning
4. Valuation Report Development
We prepare a detailed valuation report that includes:
Executive summary with valuation conclusions
Methodology explanation and justification
Industry and market analysis
Financial analysis and projections
Value driver identification
Supporting documentation and comparables
5. Findings Presentation
We'll schedule a comprehensive review meeting to:
Present and explain our valuation findings
Address questions and provide clarification
Discuss value enhancement opportunities
Outline next steps based on your objectives
Ready to Discover Your Business's True Value?
1. Initial Consultation
We begin with a thorough discussion of your business and valuation objectives. This conversation helps us understand your unique situation and tailor our approach accordingly.
2. Information Gathering
Our team will request specific financial documents and operational information, including:
3-5 years of financial statements and tax returns
Current asset inventory and liabilities
Customer and vendor information
Operational systems documentation
Organizational structure and key personnel details
3. Comprehensive Analysis
Our valuation experts conduct a detailed analysis of your business, examining:
Historical financial performance and trends
Market conditions and competitive landscape
Growth potential and risk factors
Operational efficiency and scalability
Management depth and succession planning
4. Valuation Report Development
We prepare a detailed valuation report that includes:
Executive summary with valuation conclusions
Methodology explanation and justification
Industry and market analysis
Financial analysis and projections
Value driver identification
Supporting documentation and comparables
5. Findings Presentation
We'll schedule a comprehensive review meeting to:
Present and explain our valuation findings
Address questions and provide clarification
Discuss value enhancement opportunities
Outline next steps based on your objectives
Ready to Discover Your Business's True Value?
A comprehensive Business Valuation Report typically includes a cover page, valuation summary, table of contents, executive summary, economic and industry outlook sections, business overview, cost of capital analysis, discounts & premiums explanation, conclusion of value, and appendixes with supporting documents. The report follows established guidelines set by professional organizations and provides a detailed breakdown of how your business value was determined.
Your business value will be determined using one or more of these standard approaches:
Income Approach: Evaluates your company's future earnings or cash flow generation capabilities
Market Approach: Compares your business to similar companies that have been sold or are publicly traded
Asset Approach: Analyzes your balance sheet, adjusts assets and liabilities to current fair market values
Combined Approaches: Sometimes multiple methods are used together to arrive at the most accurate valuation
Yes, depending on your specific situation, your valuation may include adjustments such as:
Lack of Control Discount: Applied to minority interests with limited decision-making power
Marketability Discount: Reflects the difficulty in selling interests in privately-held companies
Other potential factors affecting value include buy-sell agreements, company specialization, multiple owners, and company size
To initiate your business valuation, you'll need to provide:
Your latest three full years of company tax returns
A copy of your buy-sell agreement (if you have one)
Answers to basic questions about your business operations and financial situation
Once this information is collected, a proposal will be submitted and a consultant will prepare your report. The process is designed to help you identify financial priorities at both business and personal levels.
A comprehensive Business Valuation Report typically includes a cover page, valuation summary, table of contents, executive summary, economic and industry outlook sections, business overview, cost of capital analysis, discounts & premiums explanation, conclusion of value, and appendixes with supporting documents. The report follows established guidelines set by professional organizations and provides a detailed breakdown of how your business value was determined.
Your business value will be determined using one or more of these standard approaches:
Income Approach: Evaluates your company's future earnings or cash flow generation capabilities
Market Approach: Compares your business to similar companies that have been sold or are publicly traded
Asset Approach: Analyzes your balance sheet, adjusts assets and liabilities to current fair market values
Combined Approaches: Sometimes multiple methods are used together to arrive at the most accurate valuation
Yes, depending on your specific situation, your valuation may include adjustments such as:
Lack of Control Discount: Applied to minority interests with limited decision-making power
Marketability Discount: Reflects the difficulty in selling interests in privately-held companies
Other potential factors affecting value include buy-sell agreements, company specialization, multiple owners, and company size
To initiate your business valuation, you'll need to provide:
Your latest three full years of company tax returns
A copy of your buy-sell agreement (if you have one)
Answers to basic questions about your business operations and financial situation
Once this information is collected, a proposal will be submitted and a consultant will prepare your report. The process is designed to help you identify financial priorities at both business and personal levels.

The statistics tell a sobering story. According to the International Business Brokers Association, only about 20-30% of businesses listed for sale actually complete a transaction. This low success rate stems largely from inadequate preparation, unrealistic pricing, and ineffective marketing to potential buyers...

Consider this sobering reality: A business that sells for $5 million might generate only $3 million in after-tax proceeds in an all-cash deal, depending on your tax situation and business structure. That's a $2 million reduction in your hard-earned equity. Seller financing, however, fundamentally changes this equation by spreading income recognition over multiple tax years...

Consider this sobering reality: A business that sells for $5 million might generate only $3 million in after-tax proceeds in an all-cash deal, depending on your tax situation and business structure. That's a $2 million reduction in your hard-earned equity. Seller financing, however, fundamentally changes this equation by spreading income recognition over multiple tax years...

The statistics tell a sobering story. According to the International Business Brokers Association, only about 20-30% of businesses listed for sale actually complete a transaction. This low success rate stems largely from inadequate preparation, unrealistic pricing, and ineffective marketing to potential buyers...

Consider this sobering reality: A business that sells for $5 million might generate only $3 million in after-tax proceeds in an all-cash deal, depending on your tax situation and business structure. That's a $2 million reduction in your hard-earned equity. Seller financing, however, fundamentally changes this equation by spreading income recognition over multiple tax years...

Consider this sobering reality: A business that sells for $5 million might generate only $3 million in after-tax proceeds in an all-cash deal, depending on your tax situation and business structure. That's a $2 million reduction in your hard-earned equity. Seller financing, however, fundamentally changes this equation by spreading income recognition over multiple tax years...
We shop 50+ lenders so you get the best terms on SBA, term loans, lines of credit, equipment financing & more — often funded the same day.
Approved applications receive funds in as little as 4 hours.
We fund based on your business performance, not your personal assets.
Upload 3 months of bank statements. No paperwork. Done in minutes.
At Co. Buy Sell, financing isn’t an afterthought — it’s integrated with our full suite of services. We don’t just connect you to loans; we help ensure your business is positioned for approval and long-term success.
We combine funding expertise with hands-on business advisory to help you succeed at every stage.
Our partners offer tailored funding for buying, selling, growing, or licensing businesses.
We don’t just match you — we help strengthen your application and improve approval odds.
Getting the funding your business needs is easier than you think.
Fill out our quick 60-second application. It’s simple, fast, and gets you started right away.
We match you with the best lenders for your situation and present you with clear options.
Choose your offer and get funded — often the same day or within 24–48 hours.
Takes less than 60 seconds • No credit impact
Low rates, long terms up to 25 years. Ideal for growth, real estate, and acquisitions.
Fixed payments, predictable rates. $25K–$2M. Perfect for equipment, inventory, expansion.
Flexible revolving credit up to $1M. Draw only what you need.
Quick access to operating funds. Bridge seasonal gaps or seize opportunities.
Fast funding based on future sales. No collateral required.
Simplify multiple debts into one lower payment.
Finance new or used equipment with little to no money down.
Join thousands of business owners who got funded with Co. Buy Sell
"Co. Buy Sell helped me secure $475K when every bank said no. David was great and walked me through every step."
"Matt made the process quick and easy. I had my equipment financed in under 48 hours with zero hassle."
"David was fantastic. He found me better rates than I could have gotten anywhere else. Highly recommend."
"Matt made everything so simple. I got $320K in working capital with almost no paperwork."
"Co. Buy Sell helped me buy my first food truck. David was patient and found the perfect loan for my situation."
"Matt made the process quick and easy. I was funded in 36 hours. Best decision I made this year."
"David was great. He explained everything clearly and got me approved for an SBA loan when I thought it was impossible."
"Matt made the process quick and easy. I had my line of credit approved in less than two days."
"Co. Buy Sell helped me secure $475K when every bank said no. David was great and walked me through every step."
"Matt made the process quick and easy. I had my equipment financed in under 48 hours with zero hassle."
Common questions. Straight answers.
Join thousands of Co Buy Sell partners who got funded in hours.
Average approval time: 8 minutes
Email: [email protected]
Address
Office: 30 N Gould Street, STE R
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
(585) 888-5629
M&A Advisory Services For Privately-Held Businesses
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