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Business Valuation

Helping Entrepreneurs Discover The Value Of Your Greatest Asset


What is your business worth? 

At Investably, we understand that small business owners have a different financial picture than salaried employees.  Knowing what your business is worth is often vital to retirement and financial planning.

Our holistic wealth advisory includes real-time business valuation, powered by BizEquity fintech leading technology, to address your number one biggest asset.  

“98% of small business owners don’t know what their business is worth.” - IBIS World

10 Reasons Why It's Critical to Know Your Business Value

Retirement Planning Business Sale/Exit Insurance Coverage Attracting Investors Raising Capital
Business Expansion Legal/Tax Planning Annual Financial Planning Family Protection Gain Confidence

What Your Four Valuation Estimates Mean


A business valuation is an integral piece of retirement planning process for founders and small business owners.

The average cost for most clients anywhere is $5K - $10K.

Thanks to our collaboration, we can conduct buiness valutions for our founders and small business owner clients for a fraction of the costs.


Schedule a call today to learn about our business valuation 

Schedule a free call today