Know What Your Business Is Worth. Then Build What It Could Be Worth.
Know what your business is worth today, what may be holding back its value, and how to increase that value before you sell.
Know what your business is worth today, what may be holding back its value, and how to increase that value before you sell.
Understand what your business is worth today, what is driving that value, and the factors a buyer is likely to focus on.
Identify what is limiting your company’s value and build a practical plan to make the business stronger, more transferable, and more valuable.
Bruce Dalis brings decades of business ownership, operating, and transaction experience to business valuation and exit readiness.
Bruce spent more than three decades building and operating a manufacturing company, ultimately serving as CEO and leading the business through its sale. He later built a successful real estate investment business and today works in mergers and acquisitions, advising business owners through the valuation and sale process.
That combination of operating and transaction experience led Bruce to create Business Value Review—to help owners understand not only what their business is worth today, but what they can do now to build its value for the future.
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Understand what your business is worth today and what is driving that value.
Review of up to three years of financial statements, normalization of earnings, identification of add-backs, analysis of revenue and margin trends, and review of relevant market multiples.
Owner interview covering the company’s history, operations, customers, employees, competitive position, owner involvement, growth opportunities, and plans for the business.
Written summary of the business, normalized financial performance, key value drivers and risks, relevant market multiples, and an estimated market value range.
Identify what is limiting your company’s value and build a practical plan to improve it.
Review of operations, accounting, administrative processes, staffing, systems, customer concentration, margins, recurring revenue, owner dependence, and other factors affecting business value.
A written plan comparing the business today with its potential future position, including specific recommendations, priorities, and measurable steps to increase value and improve sale readiness.
Hands-on support to put the value improvement plan into action.
Hands-on assistance implementing recommended improvements, working directly with ownership and staff as needed. Engagements are tailored to the company and billed separately.
For business owners who want to understand and improve the value of their company — whether they plan to sell soon or years from now.
Understand what your business may realistically command in today’s market before making a decision.
Identify the issues that may be reducing value while there is still time to address them.
Focus on the financial, operational, and organizational improvements that can make the company stronger and more attractive to a future buyer.
Every business and every owner’s situation is different. Tell us a little about your company and what you’re trying to accomplish. We’ll contact you to discuss whether a Business Value Review or Value Growth & Exit Readiness engagement makes sense.
Bruce Dalis Bruce@BusinessValueReview.com 516-521-8168

Personalized service tailored to your unique needs.
Experienced professionals dedicated to your success.
Proven results that speak for themselves.
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