Business Valuation
How this supports you
- Clarity for Ownership Decisions: Understand what your business is worth when buying, selling, or bringing in new owners.
- Confidence in Ownership Transitions: Move through buy-sell agreements and internal transfers with structure and financial clarity.
- Compliance Without Uncertainty: Meet 409A requirements with a defensible valuation you can rely on.
- Accurate Value for Reporting: Ensure ownership interests are properly valued for estate and tax purposes.
- Stronger Long-Term Positioning: Use valuation insights to plan, protect value, and expand your options.
Not sure what your business is worth?
A professional valuation can help you make informed decisions and plan.
Contact Terryl to start the conversation. terryl@terrylpetersoncfo.com or 970-759-3876
Exit Strategy and Transition Planning
How this supports you
- Clarity on Your Direction: Define the goals that guide your business growth and long-term vision.
- Alignment Between Business and Personal Goals: Ensure business decisions support your broader financial and personal objectives.
- Confidence in Ownership Transitions: Prepare for starting, buying, selling, or transferring ownership with a clear, structured plan.
Exit planning is most effective when it starts early.
Whether you’re years away or beginning to think about next steps, a structured plan can help you protect value and expand your options.
Contact Terryl to start the conversation. terryl@terrylpetersoncfo.com or 970-759-3876
Business Ownership Transition Advisory and Fairness Opinion
How this supports you
- Clarity on Financial Impact: Understand the implications of mergers, acquisitions, and sales before making decisions.
- Confidence in Ownership Changes: Navigate partner buy-ins, buyouts, and other transitions with structure and insight.
- Visibility into Risks and Opportunities: Identify key financial risks and opportunities that may affect outcomes.
- Stronger Negotiating Position: Enter discussions with objective financial insight that supports better outcomes.
- Assurance of a Fair Transaction: Evaluate whether a transaction is financially sound from your perspective as a buyer or seller.
Ownership transitions are most successful when they are approached with clarity and objectivity early in the process.
Whether you are actively considering a transaction or simply exploring future possibilities, informed guidance can help you evaluate options, reduce risk, and protect value.
Contact Terryl to start the conversation. terryl@terrylpetersoncfo.comor 970-759-3876