What is your business actually worth?
For most owners, the business is the largest asset they have and the one their financial plan says the least about. What it is worth, what happens to it if something happens to you, and how it turns into retirement income are questions most owners carry around for years without a clear answer.
A Business Snapshot gives you one. We take your actual financials and come back with an estimated value, the risks sitting inside the business, and how it fits with everything else you own.
Request Your Business Snapshot
Tell us a little about the business and an advisor will reach out to set up your Snapshot. No cost, no obligation.
We will only use this to set up your Snapshot. No newsletter, no list.
Three questions every owner eventually faces
They usually arrive at the wrong moment: a health scare, an offer from a competitor, a partner who wants out, or a birthday that makes retirement feel real. The Snapshot answers them while there is still time to act on the answers.
What is it worth?
Not a guess, and not what a friend sold theirs for. An estimate built from your own revenue, margins, and the characteristics a buyer would actually price.
What happens if something happens to me?
Who runs it, who owns it, and who gets paid. If the answer depends on a buy-sell agreement nobody has read in ten years, that is worth knowing now.
How does it turn into retirement?
Most owners plan to live on the business someday without a plan for how. The Snapshot shows how the business fits beside your other accounts, and what the gap looks like if it sells for less than you hope.
One document that puts the business in your plan
Your Snapshot is a written report you keep, prepared with a planning platform built specifically for business owners and walked through with an advisor who can explain what it means for you.
- An estimated value range for the business, based on your actual financials
- The factors that move that number up or down, so you know what to work on
- A risk review: key person, disability, death, and ownership-dispute exposure, and whether your agreements cover them
- Succession and exit paths side by side: family, partners, employees, or an outside buyer
- How the business fits with your retirement accounts, insurance, and personal goals
- A short list of questions for your CPA and attorney, so those conversations are shorter and more useful
The Snapshot is most useful for owners who recognize one of these
I plan to step away within ten years
Whether that means selling, handing it to family, or slowing down, the value you can realize depends on decisions made years before the exit.
I have partners, and our agreement is old or missing
A buy-sell agreement that does not match the business's value today, or is not funded, can turn a difficult event into a legal one.
The business is most of my net worth
Everything else in your plan is measured and reviewed. The largest piece should be too.
Someone has made me an offer, and I do not know if it is fair
An estimate built from your own numbers is the fastest way to know whether to keep talking.
About an hour, and three years of financials
Profit and loss statements and balance sheets for the last three years, or a QuickBooks Online connection, plus a short conversation about how the business is owned and where you want it to go. We handle the rest.
Request Your Snapshot
Enter your details at the top of the page and an advisor will reach out within one business day.
Request My Business SnapshotKnow what you have built. Then decide what to do with it.
Every other part of your financial life gets measured. Your business deserves the same.
The Business Snapshot provides an estimated value range for planning and discussion purposes only. It is not a certified business appraisal, a fairness opinion, or an offer to purchase, and it should not be relied upon for a sale, financing, tax filing, or legal proceeding. Estimates are based on information you provide and on general valuation methods; actual sale prices vary. Signature Financial Solutions does not provide legal or tax advice. Please consult your attorney and tax professional regarding your specific situation.