Understand your business’s sale position.

Brokerage appraisal

Prepared by business brokers to inform a sale strategy and preparation priorities. It is not an independent formal business valuation.

Formal business valuation

An independent valuation for purposes that require one. These are provided by our separate practice, Expert Business Valuations.

Trading performance

Review the financial information and trading context available.

Transferability and risk

Consider owner involvement, key dependencies and operating characteristics.

Market position

Consider buyer appeal, available market evidence and preparation priorities.

1. Clarify the purpose

Confirm that a brokerage appraisal suits the intended use.

2. Gather information

Review the agreed financial and business information.

3. Assess the sale position

Consider performance, risks, marketability and the available evidence.

4. Discuss next steps

Explain the appraisal basis and practical preparation priorities.

Selling a business

Use the appraisal to inform the sale strategy and next steps.

Pre-sale advisory

If today’s sale position falls short of your target exit value, explore how the PRIME™ Exit Program can help you prepare before going to market.