Why small business
owners use Tabulate
Accurate insights and a straightforward process - we make valuations simple.
Tailored Expertise:
We specialize in small business valuations, ensuring insights that truly reflect your industry and unique needs.
Clear, Actionable Reports:
Our valuations are designed to be easy to understand, empowering you to make informed decisions.
End-to-End Support:
From initial analysis to final report, our team guides you through every step with transparency and expertise.
Reasons to get a valuation with Tabulate
Exit Preparation
Maximize your business's value and prepare for a smooth transition by knowing your worth before a sale.
Tax Strategy Planning
Optimize tax efficiency with valuations that support your tax planning, reducing liabilities for you and your heirs.
ESOP Setups
Transition ownership to your team with an accurate valuation that balances fairness for all stakeholders.
Estate Planning
Secure your legacy and protect your family’s future by understanding your business’s impact on your estate.
General Market Value Exploration
Gain a comprehensive view of your business’s market position, supporting long-term planning and decision-making.
Partner Buyouts
Ensure a smooth buyout process with a valuation that reflects each partner’s contribution and stake.
Litigation Support
Whether for divorce, partnership disputes, or other legal matters, a fair and objective valuation strengthens your case.
Financing Solutions
Attract the right investors or lenders with a clear picture of your business’s worth to support financing decisions.
Mergers and Acquisitions (M&A)
Position yourself for growth or expansion with a valuation that supports mergers or strategic acquisitions.
How our process works
Our approach makes business valuations seamless, accurate, and easy to understand — helping you uncover your true worth with confidence.
Kick-off Call
Step 1:
We start with a collaborative kick-off call to understand your goals, business structure, and unique valuation needs. This conversation allows us to tailor our approach to ensure a valuation that’s as accurate as it is actionable.
Data Compilation
Step 2:
Next, we work with you to gather essential documents, including financial statements, tax returns, and any relevant operational data. Our team assists in compiling everything we need for a thorough and efficient valuation.
Detailed Analysis
Step 3:
With data in hand, we conduct an in-depth analysis using the most fitting valuation methods. Our approach is tailored to your industry, incorporating market comparisons and customized adjustments for accuracy.
Valuation Review
Step 4:
Once the analysis is complete, we review the preliminary findings with you. This step includes an opportunity for you to provide insights, ask questions, and ensure the valuation aligns with your expectations and business specifics.
Final Report & Delivery
Step 5:
After our review, we prepare a comprehensive valuation report, detailing the methodologies, key findings, and final valuation. Delivered in a clear, easy-to-understand format, this report equips you with the insights you need for confident decision-making.
Ongoing Support
Step 6:
Our team remains available post-valuation to address any questions and help you apply your valuation for strategic planning, exit preparation, or whatever your goals may be.
The fundamentals of small business valuations
Understand your business’s value. A guide to small business valuation
The small business valuation process made simple
Take a look inside the Tabulate valuation process. A step-by-step guide to knowing your business’s true worth
Steps to get your valuation started
A comprehensive guide to navigating your valuation process
