I will perform a CPA business valuation using dcf, 409a, and financial analysis
Licensed US CPA, Business Valuation, Forensic Accounting, Financial Statement
About this Gig
Do you need to know the true intrinsic value of your company for a sale, investment round, or SBA loan?
As a professional financial analyst, I provide comprehensive business valuation services that stand up to the scrutiny of investors and lenders. Whether you are a high-growth startup or an established enterprise, I deliver a precise, data-driven valuation report that goes beyond simple spreadsheets.
Why choose this gig?
- Expert Methodology
- CPA-Quality Accuracy
- Investor-Ready Deliverables
What is included in this service?
- 3 or 5-Year Financial Projections
- DCF Valuation
- Comparable Company Analysis
- Sensitivity Analysis
- Executive Summary
I have experience across various industries, including SaaS, Real Estate, eCommerce, and Manufacturing. My goal is to ensure you never leave money on the table during a deal.
Requirements: To get started, I will need your last 3 years of financial statements (P&L and Balance Sheet) and a brief overview of your growth assumptions.
Ready to uncover your business's true value? Lets get to work.
Please message me before placing an order to discuss your specific needs and ensure the best outcome for your project.
FAQ
What if my business is pre-revenue?
For pre-revenue startups, I focus on the Scorecard Method and VC Method, building a "bottom-up" financial forecast based on your specific market size (TAM/SAM/SOM) and projected customer acquisition costs.
Can you sign an NDA before I share my data?
Absolutely. Client confidentiality is my top priority. I am happy to sign your standard Non-Disclosure Agreement (NDA) before you share any sensitive financial information.
Is this valuation report suitable for an SBA loan or M&A?
Yes. My Standard and Premium reports are structured to meet the rigorous standards required by lenders, M&A brokers, and private equity investors, providing a clear, data-backed defense for your company's asking price.
Which valuation methods do you use?
I primarily use the Discounted Cash Flow (DCF) method for intrinsic value and Comparable Company Analysis (Multiples) for market-based value. For asset-heavy businesses, I can also incorporate an Asset-Based Valuation approach.

