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Trusted by Business Owners & CPAs Nationwide

Know What Your Business Is Really Worth

Professional, certified business valuation reports for transactions, compliance, and strategic planning. IRS and DOL accepted for Form 5500, 401(k), Section 409A, and ROBS. Delivered in 7 business days — you only pay after delivery.

IRS & DOL Compliant
7 Days · Rush in 2
From $399
Business Valuation Report
$399

Flat fee per valuation · Pay after delivery

  • Comprehensive 50+ page report
  • Signed by certified appraisers
  • Delivered in 7 business days
  • IRS & DOL compliant (Form 5500, 401(k), 409A)
  • Risk-free: No upfront payment
Get Started Now
Need it faster? Rush delivery in 2 days for $499
Risk-free guarantee · Professional & independent
Certified Appraisers
USPAP Compliant
Form 5500 & 401(k) Ready
Pay After Delivery
IRS & DOL Accepted
Services

Valuation for Compliance, Transactions & Strategy

Whether you need to satisfy IRS and DOL requirements, prepare for a sale, or plan your exit — a certified valuation is the foundation for every major business decision.

Form 5500 & 401(k) Compliance

Meet ERISA and DOL requirements with reports specifically designed for annual plan filings and compliance audits.

Section 409A Valuations

Establish IRS safe harbor fair market value for stock option pricing and deferred compensation compliance.

Tax, Estate & ROBS Compliance

IRS-defensible valuations for estate tax, gift tax, charitable donations, and Rollover as Business Startups (ROBS) transactions.

Buy/Sell & Due Diligence

Certified valuations for business sales, acquisitions, partner buyouts, and SBA loan requirements.

Succession & Exit Planning

Plan ownership transitions, buy-sell agreements, and retirement exit strategies with a defensible valuation.

Strategy & Funding

Strengthen business plans, secure financing, and attract investors with independent, credible valuation data.

Industries We Serve

Valuations for Every Small Business

From restaurants to medical practices, we've valued businesses across every industry. Our certified appraisers understand your business model and deliver reports tailored to your sector.

Restaurants & Food Service

Restaurants & Food Service

Quick-service, fine dining, catering, and food trucks

Franchises

Franchises

Multi-unit operators and single-location franchisees

Auto Repair & Workshops

Auto Repair & Workshops

Mechanics, body shops, and specialty service centers

Medical & Dental Clinics

Medical & Dental Clinics

Private practices, group clinics, and specialty care

Aged Care & Home Health

Aged Care & Home Health

Assisted living, home care agencies, and senior services

Gyms & Fitness Centers

Gyms & Fitness Centers

Health clubs, boutique fitness studios, and wellness centers

CPA & Accounting Firms

CPA & Accounting Firms

Tax practices, bookkeeping firms, and advisory practices

Retail & Specialty Shops

Retail & Specialty Shops

Boutiques, convenience stores, and e-commerce businesses

Salons & Beauty Services

Salons & Beauty Services

Hair salons, spas, barbershops, and nail studios

Construction & Trades

Construction & Trades

General contractors, HVAC, plumbing, and electrical

Veterinary Practices

Veterinary Practices

Animal hospitals, specialty clinics, and mobile vet services

Daycare & Childcare

Daycare & Childcare

Childcare centers, preschools, and after-school programs

Laundromats & Cleaning

Laundromats & Cleaning

Laundry services, dry cleaners, and janitorial companies

Professional Services

Professional Services

Law firms, consulting practices, and staffing agencies

Don't see your industry? We value businesses of all types.

Get Your Valuation — $399
How It Works

From Information to Insight in Days

A simple, streamlined process designed to get you professional results quickly.

1

Submit Your Information

Download and complete our information form with your business details.

2

Secure Upload

Upload through our encrypted client portal with 256-bit SSL protection.

3

Expert Analysis

Certified appraisers prepare your comprehensive valuation report.

4

Receive Your Report

50+ page report by email within 7 business days. Pay only after delivery. Rush 2-day delivery available.

Executive Summary

Valuation Analysis

Market Comparables

50+ Pages
The Report

Comprehensive. Defensible. Actionable.

Every report is prepared by certified appraisers using multiple valuation methodologies, industry data, and financial analysis.

  • Financial Performance Analysis

    In-depth review of revenue, profitability, and cash flow trends.

  • Multiple Valuation Methods

    Income, market, and asset-based approaches for defensible conclusions.

  • IRS & ERISA Compliant

    Prepared according to USPAP standards for regulatory acceptance.

  • Plain-Language Insights

    Clear explanations you and your advisors can act on immediately.

Testimonials

What Our Clients Say

“The reports James provided are thorough, accurate and equally important, make sense to us. They were completed in a very timely manner. I'm confident these reports will support our business valuation today and we will be able to afford regular updates in the future.”
Verified Client Business Owner
“SimplyBusinessValuation provided a valuation report in just a few days — reliable results at an unbeatable price. They really helped me out of a time sensitive situation where I needed a valuation done the week before meeting a potential buyer.”
Verified Client Computer Network Support Company, Texas
“I am in the process of completing my third valuation. With each new business-owner client, I have been trying to get them to do a business valuation when I see a need. The owners have been excited about getting an objective view of the value of their business at a reasonable cost.”
Financial Consultant Sagemark Consulting, Windsor, CT
“I highly recommend SimplyBusinessValuation to any business owner who needs to determine a valuation. The Business Valuation report is comprehensive in its description of the results. It taught me a lot about what I need to know about valuation.”
Verified Client Public Relations Company, Massachusetts
“Having completed my first Valuation I was impressed. The process was very smooth, from beginning to end. The final report reflected back to the client the information needed to help plan the buy-sell and exit strategies.”
CPA Accounting Firm
“We asked SimplyBusinessValuation to provide a second opinion on a valuation we recently had done by a well-established valuation firm. My initial experience has been extremely positive. I’ll certainly continue to refer them to clients.”
Financial Advisor Advisory Practice
For CPAs & Advisors

Expand Your Client Offerings Without the Overhead

White-Label Ready

Every report is delivered as both a PDF and an editable Word (.docx) file, so your firm can brand and customize as needed.

Affordable for Your Clients

$399 vs. thousands at traditional firms. Easy to recommend.

Compliance-Ready

USPAP compliant, IRS/DOL/ERISA ready. No risk to your reputation.

98%

of business owners don't know their company's true value

$399

vs. $3,000 – $10,000 at traditional firms

7 Days

standard delivery — or 2-day rush ($499)

Ready to Know Your Business's True Value?

Whether for compliance, a transaction, or strategic planning — get a comprehensive, IRS and DOL accepted valuation report prepared by certified appraisers. No upfront cost.

IRS & DOL accepted Form 5500 & 401(k) ready 7 days standard · 2 days rush Pay after delivery