Find My Company’s Worth

Find Out How Much My Business Is Worth

Every business sale or exit starts with a business valuation or appraisal.

Three options to take:

  1. Free Business Valuation & Assessment
  2. Paid Broker's Opinion Of Value
  3. Paid Certified Business Valuation

Get started with a free business valuation assessment

Get Started With Self Assessment Take Me To The Business Valuation Guide

Why Start With A Business Valuation Report?

For a retiring baby boomer business owner in California, the purpose of determining your company's value is extremely important. As the owner, you want to be sure that you get a fair and reasonable price when it comes time to sell or exit your ownership. Your business is likely one of your largest and most significant assets, so it is essential to know its value at any point in time. It's not just about selling; there may be other factors such as exit planning, tax planning, restructuring, or mergers that require an accurate valuation of your business. 


A proper valuation for your business is key to making sure that you have an accurate understanding of how much it's worth. By having a realistic appraisal of the market worth of your company, you can ensure that any potential buyers are willing to pay the right amount for it. Furthermore, by taking into account current trends in industry standards and market values when measuring your company's worth, you can guarantee that if you do decide to sell or pass on ownership responsibilities, you will receive a fair payment for the hard work and dedication that you have put into building up the business over the years. 


Knowing what kind of value to assign to your business will enable you to make more informed decisions regarding its future and ensure that even after retirement, you still reap the rewards from all the efforts invested in building up a thriving company.


Make sure you understand each valuation report as stated below. You can determine the best valuation method and report to go after. Choose wise and if you need help, contact us with your question. 

Free Business Valuation


Are you a retiring baby boomer business owner, ready to get started?


Do you want to know the market value of your business and receive valuable tools in the very first step to getting ready to sell it?


Well, we understand that this can be difficult. Many business owners struggle to accurately determine the worth of their business based on what they think or hope it is worth, and end up either overvaluing or undervaluing it.


This is why we’ve designed our FREE seven steps to business valuation program. 


We’re here to give you the best chance of success by providing you with reliable resources and knowledge so that you can understand what assets your business has, and the real value behind them.


By understanding what your business is really worth, you’ll be able to properly price it when selling – giving yourself a higher chance at making more money off of it. Plus, our program provides helpful advice on other aspects of selling a business such as legal framework and financial implications. 


Our program provides transparent guidance for calculating the true value of your business through 7 easy steps composed of useful data collection methods; industry-specific tips; discussion on various types of buyers; and important information about taxes.


Ultimately, this will help you better prepare for selling your company while also arming yourself with an accurate evaluation so that you can make an informed decision regarding potential offers from prospective buyers.


So don’t wait any longer – submit the information today to start your FREE seven steps to business valuation program!



Start My FREE 7-Steps to Business Valuation Program

Paid Broker's Of Opinion Valuation


If you're a retiring baby boomer business owner, you may have heard of a Broker's Opinion of Value (BOV).


This is essentially what it sounds like - an expert assessment of the worth of your business when you go to sell it.


Your middle market business intermediary will consider various pertinent factors and give their professional opinion on how much your company is worth.


Lots of owners, investors, and lenders rely on these professionals to provide an accurate valuation that is reflected fairly in the market.


A BOV differs from an appraisal in that while they are both methods used to evaluate the value, one involves a certified broker while the other uses a qualified third-party professional.


Your Mergers and Acquisitions (M&A) representative can offer up a valuation on the sale price of your asset, but this isn't something you'd present within a court setting - it's more for informational purposes and to inform decisions throughout the process. 


The more detailed information that is provided by an experienced broker who knows the ins and outs of corporate finance can make all the difference when it comes time to settle on a final amount for your sale price.


They use data from industry norms, comparable sales, current market trends, and other financial metrics to ensure that your business sale represents fair value so you get maximum return for all your hard work over the years.


If you are ready to sell your business in California, then getting your business valued is your first step to determine its worth and come up with the best selling price.


Get a quote is your next step

Get A Broker's Of Opinion Value Quote To Determine My Company's Worth

Paid Calculation Of Value - Short Report


Business owners in the lower middle market, if you're looking to settle a Buy-Sell agreement with a partner or shareholder in California, it's important to have an accurate and reliable value of the business.


That's where a Calculation Of Value (COV) or Short Report comes in: this abbreviated report is designed to provide a formal summary that allows all parties involved to come to an agreement on the selling price.


COVs/Short Reports are crucial for non-litigation situations where determining the sale price of your business is needed. This type of report should be written by a trained and certified professional who has expertise in valuation theory and practice, as well as knowledge about various types of businesses. 


A COV/Short Report should include all relevant factors – such as economic conditions, industry trends, financial statements, etc. – that can affect the value of your business. It should also include three approaches: asset-based methods, market-based methods, and income-based methods. Each approach includes different methodologies that can help better assess your business' worth. 


At the end of the report, all these resources should be used to come up with one overall estimated value for your business. This will give you an understanding of what your current equitable share would be when entering into any buy-sell agreement with partners or shareholders. 


Business owners in California, now is the time to determine the selling price of your business accurately with a Calculation Of Value or a Short Report from a qualified professional!


Next, take action today and make sure you get the most out of your hard work and investments!

Get a Calculation Of Value Report To Determine The Selling Price Of My Business

Paid Conclusion Of Value -Long Report


As a business owner preparing for retirement? If so, you may need a professional appraisal to determine the value of your business.


Rogerson Business Services is an experienced provider of high-quality Conclusions Of Value and Business Appraisals that are in full compliance with Uniform Standards of Professional Appraisal Practice (USPAP) guidelines.


We understand the importance of providing comprehensive and accurate valuations in order to meet all legal requirements. 


Our team of qualified appraisers has many years of experience in all aspects of business valuation and transfer.


In addition to performing the actual appraisal, our reports also explain why we arrived at certain conclusions as well as provide comprehensive step-by-step explanations for each component used in determining the value of your business. 


If you’re considering retiring but need to know the true value of your business first, get in touch with us today and find out how we can help provide you with reliable and secure appraisals that will give you peace of mind now, and into the future.

Six Value Drivers To Maximize Your Business Valuation

Our Deal Team Will Help You Build and Maximize Your Business Value.

Six Value Drivers That Every Lower Middle Market Business Owner Needs To Develop Before Transitioning The Business.

Sample Business Valuation Report

As a retiring baby boomer business owner, it's important to develop six key value drivers before transitioning your business: 


1) Financial Performance – This includes tracking and managing financial records, understanding profit and loss trends, and realizing the importance of profits for long-term success. 


2) Growth Opportunity – Researching emerging markets and creating a strategic plan for growth can help ensure that your business remains competitive in the ever-changing market. 


3) Dependency Level – Understanding how reliant your company is on certain products or services is essential to maintaining stability during times of uncertainty. This helps you identify areas where diversification may be needed. 


4) Revenue Structure – Analyzing current revenue streams, as well as identifying potential new sources of income, will help you ensure your company's financial health. 


5) Scarcity Factor – Examining the scarcity of resources in order to create a sustainable and profitable business model is an important step when transitioning ownership. 


6) Number of Customers – Having a clear understanding of your customer base and nurturing relationships with them is paramount for sustained success. 


These six elements are necessary components for any lower middle market business owner looking to transition their business into the future with confidence and stability.


To get an even better understanding of these value drivers, why not download our free sample business valuation report?


We've collected all the information a retiring baby boomer needs to make sure their business continues to succeed after they've passed it on!

Download Sample Report

Speed Up Your Exit Success!

Download Sample Business Valuation Report

M&A LOWER MIDDLE MARKET ADVISORY

Why Work With Rogerson Business Services?

Business Valuation

Many sellers neglect the business valuation and methodology early in the process, only to become frustrated after the deal has been finalized.  Rogerson Business Services can help you understand the value of your business based on different methodologies.

Legal Due Diligence

When selling a business, the legal standing of the business determines the smoothness, efficiency, and speed at which the transaction is finalized. M&A Advisors offer a sell-side M&A process backed by the viability of a California Licensed business or transaction attorney. With a licensed California M&A Advisor, you can be certain the legal documents involved in the sell-side M&A process is detailed and accurate. 

Business Analysis

To avoid wasting time with unqualified buyers, get help from a trusted, licensed, and accredited California M&A Advisor. An M&A Advisor will vet potential buyers to make sure they're legitimate and are serious about purchasing your business. An M&A Advisor knows the ins and outs of selling a lower middle market business and can also help you get your business in shape to get you the best deal.

Financial Due Diligence

Our service includes deal team professionals to assist you. From financial to legal documents to tax and procedures, we want to make sure you are covered.

If you have your own in-house team of advisors, Rogerson Business Services can help make the M&A sell-side process as easy as possible by offering insights that help the team understand and are in alignment with the same goals as yours. 

Definitive Purchase Agreement

The Definitive Purchase Agreement is usually extremely complex. It is easy to overlook the all the terms and legal jargon, but every paragraph is important and duly considered. It is therefore critical to ask questions and ensure you are comfortable with the final set of legal documents you need to sign.

M&A Sell-Side Targeting

Rogerson Business Services provide Mergers & Acquisition M&A Sell-Side Advisory. We zero target off-market, accretive, private equity and strategic buyers with an interest in lower to middle market companies or businesses  to maximize incremental growth value.

Ten Reasons to Plan a Business Exit Strategy with

Rogerson Business Services

1.  Ethics 

Rogerson Business Services are members of the M&A Source, International Business Brokers Association (IBBA) and California Association of Business Brokers (CABB) and adhere to their code of ethics.

2.  Confidentiality

Rogerson Business Services assists you professionally in a highly confidential manner to protect your personal and financial details.

3.  Vetted businesses for sale

Rogerson Business Services have access to an inventory of businesses including unlisted businesses for sale in California.

4.  Facilitator

Rogerson Business Services are specialists in business transitions and understand the need to respect all parties in the transaction. There are many steps to value, sell and buy a business. Rogerson Business Services have successfully navigated these steps many, many times.

5.  Valuation

Rogerson Business Services can provide you an opinion of value of a business you wish to sell or buy.

6.  Due diligence and escrow 

Rogerson Business Services has the knowledge to work through leases, franchise agreements, finance requirements, licensing, California escrow requirement and many other items so the sale of a business is successful.

7. Negotiation

Rogerson Business Services practice win/win negotiation skills. Negotiations are rarely perfect and so a win/win approach is the best way forward.

8.  Financing and funding 

Rogerson Business Services has professional lenders that can assist with finance to successfully buy a business.

9.  Resource 

Rogerson Business Services is an active member in the associations of the M&A and Business Broker industry including M&A Source, the International Business Brokers Association (IBBA), California Association of Business Brokers (CABB), International Society of Business Appraisers (ISBA) as well as other professional organizations.

10.  Closing and transfer 

Rogerson Business Services works with you each step of the way. This includes managing the buying or selling of your business through initial negotiations, due diligence, escrow and the all-important closing.

What People Say About Rogerson Business Services

I know Now What's My Company's Worth To Sell & Exit My Business

Take Me To The Next Step

Are you looking to successfully sell and exit your business in California? Knowing the value of your company is the first step in this journey, but there's still plenty more to be done. To get started, you’ll want to take a look at the current state of the market, identify potential buyers and understand the different steps involved in selling a business. 


When it comes to exiting a business, there are numerous pieces that need to come together before you can achieve success. It's important to have a well-researched plan that outlines how you'll move forward with the sale and make sure all documents are up-to-date and compliant with local regulations. Additionally, understanding potential tax implications will help set realistic expectations for both parties during negotiations. 


Baby boomer business owners who are ready to retire should also consider getting legal and financial advice throughout this process. Working with experienced professionals can ensure you make informed decisions that help protect your interests and maximize the return on your investment. Furthermore, they can provide support in creating effective marketing materials such as a confidential business review that will attract potential buyers. 


The key is to be proactive and informed every step of the way, as well as anticipate any challenges that could arise during negotiations or other points throughout the sale process. With proper preparation, baby boomer business owners in California can feel confident they're taking all necessary steps towards achieving their desired outcome when selling their companies. So why wait any longer?


Take action today and get started on the path toward successfully selling and exiting your business in California!

Next Step -> Successfully Sell & Exit My Business Ownership
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