FAQ Newsletter Contact

Empowering Entrepreneurs Through
Business Value Intelligence

Discover, grow, and transition the value of your business interest to secure your future and achieve your legacy

IS THERE A FIT? LET'S TALK!

Do You Know the Value of Your Business?

Running a business is demanding, and uncertainty about your business’s value can leave you feeling stuck. This lack of clarity can make it difficult to plan, grow, or transition successfully.

Without understanding your business's value, you risk:

  • Costly Mistakes: Making decisions based on uninformed or inappropriate assumptions, potentially harming your business’s financial health.
  • Missed Opportunities: Failing to seize growth opportunities, secure funding, or maximize value during a sale or transition due to lacking clarity.
  • Unnecessary Stress: Struggling to navigate market changes, business transitions, or strategic planning without the insights needed to make confident decisions.

This uncertainty can feel overwhelming, leaving you unsure about the best next steps.

That’s where I come in. I deliver Business Value Intelligence by providing the following:

  • Clarity: A clear understanding of your business’s worth so you can confidently make informed decisions.
  • Actionable Insights: Tailored strategies to help you grow, optimize, or transition your business effectively.
  • Empowerment: The tools and guidance to help you take control of your business’s future and achieve your goals.

Together, we’ll turn uncertainty into clarity, equipping you to succeed at every stage of your entrepreneurial journey.

Where Are You in Your Entrepreneurial Journey?

 

Starting or Buying
a Business

Lay a foundation for success. I help you build confidence in your decisions by providing the tools and insights needed to launch or acquire a business that aligns with your goals.

Growing Your 
Business

Maximize your business value with strategies for sustainable growth. I help you uncover opportunities, tackle challenges, and optimize performance to achieve your objectives.

Exiting Your
Business

Transition smoothly and profitably when it’s time to exit. I help you create a transferable business, evaluate exit options, and develop a strategy that aligns with your unique goals.

Services to Navigate Your Entrepreneurial Journey

Navigate Your Business Journey with Confidence


Every entrepreneur’s journey is unique. My services provide the clarity, insights, and strategies you need to navigate challenges, uncover opportunities, and achieve your goals—whether starting, growing, or exiting your business.

Results That Speak for Themselves

Monica Osbourne, CPA/PFS, CKA

“[Jeremy] was professional, responsive and knowledgeable throughout the engagement, and provided me a detailed appraisal report in a very timely manner, all at a fair price. I was very pleased with his service and I would recommend him without hesitation to both my colleagues and my clients.”

Mark L. Vincent, PhD EPC

“When developing a valuation, Jeremy is method-o-logical...He also brings considerable executive acumen to this work, helping owners… gain the insight they need. He is the first person I turn to help me walk alongside Clients who need a reliable read on their business value.”

Robert Stefanovich, CFO

“In [our] transformative period, Jeremy has been an invaluable asset, providing extensive expertise with buy-side fairness opinions, ASC 805 analyses, and other financial reporting-related valuations. Jeremy's meticulously thought-out and comprehensive approach facilitates our decision-making…”

Ready to take the next step?

Schedule a free, no-obligation 30-minute consultation to discuss your needs and discover how I can help you achieve your financial goals.

IS THERE A FIT? LET'S TALK!

Not ready to talk?

That’s okay—start by taking the first step.

Download our free guide:
"Avoid These 5 Valuation Landmines in Your Buy-Sell Agreement"

GET THE GUIDE