Understand Your Business’s Value and Readiness for Sale
What your business earns and what a buyer can confidently take over are different questions. Before deciding when or how to sell, it helps to understand both.
HartmannRhodes helps owners assess potential market value, identify concerns buyers may raise, and prioritize preparation for a future sale. This is a useful starting point whether you are considering retirement, planning several years ahead, or evaluating unexpected buyer interest.
What We Examine
The review considers financial performance and owner adjustments, customer concentration, management and owner dependence, repeat business, and the information buyers will need to evaluate the company. The emphasis depends on your industry, size, and circumstances.
What You Take Away
An assessment can help you develop realistic expectations about potential value, understand the factors that may affect marketability, and identify practical preparation priorities. The scope and deliverables are agreed before the engagement begins.
How to Get Started
Discuss your business and objectives.
Tell us about your industry, approximate size, ownership, and timing.​
Agree on the review.
We establish the scope, required information, and fee before work begins.
Provide the
relevant records.
These may include recent financial statements, tax returns, and a summary of owner involvement. We explain what is needed and arrange the appropriate information-sharing process.
Review the findings and next steps.
Use the assessment to decide what needs attention and how to approach a potential sale.
Market Guidance and Formal Appraisals
A broker’s opinion of value provides market-oriented guidance for a potential transaction. It is different from a formal appraisal prepared for a specific legal, tax, financing, or other purpose. We discuss the intended use before determining the appropriate scope.
Considering a Sale Now?
If a sale is approaching, we can discuss whether a readiness review or a sell-side advisory engagement is the appropriate next step.