Know the Value of Your Business.
Change the Way You Lead It.
A Calculation of Value (COV) gives you a clear, objective baseline so you can make smarter decisions about growth, transition, and what comes next.
Without a Clear Business Value, Planning Becomes Guesswork
“I think I know what my business is worth…but what if I’m wrong?”
“My wealth advisor needs a value for retirement planning, but I don’t know how accurate mine is.”
“How do I set goals for growing the business if I don’t know my starting point?”
"Am I really on track for exit...or way behind?"
“How do I handle a fair transition within the family?”
Don't bet your business and your future on a guess.
Most business owners make critical decisions — growth investments, retirement planning, succession conversations — without ever knowing the true value of their business. They rely on a rough guess or a number pulled from industry whispers.
That guess is often off by 50% or more.
A Calculation of Value is a data-driven assessment of your company’s current value. It gives you a baseline to measure progress, identify value gaps, and make strategic decisions grounded in reality.
It answers two foundational questions:
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If you sold today, what is the realistic value?
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Would that value fund the life you want next?
Are you ready to replace uncertainty with clarity, direction, and confidence? Let's get started.
Charlene's Journey began with a Calculation of Value
Charlene Blohm
Former CEO/President
When Jayne met Charlene at an entrepreneur group event, her hunger to learn and grow was evident. She was already running a great company, but she needed guidance strategizing to achieve her desired exit.
CHALLENGES: Charlene was eager to further position herself and her business to achieve her goal of exiting CB&A in 2-3 years. She wanted to empower and train next-level leaders to take over more tasks and drive results in preparation for the transition.
Discovery Consultation
We learn about your business, goals, and timeline.
Data Collection
You provide financials and basic information.
Value Analysis
We complete the COV using industry benchmarks and proven methodologies.
Report Out &
Next Steps
We review your current value together and provide tailored recommendations.
Owners are busy. We make this easy.
COV vs. Full Business Valuation: What’s the Difference?
Calculation of Value (COV):
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Purpose: planning, goal-setting, growth, exit readiness
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Cost: lower than a full valuation
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Timeline: fast turnaround
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Use cases:
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Baseline valuation
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Annual value tracking
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Succession and family conversations
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Coaching, advisory, and strategic planning
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Identifying value gaps and growth opportunities
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Full Formal Valuation:
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Purpose: legal, tax, or bank-related requirements
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Cost: significantly higher
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Timeline: detailed, extensive process
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Use cases:
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ESOP
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Divorce litigation
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Buy/sell disputes
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IRS/tax reporting
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Bank-mandated valuations
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If your goal is clarity, direction, and planning for the future, a COV is exactly what you need.