Why Knowing Your Business’s Value Matters
At DBG Advisors, we believe understanding the true value of your business is essential—not only for selling but for making critical decisions like retirement planning, separating from a partner, or transferring ownership to family members.
An accurate, evidence-based valuation provides clarity, confidence, and the foundation for strategic planning. Whether you’re preparing for an exit or looking to grow, knowing your business’s worth helps you move forward with certainty.
Why Choose DBG Advisors?
- Experienced Team: Our business valuations are developed by a team of experts with decades of experience in business valuations, tax compliance, and M&A advisory.
- Comprehensive Process: Our valuations go beyond numbers, incorporating deep financial analysis, industry insights, and future growth potential.
- Defendable Results: Every valuation is designed to stand up to scrutiny.
- Value-Building Expertise: We don’t just tell you what your business is worth—we provide actionable strategies to help you maximize its value before going to market.
When Do You Need a Business Valuation?
Business owners need a valuation in scenarios such as:
- Preparing to sell your business.
- Transferring ownership to family members or employees.
- Resolving a partnership dispute.
- Planning for retirement or estate taxes.
- Navigating litigation, bankruptcy, or economic damages cases.
Valuation Services We Offer
In addition to traditional business valuations, DBG Advisors specializes in:
- Gift and estate tax valuations (including discounts for non-marketability and control).
- 409A and 83b valuations for equity interests in complex capital structures.
- Reasonable compensation studies.
- Economic damages and lost profits calculations.
- Valuations for marital separation, bankruptcy, and more.
Our Proven Valuation Process
- Data Gathering: We collect five years of financial statements, tax returns, and operational details from you.
- In-Depth Analysis: We apply advanced methodologies, including discounted cash flow analysis, market multiples, and asset-based valuation.
- Defendable Results: We deliver a detailed valuation backed by evidence and ready for any buyer, attorney, or regulatory review.
- Strategic Insights: Along with your valuation, we provide insights into areas where you can build value before going to market.
Meet Chris Lucas: Your Valuation Expert
Chris Lucas is DBG Advisors’ lead valuation expert, bringing a wealth of credentials and experience to every project. As a CFA, CPA, ABV, and CEPA, Chris has built a career specializing in business valuations for transactions, litigation, and tax compliance.
With decades of experience valuing businesses of all sizes and industries, Chris is passionate about helping owners navigate one of the most significant transitions of their lives. His meticulous approach ensures valuations are robust, defendable, and designed to maximize value for every client.
Get Started Today
Whether you’re planning your exit or making critical decisions about your business’s future, DBG Advisors is here to help.
- Contact us now to schedule your consultation and get a clear, defendable valuation for your business.
- Take the Assessment: Discover your Value Builder Score and identify areas where you can enhance your business’s worth before going to market.
Let’s talk about how our expert-led valuation process and tools can empower your next steps.