Business Valuation & Bankability Advisory
For most owners, their business represents years of work and the largest part of their personal wealth — yet they've never had a real, objective number for it. Catalis helps owners of privately held businesses understand what their company is actually worth to the market, how a buyer or lender would evaluate it, and what could be done to strengthen that value.
Every valuation is a technical document — prepared by a team with decades of business and administrative expertise.
Institutional-quality valuation made accessible through professional analysis, leveraging technology, without enterprise pricing.
Analysis grounded in real transaction experience with data collection, not just formulas or automated calculators.
Work prepared using the same disciplined financial methods and professional standards recognized across the business valuation community.
Experience extends to due diligence, document preparation, annual reports, corporate compliance and housekeeping. The details around a valuation get the same rigor as the analysis itself.
Know Your Value.
Every owner has a number in their head. It is usually built on effort, sentiment, or a rumor about what a competitor sold for, not on how a buyer, lender, or the market would actually evaluate the business. That gap is where deals stall, financing gets declined, and decisions get made on the wrong information.
You don't need to be ready to sell. Many owners begin the process years before a transaction — giving themselves time to improve performance, reduce risk, and prepare for a stronger outcome.
Objective, professional-grade insight shouldn't be reserved for the largest companies — it's why Catalis was built to be accessible to businesses of every size.
Gain Clarity.
We learn about your business, your ownership situation, and the decisions you're considering.
We review relevant financial statements, cash flow, adjustments, risk, and market and financing factors.
We deliver a practical analysis covering estimated value, financial capacity, key risk factors, and next steps.
We walk you through the findings and where there's an opportunity to strengthen the business or prepare for a future transaction.
Services
$1,495
A clear, defensible valuation you can act on.
$1,995
Everything in Essential, plus ehanced risk profile and debt service coverage ratio.
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A detailed look at the earnings behind the number.
Proof
I've worked with Catalis to update my company's business valuation every year. As the owner of Touch Up Teak, having a reliable, accurate understanding of what my business is worth matters — and the Catalis team has consistently been professional, knowledgeable, responsive, and easy to work with. I highly recommend them to any business owner seeking dependable valuation services.
Paul Murray, Owner, Touch Up Teak
The tools the team at Catalis has created are invaluable to our clients! The most difficult issue for many business owners is navigating the complex, dynamic decisions that go into business valuations, capital funding structures, and bankability. Their systems take all the guesswork out of these decisions — they're our most valued partner!
Brian, President, Won Strategy
Questions
7 to 10 business days.
Yes. The analysis is built using disciplined financial methods and professional practices recognized within the business valuation community, informed by real transaction experience rather than formulas alone.
40+ years of hands-on business experience — buying, selling, merging, operating, restructuring, and investing in private and public companies.
100+ over the team's years of experience, across a range of industries and transaction types.
Yes. Beyond the valuation itself, our background includes due diligence work and preparing the technical documentation — annual reports, compliance materials, and deal-related paperwork — that holds up to scrutiny from buyers, lenders, and other stakeholders.
Yes — on both the buy side and the sell side. That experience includes using valuations and other technical documents as negotiating tools, not just background reference material.
Starting at $1495.
To get started, you'll complete two worksheets — they walk you through exactly what data and documentation we'll need to begin the engagement.
Move Forward with Confidence.
Know Your Value. Gain Clarity. Move Forward with Confidence.
You already know what your home is worth. It's time to know what your business is worth — objectively, confidentially, and on your terms.