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Easy 7-Step Questionnaire
Complete in the Privacy of your Home or Office
Your Business Valuation is based on Current Data for your Industry and Geography
Personalized Review of Valuation Findings
29-Page Valuation Report Delivered in one Business Day
Company value expressed as; Asset, Equity, Enterprise, and Liquidation Value.
13 Key Performance Indicators (KPIs) compared with KPIs of similar businesses reported as; Over-performing, Under-performing, or Performing at sector averages.
Neri Capital will meet one-on-one to review the 29-page report and provide value building recommendations
Written recommendations and quarterly strategies to improve business performance over the next 12-months.
Quarterly meetings to track progress toward value improvement objectives including complementary updated business valuation and value building plan
Execute Confidentiality Agreement
- Collect Quantitative and Qualitative Information
- Identify Objectives of Client
Complete Certified Valuation
Develop Work Product – State of Business Report
- Priorities
- Strategic Plan
- Benchmarks
- Operating Metrics
Recommendations
Meet with Client
- Present Work Product
Other Key Advisors, as required
- Tax and Legal Assessment
- Estate Planning
- Insurance Coverage Assessment
- Wealth Manager
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DETERMINE | BUILD | REALIZE
