Tools & Templates

Three-year forward-looking financial-modeling Excel template with user guide. Proceeds go to SCORE - Counselors to America's Small Businesses, Worcester Chapter.

Sale Price Enhancement Program Our consultants will review your business; operations, staff and financials to identify the areas of improvement which would result in a higher business valuation.

Estate Planning An important part of gift and estate tax planning when you're a business owner is the need to properly describe the business and its value. We prepare a comprehensive report that is accurate and helpful to your planners.

$1395.00

Business Valuation Services In preparing a business for sale it is vitally important to completely justify that the price recommended is the best obtainable for the business owner and show that the asking price is realistic to a prospective buyer.  Our consultants, working with you, are able to prepare a report which can be presented as part of the business offering package or is available to present to a buyer to confirm value.