Business Valuations

CPS Horizon has partnered with a number of carriers that allows us to offer our advisors FREE business valuations.

How is it comprised?

  • 3 Years Tax Returns 
  • Current Balance Sheet
  • Current Profit and Loss Sheet

In just 10-15 days you will receive a report that contains 5 accounting methods on what that business is worth.

Here are a couple videos on Business Valuations:

Here are a couple Fact Finders you can use with your clients:

Sample Valuations:

Other Helpful Information:

If you have any questions, or would like to get started, please contact Zach or Mike.