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business consulting services for privately held companies

You built the business.

You should know what it's worth.

I give private business owners a certified, defensible valuation for taxes, partnerships, lending, or a future sale, without the hefty fees of a big firm.

business valuation consultant in St. Louis Missouri

Most owners have no idea what their company is worth.

Private sale prices are rarely disclosed, so you're left guessing at the value of your biggest asset. That uncertainty slows every big decision, from a partner buyout to estate planning to the timing of your exit.

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Nobody should have to guess at the value of what they spent decades building.

I understand how uncertainty slows every big decision.

That's why I built a valuation process that gives you a number you can defend anywhere, prepared by a Certified Valuation Analyst with more than 30 years advising private business owners. You work directly with me on every engagement, from the first call to the final report.

Choose What You Need

IRS compliant business valuation services

Business Valuations

Know what your business is worth, and why. Certified, defensible, and ready for the IRS, a lender, a partner, or a buyer.

outsourced CFO services in St. Louis Missouri

Outsourced CFO

Get expert financial guidance without hiring a full-time CFO. Clean statements, plain-English insights, and a clear plan.

COFIA financial insights and analytics software

COFIA

Upload your financials and get a 30-page report showing where your business stands today and where it's headed.

How It Works

Request a conversation and tell me what you need

Request a conversation and tell me what you need

Get a proposal with a clear price and timeline

Get a proposal with a clear price and timeline

Send your numbers and receive your report

Provide the info needed and receive your report!

financial consulting for small and mid-sized businesses

What You Get

✓ A number you can defend with the IRS, a lender, or a buyer.

✓ A report written in language you understand.

✓ Thousands saved versus big-firm fees.

✓ A clear view of what drives your value, so you can grow it.

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Keep guessing, and unattended problems grow.

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✓ Estate planning and succession planning are delayed.

✓ Partner disputes drag on.

✓ No confidence negotiating with a potential buyer.

"I am an enthusiastic endorser of David and his consulting services. He is that rare consultant who combines good ideas and advice with action and execution. He consults, but he also works what he advises!"

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- Larry E.

President, Accounting Firm

Find out what companies like yours sell for

Tell me your industry and revenue range, and I'll send you the current earnings and revenue multiples for businesses of your size. This data comes from paid transaction databases most owners never see.

Industry
Annual Revenue Range
Under $5M
$5M-$10M
$10M-$25M
$25M-$50M
$50M-$100M
Over $100M

Stop guessing what your business is worth

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