Business Valuation

We are the industry-trusted source for insurance agency valuations. Valuing a business is both an art and a science and it requires the right mix of market knowledge, financial expertise, and industry insight. With over two decades of experience, I specialize in identifying the hidden assets that make your business stand out, ensuring you receive a fair and competitive valuation that reflects today’s market conditions.
Whether you’re preparing for an exit, exploring growth strategies, or want to understand your company’s worth, I provide confidential and comprehensive valuation services designed to give you clarity and confidence in your next steps.

Valuation Process

A proper valuation is the foundation of a successful exit. Let’s uncover the true worth of your business and position it for maximum value.

In-Depth Financial Review

We conduct a thorough examination of your income statements, balance sheets, and cash flow reports to uncover your business’s real earning power. Beyond the numbers, we assess revenue consistency, expense patterns, and growth trends to reveal the true financial strength and sustainability of your company.

Asset & Inventory Assessment

Our team evaluates both tangible assets, such as equipment, property, and inventory, and intangible assets, including goodwill, brand value, and customer relationships. This ensures a complete picture of your business’s worth, capturing every factor that adds to its operational and market appeal.

Historical & Future Performance

We review past financial data alongside forward projections to provide a balanced valuation that reflects both proven results and growth potential. This approach helps buyers see not just where your business has been, but where it’s headed.

Industry Comparisons

Your business is benchmarked against industry peers and recent market transactions to ensure an accurate, data-backed valuation. This step helps highlight your company’s competitive advantages and market positioning to attract serious buyers.

Risk & Opportunity Analysis

We identify key strengths, risks, and growth opportunities that may influence value such as client concentration, scalability, or market trends, helping position your business as a well-prepared, low-risk investment.

Confidential Presentation

Our team delivers a clear, professional valuation report that presents your business’s strengths, financials, and potential in a compelling, confidential format that resonates with qualified buyers and investors.

SARKIS KALADZHYAN | BUSINESS BROKER

Licensed since 2004, Sarkis Kaladzhyan is a results-driven business broker specializing in connecting sellers with the right buyers for smooth, profitable transactions. With an extensive network, including private equity groups, business owners, and industry professionals, he positions businesses for maximum value and seamless exits. As an entrepreneur who has built, scaled, and successfully exited multiple B2B businesses, Sarkis knows firsthand what it takes to prepare a company for a successful sale. His deep understanding of valuation, deal structuring, and negotiation ensures his clients achieve the best possible outcomes.

Selling a business is a major decision, and Sarkis is committed to making the process strategic, efficient, and rewarding. If you're considering an exit, you need a broker who brings experience, connections, and a results-oriented approach to every deal.

PARTNER TESTIMONIALS

"Sarkis brought structure, clarity, and professionalism to every step of the process. He helped me secure a strong valuation and handled negotiations with confidence. The sale closed quickly and on favorable terms."

Founder, Restaurant family business

"I wasn’t sure what to expect going into the sale, but Sarkis exceeded every expectation. He brought in serious buyers, managed the process efficiently, and helped me exit on the terms I wanted."

Owner, Insurance agency

"Sarkis managed the entire transaction with professionalism and attention to detail. He kept everything on track, protected my interests, and made the experience far less stressful than I imagined."

CEO, E-commerce Business

"Sarkis provided expert advice throughout the sale of my company. He understood my goals, kept communication clear, and delivered real results. I’m extremely pleased with the outcome."

Owner, Manufacturing Firm

Get in touch

Book a 30-minute private call with our team of licensed business brokers. This confidential, no-obligation consultation is designed to provide you with strategic insights and guidance to help you understand your business’s value and plan your next steps with confidence.

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