Serving Certified Exit Planning Advisors
We partner with CEPAs to provide market-based business valuations that align with how buyers evaluate companies. Our work helps bring clarity to planning conversations and grounds exit strategies in real market data.
Solutions for Every Stage
Wherever your clients are in their journey, Weld offers valuation solutions that help you turn curiosity into conversations and plans into action.
Turn client curiosity into an advisory opportunity with Weld Pulse, our intuitive & instant business value assessment tool providing a clear & actionable scorecard.
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Educate clients who are 1 to 5 years from their exit with Weld Horizon, our valuation overview covering value drivers, risk factors, and market comps.
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Guide clients through a successful exit with robust valuation offerings, including a sale benchmark, M&A valuation, ABC certified valuation, CIM, & buyer teasers.
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Explore
Turn client curiosity into an advisory opportunity with Weld Pulse, our intuitive & fast business value assessment tool provides a clear & actionable scorecard.
Plan
Educate clients who are 1 to 5 years from their exit with Weld Horizon, our valuation overview covering value drivers, risk factors, and market comps.
Act
Guide clients through a successful exit with robust valuation offerings, including a sale benchmark, M&A valuation, ABC certified valuation, CIM, & buyer teasers.
Why CEPAs work with Weld
Our valuations are designed to support planning conversations — not just satisfy reporting requirements.
We reflect how buyers actually price businesses, using real transaction data.
Easy-to-understand reports that you can confidently walk through with clients.
Responsive turnaround to keep planning conversations moving at costs owners can afford.
We understand how businesses are evaluated in real transactions, not just in theory.
Our valuations are designed to support planning conversations — not just satisfy reporting requirements.
We reflect how buyers actually price businesses, using real transaction data.
Easy-to-understand reports that you can confidently walk through with clients.
Responsive turnaround to keep planning conversations moving at costs owners can afford.
We understand how businesses are evaluated in real transactions, not just in theory.
Explore with Weld
Turn curiosity into a valuation conversation. Our client-friendly business value assessment tool, Pulse by Weld, helps you engage owners earlier.
- Breaks down how buyers calculate earnings (SDE)
- Makes value drivers visible in minutes
- Creates a natural bridge to deeper planning work
Start with a simple exercise and build into a full valuation when the timing is right.
Plan with Weld
An educational valuation overview covering value drivers, risk factors, and market comps.
Built for clients who want to build value before going to market.
Act Confidently with Weld
Advise your clients to act confidently with robust and sale-ready business valuation services.
A market-based valuation using real transaction comps and normalized earnings. Establishes a credible, defensible value range for a straightforward business sale.
Combines market comps and income-based modeling for situations where simple comparisons don’t tell the full story.
A comprehensive report prepared by an ABV credentialed professional to recognized standards. Required for SBA lending, estate planning, and formal transactions.
How CEPAs Use Weld
Move beyond hypothetical value and ground discussions in what the business would likely command in today’s market.
Highlight areas that may impact value before a client goes to market.
Provide clients with a clear baseline to track progress over time.
Deliver tangible insights that elevate your role as a strategic advisor.
Our Role In Your Process
We act as a valuation partner within your advisory process — providing the data and context to support your planning work, while you remain the primary relationship with the client.
How it Works:
Intake & Context
Analysis
Delivery