You close the deal.
We’ll handle the valuation and CIM.
Weld creates white-labeled or co-branded valuation reports and CIMs that work for both sellers and buyers—so brokers and M&A advisors can spend less time on prep and more time closing.

M&A-ready valuations and CIMS that Move Deals Forward
We combine proprietary data, experience, and technology to deliver materials that drive clarity and alignment in M&A.
M&A Insight
Valuations and CIMs informed by real-world deal experience, grounded in actual comps and benchmarks.
Sector Expertise
Our deep industry expertise across a variety of sectors ensures reports are tailored to the business and the buyers in the sector.
Speed
Fast turnarounds (days not weeks), without compromising depth.
Clarity
Jargon-free, clearly written reports that sellers, and their buyers, can actually understand.
Respect
We treat every business like someone’s life’s work– honoring their legacy, their timeline, and their goals.
Clarity That Builds Confidence
Weld's valuation reports are built to be more than just numbers—they’re a clear, logical story of what the business is worth and why. Designed for business owners, not just financial pros, our reports walk sellers through the methodology step-by-step, so they actually understand the value.
That means fewer pricing battles, smoother conversations, and faster alignment—making it easier for brokers to win trust and launch listings that close.
Designed to sell the deal
Weld CIMs give buyers exactly what they’re looking for—clear, concise, and well-structured information that makes it easy to understand the opportunity. We highlight what makes each business attractive, using clean design, buyer-friendly language, and a logical flow that mirrors how serious buyers assess deals.
No fluff. No information overload. Just the right story told the right way—so brokers can generate interest faster and keep deals moving forward.
Valuation in 3 Simple Steps
All conversations and materials are handled with complete confidentiality.
Talk with Our Team
We’ll ask questions about how the business operates, who’s involved, and what growth looks like—so we understand the full picture.
We Analyze the Data
We review your financials (typically from the past 3 years), pull market data from comparable business sales, and apply our valuation models to deliver accurate, real-world insights.
Get your valuation in 1 Week
You’ll receive a clear, easy-to-follow valuation report that explains your estimated market value, what’s driving it, how to think about your listing price, and what to improve if you’re not ready to sell just yet.
We focus on businesses with $500K to $10M in revenue—where clear insights make all the difference. Our team brings deep expertise across a wide range of industries, including:
Manufacturing
Professional Services
Specialty Contractors
Retail
Food & Beverage
Health Services
Logistics & Distribution
Technology
Construction
Janitorial Services
Pool Cleaning Services
& More
Find the right report for where you are today.
Whether you're planning ahead, preparing for a sale, securing financing, or meeting a formal requirement, Weld offers the right level of valuation support.
Horizon

For owners exploring growth, succession, or long-term exit planning. Educational valuation overview with key value drivers and improvement opportunities.
Benchmark

Market-based valuation designed to support sale preparation and advisor conversations.
Extended

For acquisitions, partner buyouts, equity discussions, and strategic decisions. Comprehensive valuation with income modeling and deeper financial analysis.
Certified

For SBA loans and situations requiring an independent, defensible valuation. ABV/CVA-credentialed valuation report built to SBA requirements.
CIM + Buyer Teaser
Professional buyer-facing materials that help present a business and attract qualified interest.
Insights that help you make better decisions.
Articles and tools that meet you where you are.
Get your valuation today
Our valuations are built for the realities of M&A: clear enough for owners, credible enough for buyers, and trusted by brokers.








