business broker

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.

Takes about 5 minutes
No commitment
VALUATION SERVICES

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.

weld Valuation Reports

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.

weld cims

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.

how it works

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.

SECTOR EXPERTISE

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

The Forge

Insights that help you make better decisions.

Articles and tools that meet you where you are.

Explore The Forge

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.