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.
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, ABV/CVA certified valuation, CIM, & buyer teasers.
Why CEPAs work with Weld
Independent valuation expertise designed to help CEPAs guide clients with confidence through every stage of exit planning.
Built for exit planning
Our valuations are designed to support planning conversations — not just satisfy reporting requirements.
Market-based, not formula-driven
We reflect how buyers actually price businesses, using real transaction data.
Clear and usable output
Easy-to-understand reports that you can confidently walk through with clients.
Fast and affordable
Responsive turnaround to keep planning conversations moving at costs owners can afford.
Deal experience
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
Plan with Weld
Horizon
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.
Benchmark Valuation
A market-based valuation using real transaction comps and normalized earnings. Establishes a credible, defensible value range for a straightforward business sale.
Extended Valuation
Combines market comps and income-based modeling for situations where simple comparisons don’t tell the full story.
Certified Valuation
A comprehensive report prepared by an ABV credentialed professional to recognized standards. Required for SBA lending, estate planning, and formal transactions.
Built to Support Your Advisory Role
You lead the strategy. We provide independent analysis. Each report helps clients understand what drives value and what can improve it.
Normalized Earnings
Adjusts financials to reflect the true earning power of the business, with every adjustment clearly explained.
Risk Assessment
Evaluates operational, financial, and ownership risks that can influence value and buyer confidence.
Market Benchmarking
Uses comparable transactions and industry data to support a realistic, market-based valuation.
Defensible Valuation
Combines financial analysis, market evidence, and professional judgment into a clear, supportable conclusion.
Practical Benefits For Your Firm
When clients understand how value is calculated, they make better long-term decisions and look to you for guidance. We handle data review, normalization analysis, and report preparation, allowing you to stay focused on client strategy rather than valuation mechanics.
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.
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.
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.
Partner with Weld
We’d be happy to walk through how Weld fits into your exit planning advisory.
