Business Valuations for CPAs and Bookkeepers
Your clients rely on you for financial clarity. When valuation questions arise, Weld provides independent, market-grounded analysis that strengthens client understanding and supports higher-level advisory conversations.
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.
Strategic growth decisions
Use valuation insights to evaluate expansion opportunities, acquisitions, and long-term investments with greater confidence.
Exit and retirement planning
Understand your business's value today so you can plan the right timing, maximize value, and prepare for a successful exit.
Ownership transitions
Support partner buyouts, succession planning, and ownership changes with an independent, objective valuation.
Lending discussions
Provide lenders with a credible valuation that supports financing, refinancing, and other funding conversations.
Understand What Drives Your
Business Value
A professional valuation goes beyond assigning a price. It explains the key factors behind your business's value, helping you make informed decisions and confidently communicate that value to buyers.
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.
Why Partner with Weld
Focused on Privately Held SMBs
Specialized in owner-operated businesses under $10M in revenue.
Education-Driven
Plainspoken, rigorous reports designed for real understanding.
Independent & Efficient
Not transaction-driven. Affordable. Delivered in days, not weeks.
Our Products & Services
Value Planning Reports & Quarterly Refreshes
Valuation Education Assistant
M&A Ready Valuations
Certified Appraisals
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
When clients ask, “What is my business worth?” you can provide a clear, educational answer that supports thoughtful planning.
