Everything you need for a successful sale
We provide M&A-focused valuations and polished buyer decks that make it easier to present your business clearly and confidently.
M&A-ready valuations and materials that make sense
We combine proprietary data, experience, and technology to deliver materials that drive clarity and alignment in business mergers and acquisitions.
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.
Why You Need a buyer deck or “CIM” (Confidential Information Memorandum)
A business valuation tells you what your company may be worth in the market– and why. It’s based on your numbers—like revenue, profit, and equipment—but also things like customer mix, repeat work, how involved you are day-to-day, and what a buyer might need to invest after they take over.
It Tells Your Story
It explains what your business does, how it makes money, what the team looks like, and why someone should want it.
It Saves You Time
Instead of answering the same questions over and over, the CIM gives buyers what they need up front.
It Builds Trust
A clean, professional CIM shows buyers you’re organized and ready. That gives them confidence—and makes them more likely to make an offer.
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.
Valuation & deck 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.
