Business Valuations for Wealth Advisors
For many clients, their largest asset is a privately held business, yet its value is unclear. Weld delivers independent business valuations that turn that uncertainty into a usable planning input. From retirement readiness to liquidity strategy, we help you anchor advice in credible market data.
Unlock Pre-Liquidity Planning
Clients want answers to questions like:
A structured valuation supports:
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 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
We’d be happy to walk through how Weld fits into your exit planning advisory.
