Business Plans and Valuations

Make your business dreams a reality with strategic plans, powerful valuations, and tangible results!

Business Plans:

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Bank Financing

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Start-Ups

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Purchasing a business

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Investor or Bank Financing

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Expand your business offerings

Business Valuation:

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Selling a business

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Buying a business

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Bank Financing

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Partner Buyouts

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Shareholder or Partner Investments

Business Plans

Are you an entrepreneur ready to start a new business? Congratulations! Montana is one of the best places for new businesses to thrive and having a solid plan in place is the key to a successful business venture.

We speak the language that attracts bankers and potential investors. Instead of wracking your brain to prepare this critical document, we can work with you to clarify your company’s direction and provide a blueprint for your long-term success. We’ll help you assess the competition, develop financial goals, evaluate potential risks, and refine a detailed financial plan. By working with us on your strategic business plan, you’ll have investors lined up to fund your new venture.

Business Valuation

Need to evaluate the worth of an existing business? This is a critical step when courting potential buyers. We can work closely with you to analyze your business from top-to-bottom so you can get the most out of the business you worked so hard to build.

Business valuation is not an exact science. It’s based on judgment, experience and relevant information. So, you need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Our approach is to intimately know your business in order to understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.

We Look To Build Trusted Partnerships With Our Clients!

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We will take care of your tax or business related inquiries

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Business Plans and Valuations