Business Valuations
Understanding what your business is worth.
What You’ll Get
Running a Montana small business is challenging, but you don’t have to do it alone. We deliver clear business strategy, expert financial guidance, and actionable insights so you make smarter business planning decisions. Whether you want to accelerate business growth, plan your business exit, or improve cash flow, we provide clarity and confidence at every step.
Every successful small business journey starts with a plan. We assess your current position, define your business goals, and create a custom roadmap to maximize business value, enhance financial forecasting, and secure your legacy. With expert help in strategic planning, succession planning, and exit readiness, you’ll gain the tools and confidence for financial clarity and lasting success.
What is a Business Valuation?
- Selling or exiting your business
- Partner or shareholder disputes
- Divorce or estate settlements
- Tax or IRS reporting
- Gifting of business interests
- Securing financing or SBA loans
- Internal planning and benchmarking
Every business is unique, and so is every valuation. We tailor our approach to fit your specific goals and context.
Why Intrepid?
We bring a rare combination of technical expertise, practical experience, and clear communication. Here’s what sets us apart:
- Deep experience in finance, operations, and business ownership
- Accredited professionals who understand what drives value
- Real-world insight — not just textbook theory
- Transparent, step-by-step process
- Reports that are easy to understand and ready to use
Initial Discovery Call
We’ll discuss your needs, goals, and any triggering events.
Document Collection & Review
You’ll provide financial statements, tax returns, and other relevant info.
Analysis & Modeling
We perform adjustments, build valuation models, and review industry data.
Report Delivery
You’ll receive a full PDF report, and we’ll walk you through it on a review call.
What’s Included in a Valuation?
- Detailed financial analysis and adjustments
- Overview of valuation methods used (income, market, and asset approaches)
- Summary of findings, including the calculated value range
- Clear explanation of assumptions and limitations
- Appendices with supporting documentation
We aim to deliver a product that is not only accurate but also usable — whether you’re handing it to a buyer, attorney, or advisor.
How We Price Our Services
We offer flat-fee pricing for business valuations. Every engagement starts with a brief, no-cost discovery call to understand your business, your goals, and the reason for your valuation. Based on that, we’ll provide a proposal outlining:
- The scope of work
- The flat fee for the engagement
- What to expect during the process
Our fees are determined by the complexity of your business and the type of valuation you need. You’ll always know the full cost up front — no hourly billing, no surprises.