A business valuation is a private and professional exchange of personal financial information. We suggest that our clients never work with anyone regarding their business valuation without a signed Non Disclosure Agreement (NDA). Confidentiality should be understood and foundational during and after the business valuation process.

Information shared during a business valuation often include: Business Tax Returns, Balance Sheets, Profit and Loss Statements, Inventory Asset lists, Debt, Business Growth Trajectory and an assortment of other highly sensitive information. Hopefully, you can see why we strongly suggest the NDA as one of the first steps of having a business valuation.