Free Business Valuation & Exit Planning
Know What It’s Worth Before Someone Else Decides.
SummitPat values closely held companies and helps owners plan what comes next — a sale, a transition to family or management, an estate filing, or simply a defensible number to run the business against.
Discuss Your Goals
Where you are today, and what you are trying to achieve for the business and for yourself.
See Where You Sit Today
A confidential valuation of your business, at no cost and no obligation.
Plan the Exit
What a buyer will discount, what is worth fixing first, and what the range looks like under each path.
What We Do
Most owners are carrying a number in their head that came from a competitor’s rumored sale or a conversation at a trade association meeting. It’s often wrong — sometimes by a wide margin — and it can alter your decision-making process. We replace it with an appraisal that holds up — and then help you act on it.
Business Valuation
Independent appraisals of closely held companies for sale readiness, buy-sell agreements, shareholder disputes, gift and estate filings, and lender requirements. Income, market and asset approaches, reconciled and documented.
Exit Planning
The eighteen to thirty-six months before a transaction is where most value is won or lost. We identify what a buyer will discount, what is worth fixing first, and what the realistic range looks like under each path.
Intangible Asset Valuation
Contract portfolios, customer relationships, licenses, trade names, patents and proprietary technology — valued individually where the transaction, the tax position or the dispute requires it.
Damages and Dispute Support
Economic damages, lost profits, and contract termination analyses, including settlement valuation for terminated federal contractors.
Where We Go Deep
Numerous Areas of Expertise, One Common Thread
Businesses where the value sits in contracts, credentials, licensure and recurring service relationships rather than in equipment or inventory — and where the buyer is underwriting a book of work, not a balance sheet.
Trade Contractors
The maintenance book is usually the asset.
Examples include
- Elevator maintenance
- HVAC and building temperature controls
- Plumbing installation and maintenance
- Structural steel fabrication and erection
- General contracting
Building Maintenance & Support
Recurring contract portfolios where labor, concentration and margin durability decide the range.
Examples include
- Physical security systems
- Secure-facility door maintenance
- Pest control
- Landscaping
- Canine security
Architecture, Design & Engineering
Practices where value is tied to licensure, backlog quality and key-person dependency.
Examples include
- Ship engineering and design
- Building envelope remediation
- Engineering for the intelligence community
Federal Government Contractors
Contract vehicles, set-aside status, and funded versus unfunded backlog.
Examples include
- IT infrastructure support
- Cybersecurity
- Biomedical testing services
- IT and construction for DHS, DOD and the VA
Technology & Intellectual Property
The practice this firm was built on.
Examples include
- Patent portfolios and licensing programs
- Commercial cybersecurity
- Rugged vehicle technology resellers
Insights
Sector Valuation Notes
Where we dive deeper on specific industries — what they are appraising at, what is driving the range, and what owners tend to leave on the table.
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Landscaping Company Valuation Update
A note for owners of commercial landscaping, lawn care and tree care companies: the driving forces behind recent changes in valuations, and the factors that determine a company’s valuation multiple.
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Garage Door Company Valuation Update
A note for owners of garage door sales, installation and service companies: the driving forces behind recent changes in valuations, and the factors that determine a company’s valuation multiple.
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Elevator Maintenance Valuation Update
A note for independent elevator service owners: the driving forces behind recent changes in valuations, and the factors that determine a company’s valuation multiple.
No Cost · No Obligation · Confidential
We’ll Value Your Business for Free
A full indicative valuation report — a range with the reasoning behind it, market data for your sector, and a clear read on what is helping your number and what is costing you. About two weeks. We are glad to sign an NDA first, and can provide our own if that is easier.
What We Would Need
- Three years of financial statements — compiled, reviewed or audited, if available
- Most recent balance sheet, in Excel
- Revenue by line of business — for a contractor, maintenance versus repair versus install
- Customer or contract count, with gains and losses over the last two years
- A sense of owner compensation and personal expenses running through the business
Or call 703-475-8627. You will reach a partner, not a queue.