SummitPat values closely held companies. Most of our clients are owner-operated businesses between $10 million and $200 million in revenue — trade and specialty contractors, building services firms, design and engineering practices, federal contractors, and technology companies.
What these businesses have in common is that the value is hard to see on a balance sheet. It sits in a maintenance book, a contract vehicle, a set of licenses, a patent portfolio, or a group of client relationships that may or may not survive a change of ownership. Putting a defensible number on that is our expertise.
What is your business worth today? What is preventing you from realizing maximum value? And what can you realistically do to change it? When ready, we help owners prepare to act on the answers — whether that means a sale, a transition to family or management, an estate filing, or simply running the business against a number they can trust.
We combine the work product of a large valuation firm with the pricing and responsiveness of a small one.
SummitPat is based in Vienna, Virginia. Meet the partners or get in touch.