Chelsis Financial offers valuation support for business owners that are considering succession or the sale of a privately held business, a division or a portfolio company. Before committing to a full business valuation, we provide a brief value assessment to better understand the strengths of a business and a discussion on relevant points.
For clients wishing to include acquisitions in their growth plan, we use a scoring system that allows for a rapid assessment of a target business prior to the burdens of phone calls, preliminary due diligence, professional fees, or offers. When warranted, we can provide a preliminary opinion of value to provide the basis for continued discussions with a potential acquisition target. Our approach promotes transparency & understanding & trust between our Clients and those they wish to acquire.