Let’s Talk Numbers.

What is a Business Valuation?

A Business Valuation is a process used to estimate the economic value of an Owner’s interest in a business.

We’ll help you get an accurate idea of your current or prospective business’s value.

Understanding the true value of your business is essential, and that’s true whether you’re looking to buy, sell, or simply assess the worth of your company. At Carolina Investment Brokers, we provide precise and insightful business valuation services that will allow you to have a complete understanding of your company’s value.

Business Valuation in Winston-Salem, North Carolina

When you come to us for a business valuation, we start by thoroughly analyzing factors such as the financial health, market position, and growth potential of the company in question. This personalized approach allows us to deliver a business valuation that reflects the true value of the business that you can use as a basis to make informed decisions, whether you’re buying, selling, or looking to gain insight for future decisions.

We know that business valuation is not a one-size-fits-all process, which is why we tailor our services to address the specific factors impacting your business. Our team has been serving current and prospective business owners in and around the Winston-Salem, North Carolina area for many years, and we have extensive insight that we will leverage to your advantage. We are proud to work with clients across numerous industries, including:

  • Restaurant & Food
  • Entertainment & Recreation
  • Service Businesses
  • Retail Businesses
  • Specialty Businesses

If you are interested in a business valuation with the intention of selling or buying, our team can partner with you through the entire process, streamlining the venture to make it as easy as possible for you. Our award-winning team is here to be a trusted resource, and we want to build a positive, long-lasting relationship with you.

We are here to provide the expertise and insight you need to make the best decisions for yourself and your business aspirations. Allow us to be your partner in achieving clarity and success through our expert business valuation services. Reach out today to learn more or to get started!

What does a Business Valuation do?

Valuations are used by buyers and sellers to determine the price they might be willing to pay or receive to buy or sell a business.

What does a Business Valuation Report include?

The comprehensive Business Valuation Report by Carolina Investment Brokers includes a cash flow statement, business assets (furniture, fixtures and equipment, “FF&E”), comparable business listings, and current market trends. Combined, this information can be used to determine a starting listing price for your business.

What information do you need to create a Business Valuation Report?

We will need:

  • Business tax returns and profit and loss statements for the last three years and current sales numbers
  • Bank statements from the last several months – preferably a year
  • A copy of your current lease (we never contact the landlord without your permission)
  • Employee information – such as number of employees, wages, hours, duties, payroll reports, etc.
  • A brief history of how long you have owned the business and why you are selling

How will my information remain confidential?

At Carolina Investment Brokers, we understand confidentiality is your priority, and therefore, it is our promise to you.

Putting this into practice, all of our business listings are generic, so prospective buyers have to contact us directly for details. Then, the prospective buyer must sign a Non-Disclosure Agreement before any basic financial information is provided. Sensitive financial documents and the business name are only revealed after the prospect has been “secret shopping” and desires to move forward.

How much does a Business Valuation Report cost?

This comprehensive Report is provided complimentary to our Clients (those using us to buy or sell a business) and is available to others for a fee.

How certain is the Valuation?

All information is provided in good faith by the business owner. We recommend potential buyers and sellers seek advice from attorneys and other professionals prior to making a sale or purchase. A Valuation Report doesn’t serve as a guarantee of what a business is worth and can vary based on the information the Owner provides.

Request Business Valuation

Please provide the following information and a member of our team will be in touch with you promptly.

  • You may receive marketing and promotional materials. Contact the merchant for their privacy practices.

Download Our Business Valuation Guide

You’ve got questions. We’ve got answers.
Download our Business Valuation Guide to learn more.


At Carolina Investment Brokers, we offer business valuation services to customers in High Point, Hendersonville, Charlotte, Greensboro, and Winston-Salem, North Carolina.

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