Welcome to CG Business Advisory Services

At CG Business Advisory Services, we specialize in Business Owner Exit Planning, Business Appraisals of Value and Retirement Readiness Preparation. We offer a free hour consultation to help you achieve your business and personal goals.

Business Owner Exit Planning, Business Appraisals & Retirement Readiness

Business Owner Exit Planning

Exit PCGBAS performs business owner exit planning and business appraisals of value for private companies. It does not prepare financial statements or tax returns or perform litigation support. Business owner exits are a process and not a singular event. The value of a business changes over time, can depend upon the purpose of the valuation, and can be expressed in a range of numbers or a single amount.

Business Appraisals

The price for a calculation of value service can range from $1,000 (a simple calculation with an oral report for companies with annual gross revenues of less than $250k) to $5,000 for a business calculation of value using three methods blended. This also means often including discounts and premiums for fair market value, and a written report explaining the value number (for companies with gross revenues up to $35 million).

Retirement Readiness

We consult with you on your retirement readiness to determine your goals and see what you want retirement to look like. Are you mentally ready for these changes? We have a retirement readiness questionnaire if needed. We can assist in your family cash flow analysis in relation to your current and future lifestyle. Are you financially ready for these changes? We will explore both personal and professional readiness.

Frequently Asked Questions

What is Business Owner Exit Planning?

Business Owner Exit Planning involves developing a strategy for transitioning out of your business, whether through sale or succession planning.

How do you determine the value of a Business Appraisal?

We use a combination of financial analysis, market research, and industry expertise to determine the value of a business.

What can I do to prepare for Retirement Readiness?

This is a great time to explore your professional and personal retirement goals. We have a Retirement Readiness Quiz to assist in your journey.

How do I get a Free Consultation?

A free consultation allows us to understand your unique business and personal needs and provide recommendations for maximizing your goals. Call or email us today.

“The worth of a business is measured not by what has been put into it, but by what can be taken out of it.” - Novel Investor

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