Valuation & Exit Planning

Schwalb Corporate Advisory helps business owners understand the value of their company and how that value connects to future planning decisions. This work often serves as the foundation for eventual sale, ownership transition, recapitalization, or generational transfer.

  • Valuation analysis
  • Business readiness assessment
  • Ownership transition planning
  • Strategic roadmap development
  • Identifying key value drivers
  • Evaluating operational risks
  • Outlining practical steps that can improve positioning over time

Many owners delay these conversations until their needs become more imminent. Our approach is proactive. By building clarity early, we help owners make informed decisions about timing, structure, and direction rather than reacting under pressure.

Along with valuing your company, we also can work in coordination with Schwalb Realty Group, to provide an opinion of value for the real estate occupied by your business.  Understanding the value locked in both your operating assets and real estate assets can provide you with far better clarity about potential aggregate proceeds in the event you move forward with a sale.