Business Owner Resource

What Is Your Business Really Worth?

If your company generates at least $3 million in annual revenue, you may qualify for a professional Calculation of Value designed to help you better understand what your business could be worth.

RMJ Advisory can help coordinate the process with Marshall & Stevens so you can receive an independent range of value based on your company's financial performance, industry, and other relevant factors.

✓ For qualifying businesses with $3M+ in annual revenue
✓ Professionally prepared Calculation of Value
✓ Draft generally available within 10–15 business days
Request My Business Valuation Review See How It Works
A Valuable Planning Question

You've spent years building your business.

Knowing its potential value can help you make more informed decisions about:

  • Business succession
  • Buy-sell planning
  • Key person protection
  • Ownership transitions
  • Long-term financial decisions
Minimum qualification: Businesses generally must have at least $3 million in annual revenue.
Know Your Number

Your business may be one of your largest assets.

Yet many owners have never gone through a structured process to determine what their company may actually be worth. A Calculation of Value can provide an estimated range to help create a more informed starting point for business and financial planning.

01

Understand Your Value

Gain a clearer picture of the estimated value of the company you have built.

02

Identify Planning Gaps

Better understand how business value may affect succession, protection, ownership, and long-term planning.

03

Make Better Decisions

Use the information as a starting point for conversations with your financial, legal, tax, and business advisors.

Simple Process

How the Business Valuation Process Works

You don't need to complete a lengthy financial questionnaire today. Start with a few basic details and your RMJ advisor will help coordinate the rest.

1

Submit Your Request

Tell us a little about you and your business so your advisor can review the opportunity and confirm initial eligibility.

2

Gather Financial Information

If eligible, your advisor will help coordinate the questionnaire and the financial statements needed to begin the Calculation of Value.

3

Review Your Results

Marshall & Stevens will prepare the analysis and provide a range of value for review and discussion.

When you move forward: the full process generally requires three years of financial statements, including balance sheets and income statements. Tax returns are not accepted as a substitute for these financial statements.
Get Started

Request Your Business Valuation Review

Complete the short form and your RMJ advisor will review your information and contact you regarding eligibility and next steps.

Before You Begin

Revenue Requirement $3M+ annually
Initial Request About 2 minutes
Draft Timeline 10–15 business days*

*Timeline begins after the required completed information and financial documents have been submitted and accepted.

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Business Valuation Request

Start with a few basic details about you and your business.

This short form allows your RMJ advisor to review your request and contact you about next steps. Businesses generally must have at least $3 million in annual revenue to qualify for the Calculation of Value process.

Full Name(Required)
Optional
The Calculation of Value program generally requires at least $3 million in annual revenue.
Authorization(Required)
Learn More

Why Business Valuation Matters

Want a deeper look at the process? Watch this short presentation to learn more about business valuation and how it can fit into broader business planning.

Good To Know

Business Valuation FAQs

Is this the same as a formal business appraisal?
No. The service provides a limited-scope Calculation of Value that estimates a range of value for planning purposes. It is not a formal appraisal and may not be appropriate for purposes such as bank financing, litigation, or other situations requiring a formal appraisal.
Does my business need at least $3 million in revenue?
Yes. Businesses generally must have at least $3 million in annual revenue to qualify for this Calculation of Value process.
What financial documents will eventually be needed?
The process generally requires three years of financial statements, including balance sheets and income statements. Your accountant can often help assemble the requested information.
How long does the process take?
Once the completed intake information and required financial statements have been submitted, a draft Calculation of Value is generally prepared within approximately 10–15 business days.
Am I required to purchase a financial or insurance product?
No. Receiving or reviewing the Calculation of Value does not require you to purchase life insurance or another financial or insurance product.

Important: A Calculation of Value is intended for internal business and management planning purposes and is not a formal appraisal. Eligibility requirements apply.

Marshall & Stevens is an independent third-party organization and is not affiliated with Midland National Life Insurance Company. RMJ Advisory can assist qualified business owners with coordinating the valuation request and related planning conversations.