MAXIMIZE THE VALUE OF YOUR BUSINESS
 START WITH AN ACCURATE BUSINESS ASSESMENT, THEN EXPLORE YOUR BEST OPTIONS — WHETHER IT’S KEEPING, GROWING, OR SELLING.
Schedule My Free Call

WHY EVERY BUSINESS NEEDS AN ASSESMENT?
* Know your true worth — not just revenue, but real market value
* Spot hidden risks and strengths before they become problems
* Build smarter growth strategies that increase enterprise value
* Gain leverage with banks, investors, and potential buyers
* Be prepared for exit, succession, or unexpected life events
* Meet legal, tax, and insurance requirements with confidence
* Negotiate from strength — no more guesswork
OUR BUSINESS ASSESMENT PROCESS
Expert advice meets AI technology: our advisors and M&A platform working for you
1
INITIAL CALL
One-on-one with our advisor to explore your company’s potential.
2
FINANCIALS
We review your last 3 years of financials and securely upload them to our AI platform.
3
INDUSTRY
Analyzing current industry trends and recent comparable transactions to assess market positioning.
4
VALUATION
Preparing your valuation based on financials, public company data, and comparable transactions.
5
MARKET *
Insightful research into current market trends and key industry benchmarks.
* ONLY IN PREMIUM
6
STRATEGY *
Strategic planning to guide your next steps.
* ONLY IN PREMIUM
OUR VALUATION METHODS
* Discounted Cash Flow (DCF)
* EBITDA multiple
* Seller’s Discretionary Earnings (SDE)
* Revenue multiples
* Asset-based valuation
* Book value multiples
* Direct comps (ONLY IN PREMIUM)
* Public peers (ONLY IN PREMIUM)

OUR EXPERTS
Our valuations are guided by the personalized expertise of professionals with 25+ years of experience. We recognize that every business and industry is unique — and that understanding forms the backbone of our valuation process.
 FRED POIRIER
M&A Advisor
Fred is a seasoned M&A advisor and business development executive, focused on leading strategic exits and acquisitions for lower middle market companies. As former COO of Allison Zongker, he brings valuable operational insight to every deal, helping owners unlock value and navigate complex transactions. He holds a BBA in International Business from the University of San Diego.
Schedule My Free Call
 DAVID BEHAR
M&A Asvisor
David is an experienced M&A advisor and executive with 25+ years in international business development, operations, and sales. He has led and advised on cross-border acquisitions, growth strategies, and exit planning across industries including consumer goods, import/export, and distribution. Formerly a CEO and VP of Business Development, he now guides companies through strategic transactions and market expansion. David holds a B.S. in Computer Science from ITESM and an MBA from IPADE.
BUSINESS ASSESMENT BASIC
$500
- Initial Online Meeting 45 minutes
 - Business Valuation
 
ENTERPRISE BUSINESS ASSESMENT
PREMIUM
  $1500
- Initial Online Meeting 45 min
 - In-depth Business Valuation
 - Comparable Transactions
 - Public Peers
 - Benchmarks based on the Industry
 - Market Reaserch
 - Startegic Opportunites
 
FAQ
CONTACT US
Coastal Edge Strategies- San Diego California

