MAXIMIZE THE VALUE OF YOUR BUSINESS

START WITH AN ACCURATE BUSINESS ASSESMENT, THEN EXPLORE YOUR BEST OPTIONS — WHETHER IT’S KEEPING, GROWING, OR SELLING.



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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

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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)

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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.

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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.

INITIAL CALL

Free

  • Initial Online Meeting 45 min
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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
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FAQ

Our valuation is based on the personalized touch our experts (with 25+ years of experience). We know that each business and industry is different - and that information forms the backbone of the valuation process. For more information on the Coastal Edge way.
The Initial call is free. There is no obligation or cost for the initial call with our experts. It will benefit our team if you have high level company information and financials ready to discuss with our team. Our team will walk through your current company performance and discuss next steps towards providing you with an accurate valuation.
Business valuations are great for getting a snapshot of your business value for many reasons. Some of the main reasons can be for the following: Sale/Acquisition, Buy-Sell Agreement, Recapitalization, Issuing Stock (409a), Patents, IP Fund Buy-Sell, Shareholder Disputes, Fairness Opinion, Litigation, License, Royalties, Gift or Asset Transfers, Succession Planning, Economic Loss, Marital Asset Dissolution, Purchase Price Allocation
Here are some of the valuation methods we use: EBITDA Multiple (Market Approach) Discounted Cash Flow (DCF) Analysis Comparable Company Analysis (Public Comps) Precedent Transactions (Transaction Comps) Asset-Based Valuation (Net Asset Value / Book Value) Seller’s Discretionary Earnings (SDE) Multiple Revenue Multiple (for certain industries) Liquidation Value Rule of Thumb / Industry-Specific Multiples We may use one or a combination of these methods, depending on the nature of the business and the specific transaction goals.

CONTACT US

Coastal Edge Strategies- San Diego California

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Phone:

+1 858 284-0440

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