When your client needs value clarity before someone else sets the number.
Fairstone Valuations helps private-company owners organize the value frame before buyers, lenders, spouses, shareholders, family members, estates, tax issues, or legal processes harden assumptions around what the business is worth.
Advisor next steps
Use this page when a client needs value clarity, but it is too early to send documents or start a formal engagement.
Please do not send confidential documents or detailed client information until scope, confidentiality, and engagement terms are confirmed.
Or open the quiz link directly: https://www.fairstonevaluations.com/value-quiz
For advisor referrals only. Owner inquiries should use the Book a Call button.
When to refer a client
Refer a client when business value is becoming relevant to:
- possible sale or unsolicited buyer interest
- succession or family transition
- shareholder or partner pressure
- lender review or refinancing
- divorce or dispute-sensitive matters
- estate or tax planning
- business with embedded real estate or complex assets
- owner uncertainty before documents are shared broadly
What the client gets
The Owner Value Brief is a focused owner-side review designed to identify:
- the current value pressure
- key value drivers
- value suppressors
- document gaps
- normalized earnings issues
- stakeholder assumptions
- disclosure risks
- the next controlled move
What this is not
This is not legal, tax, accounting, investment, transaction, or litigation advice. It is not a substitute for formal valuation work where a formal report is required. It is a focused diagnostic to help the owner understand the value issue before more expensive or higher-stakes work begins.
Why advisors use it
The brief helps clients get organized before they over-share documents, accept a weak number, let assumptions harden, or turn a manageable value question into a more expensive dispute.
Need a client to get organized before value becomes a fight?
Please do not send confidential documents or detailed client information until scope, confidentiality, and engagement terms are confirmed.
Or open the quiz link directly: https://www.fairstonevaluations.com/value-quiz
For advisor referrals only. Owner inquiries should use the Book a Call button.