I.  Execute Confidentiality Agreement with Togneri

    Capital Partners, LLC**
II. Meet with Client

  • Collect Quantitative and Qualitative Information
  • Identify Objectives of Clien

III.   Certified Valuation
IV.  Develop Work Product – State of Business Report

  • Priorities
  • Certified Valuation
  • Strategic Plan

What is your Business Worth??.

An Investment Bank and Advisory Firm

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC**.  Client will provide Neri Capital their Profit and Lost Statements and Balance Sheets (financial information) for the previous three complete years, plus Actual/Projected financial information for current year.  A Neri Capital advisor will review financial data, ask questions of Owner, enter data into the valuation software.  In addition to the 29 page report,  a Neri Capital advisor will review with Client the document described in Silver level. Further, Neri Capital advisor will present Neri Capital's independent report containing written recommendations and strategies to improve business performance over the next 12-months. At the 1st anniversary date of the Client’s business valuation, Neri Capital will provide a complementary updated business valuation. 

Begin your Company's Valuation Now

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC.** (Optional, but recommended.  Client is given access to Neri Capital's valuation software, and client keyboards their own financial data into software. The Client will received the value of their business expressed as EQUITY VALUE.   Neri Capital will answer your questions by email or telephone. 

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To Begin Your Complimentary Valuation

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC.**.  Client will provide Neri Capital their Profit and Lost Statements and Balance Sheets (financial information) for the previous 3 complete years, plus actual/projected financial information for current year.  A Neri Capital advisor will review financial data, ask questions of Owner, enter data into the valuation software.  When the valuation is completed, a Neri Capital Advisor will meet with Client to review the 29-page report as describe in Silver level, and make verbal recommendation as to areas to improve the business.

Recent Valuations

What is your business Worth?

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC.**  Client will provide Neri Capital their Profit and Lost Statements and Balance Sheets (financial information) for the previous 3 complete years, plus the actual/projected financial information for current year.  A Neri Capital advisor will review financial data, ask questions of owner, enter data into the valuation software, and provide Client with a 29-page report.  The report will contain the company's value  expressed as; ASSET VALUE, EQUITY VALUE, ENTERPRISE VALUE AND LIQUIDATION VALUE. Also, in the report... a 13-key-metrics from the client's business will be compared with key-metrics from businesses with the same NACIS Code. Each key metrics will be shown as; Overperforming, Underperforming, or Performing at sector averages as compared with like businesses.

Sample Valuation Report

Atlanta, Georgia

Premium


Office:  (800) 216-4819

Neri Valuater    An innovative approach

Top Ten Reasons to Value your business

Exit Planning - Transitioning Client's Business to the next Generation of Ownership

Data Security is very important

Neri Valuator™, a cloud-based patented valuation software tool that utilizes impressive algorithmic engine that compares your business with a data base containing 13 million other private and public businesses. This sophisticated software values your businesses through its proprietary and patented algorithm, taking into count 143 data points that are continually updated, as well as over 200 million data elements pertaining to micro-cap and lower mid-market businesses. The current and accurate data in combination with a patented algorithm generates your valuation, “Market Accurate™”


Amazingly, 75% of the 28 million small businesses in the United States do not know the value of their business.  We believe knowing the market value of your business is critical in developing long-term business strategy, and if appropriate, exit planning.  To learn more and get your free valuation.......​

Neri Valuater.... Market Accurate  

Platinum


"We Deliver...Transparency, Independence, & Accountability... to our Clients

Since 2006

confidentiality agreement

Gold


Bronze

Complimentary

Neri Capital Partners

  • Benchmarks
  • Operating Metrics
  • Recommendations

V.  Meet with Client

  • Present Work Product

VI   Other Key Advisors, as required

  • Tax and Legal Assessment
  • Estate Planning
  • Insurance Coverage Assessment
  • Wealth Manager

Description of Neri Capital Partners' Business Valuation Services

PROVIDING TRANSACTIONAL EXPERTISE FOR

​MICRO-CAP AND LOWER MID-MARKET BUSINESSES


Silver