Business Owners armed with business valuation knowledge are better positioned to ...

Personal + Business Value = Net Worth

Valuation Videos

SIMPLE  |  COMPREHENSIVE  |  CONFIDENTIAL

Downloadable Presentation 

Funding

What's Next

Valuations for Clients of Accountants

Less than 2% of these businesses value

themselves annually.

To plan for the future of their business with a qualified succession plan


When they plan to buy a business


To prepare for taxable events such as gifting or grants

Valuation Podcasts

DATA SECURITY IS VERY IMPORTANT

Gold

Valuation Blogs

Valuations for Clients of Legal and Business Consultants

CONFIDENTIALITY AGREEMENT**

THE TOP TEN REASONS TO VALUE YOUR BUSINESS

To better understand their

business and its potential​​


When they plan to sell their business


​To know the value of their largest asset to properly plan

their retirement

Neri Cap clients include...

Togneri Capital Partners, LLC  |  49 Wisteria Way  |  Atlanta, GA  30265  |  (800) 216-4819 x702

Business Risk

​Bob Tankesley

(770) 633-1083

​Michael Togneri

(770) 328-3999

What is my business worth

Valuations for Clients of

Bankers and Lenders

Comprehensive Exit Planning

WHY BUSINESS VALUATION IS SO IMPORTANT

Comprehensive Plan to Transition Business Ownership:

Platinum

Online Valuation

All Benefits of Free Valuation +

  • 29-Page Valuation Report Delivered in one Business Day
  • Company value expressed as; Asset, Equity, Enterprise, and Liquidation Value.
  • 13 Key Performance Indicators (KPIs) compared with KPIs of similar businesses reported as; Over-performing, Under-performing, or Performing at sector averages.
  • Neri Capital will meet one-on-one to review the 29-page report and provide value building recommendations

Eric Togneri

(678) 764-1732


​​BizEquity clients include...

Bronze

Complimentary - Two Page Valuation Summary

Valuation Forms & Info

"We are 3 times more likely

​to get properly insured"

          Secure                        Ensure proper credit                 Attract and                      Sell business for           Cultivate high-impact              Pursue Growth 

        Financing                    and risk management                retain talent                     full market value                  partnerships                         initiatives

V.  Meet with Client

  • Present Work Product

VI   Other Key Advisors, as required

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

Knowing the true value of a business is critical to proper business planning and achieving

personal goals. Through our valuation process, we can help answer the questions that will help you lead your clients to make informed decisions for their future... Let us show you how!

VAL

Partners with BizEquity, the premiere online business valuation tool,

having valued 33,183,469 companies globally.

"I can help you navigate

your true net worth"

NERI VALUATOR - INNOVATION

Atlanta, GA  |  (800) 216-4819 x702

Neri Cap partners include...

Valuation White Papers

Valuations for Clients of Financial / Insurance Advisors


All Benefits of Gold Plan +

  • Written recommendations and quarterly strategies to improve business performance over the next 12-months.
  • Quarterly meetings to track progress toward value improvement objectives including complementary updated business valuation and value building plan

​​

Learn More About Business Valuation:


Neri Valuator™,  provides a cloud-based patented valuation software tool that utilizes an impressive algorithmic engine that compares your business with a data base containing 13 million other private and public businesses. The sophisticated software values 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 small and mid-size businesses.


Learn More...

Valuation Presentations

Let's Get Rolling:

  • Easy 7-Step Questionnaire
  • Complete in the Privacy of your Home or Office
  • ​Your Business Valuation is based on Current Valuations Across all Industries
  • Easy to Read Two Page Executive Summary of Valuation Findings

Why your clients should have a business valuation

Before BizEquity, the typical cost of a business valuation was $8,000.

Valuation Sample Reports

  Strictly confidential.

  No spam. Never Shared.

of businesses are undercapitalized.

Recent Valuations

Business Valuation Programs

Yet, 100 Million Businesses operate underinsured or underfinanced.

I.  Execute Confidentiality Agreement

  • Collect Quantitative and Qualitative Information
  • Identify Objectives of Client

III.   Complete Certified Valuation

IV.  Develop Work Product – State of Business Report

  • Priorities
  • Strategic Plan
  • ​Benchmarks
    Operating Metrics
    Recommendations

​Lynn Anderson

(404) 931-5103

During Buy/Sell Agreements with business partners


In order to ensure that their business and their family are properly protected


When considering funding opportunities

Over 200 Million businesses are

currently in operation globally.

SAMPLE VALUATION REPORT

Now your clients can confidently say...

"I Know What my Business is Worth"