Checklist: Firm Valuation

Understanding what your firm is worth is only part of the equation.

The real opportunity is knowing how to improve that value and position your firm for a smooth transition when the time comes. This checklist gives you a clear, practical framework to evaluate the drivers of firm value, from financial performance and project profitability to operations, ownership structure, and long-term planning. Whether you are preparing for succession, exploring a sale, or simply building a stronger business, this resource will help you identify gaps, take action, and move forward with confidence.