Business Valuation Services
Business Valuation Services | Built for Clearer Financial Insight
United Alliances supports business valuation workflows by organizing financial records, reviewing historical performance, preparing valuation-ready reports, normalizing earnings data, and supporting analysis for sales, acquisitions, succession planning, or strategic decisions.
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
Historical Financial Analysis
Earnings Normalization Support
DCF Modeling Support
Market Multiple Benchmarking
Asset-Based Valuation Support
Industry Risk Review
Comparable Transaction Analysis
Forecast & Projection Review
Owner Benefit Analysis
Investor-Ready Valuation Reports
M&A Due Diligence Support
Buy-Side / Sell-Side Support
Value Driver Identification
Intangible Asset Review
Partnership Buyout Valuation Support
Capital Raising Data Support
Scenario-Based Valuation Modeling
Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +
How It Works
A structured, repeatable workflow your VA follows every time.
Financial Data Collection
We gather historical financials, tax records, revenue details, expenses, assets, liabilities, and operational data needed for valuation analysis.
Earnings Normalization
Your valuation support team reviews non-recurring expenses, owner benefits, adjustments, and financial patterns to prepare cleaner valuation inputs.
Valuation Model Support
We support DCF analysis, market multiples, asset-based valuation inputs, comparable data, and scenario-based valuation modeling.
Valuation Report Preparation
Your financial data, assumptions, valuation inputs, and supporting schedules are organized into a clear report for leadership, investors, buyers, or advisors.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Productive Hours Logged
Structured work hours delivered and tracked
Clients Supported
Businesses and professional teams served
PLATFORM UPTIME
Reliable systems and workflow continuity
Work Transparency
Clear task tracking, updates, and visibility
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
ADP
Bill.com
CCH Axcess
Drake Tax
Gusto
Intuit ProSeries Tax
Intuit QuickBooks
XeroLower Financial Operations Costs
Save Up to 60% on Accounting Operations
Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.
Local In-House Accountant
$65,000+Salary + Taxes + Benefits + Training
UA Accounting Specialist
$22,500Dedicated Accounting Operations Support
Annual Operational Savings
$42,500+What our clients are saying
Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.
Frequently Asked Questions
common questions about this service — answered.
A valuation helps you understand your company’s financial position before important decisions like selling, raising capital, acquiring another business, partner buyouts, succession planning, or investor discussions.
Turnaround depends on the size of the business, available financial records, valuation scope, and complexity of the analysis. Once complete records are available, the workflow can move much faster.
Yes. We help prepare organized financial data, valuation inputs, supporting schedules, and report-ready analysis that can be reviewed by leadership, investors, buyers, or advisors.
Yes. We support valuation-ready financial preparation, buyer-side documentation, due diligence support, normalized earnings analysis, and report inputs that help your advisory team during a sale process.
We support DCF modeling, market multiple benchmarking, comparable transaction analysis, asset-based valuation inputs, earnings normalization, and scenario-based valuation modeling.
Common documents include financial statements, tax returns, revenue details, expense records, asset and liability schedules, payroll records, owner benefit details, and operational data.
Yes. We help organize financial records, historical performance data, normalized earnings schedules, reporting inputs, and supporting documentation for due diligence review.
No. Business valuation support is also useful for growth planning, capital raising, partnership changes, succession planning, investor discussions, and internal strategic decisions.