Let's Get Your Financial Future Even More Secure

Our family business valuation experts do exactly that!

Why You Need a Business Valuation

Don't make future plans based on guesses - know your true market value.

A Meridian Precision Business Valuation is your greatest tool for future growth planning, benchmarking progress, estate planning, share-gifting, tax advantages, buying and selling, diversifying, acting on new opportunities, and more. Learn how to make your business worth even more than you thought it could be. Know the REAL value with a business valuation from Meridian.

Schedule Your Confidential Call

Your Valuation is the Most Important Factor in Buying, Selling, or Estate Transfers

What Makes a Meridian Precision Valuation Different?

You walk away with 3 things you can do to make your business even MORE valuable (nobody else does this!)
30+ years of experience with family businesses
One of the largest financial databases nationwide
Unmatched accuracy
Proprietary process that saves you money
Meridian Precision Valuations are readily accepted by the IRS
Total confidentiality – your numbers are never in other reports

Ryan McDaniel

Duncan Oil, a family business for over 60 years

Meridian is a leading company in our space for valuations. We have worked with Ken on every company purchase and found his knowledge, expertise, and patience invaluable. Personally, the integrity piece is the most important to myself and they have it at Meridian.



Schedule a Call

Frequently Asked Questions About Valuations

Do I need a valuation?

If you are thinking about buying, selling, merging, estate planning, gifting shares, investment strategy, or tax advantages/consequences, then you NEED a precision valuation from family business experts.

Can I REALLY sell for top dollar?

Whether buying or selling, Meridian can help find your perfect match, while maintaining confidentiality. A Meridian valuation will give you the negotiating power you need to get the best deal for your family business.

What does the process look like?

Once we have your signed agreement, payment, and documents, we’ll start reviewing your finances. Next, we’ll meet with you to understand your business trends. After completing our analysis, we’ll prepare the final report, and we will set up a call (debrief) to discuss any questions you have about the valuation.

How long does it take?

The typical turnaround time is no more than 6 weeks, though this can vary based on our current pipeline. If you require expedited service, please let us know. For the most up-to-date completion estimates, please contact us directly.

Who needs to be involved?

You (the owner) and potentially your trusted financial professional (CFO, controller, or CPA), or anyone else you wish to involve in the process.

What do I need to provide you?

To begin, we require the latest 3 years of income statements and balance sheets. Since every family business is unique, additional information may be necessary once we understand more about your business.

Schedule Time with a Valuation Specialist to Discuss Your Unique Business & Situation Now

Contact Our Office

510 S. Bowie Drive
Weatherford, TX 76086

Email: info@askmeridian.com

Phone:
800-728-9005
817-594-0546

Nobody Knows Family Business like Meridian

If you are gifting shares, doing estate planning, thinking about buying/selling, or growth planning for the future,
you need a Precision Valuation from a company that KNOWS family business. You wouldn’t ask your CPA to appraise your house, you want a real estate expert. Your family business is the same. You want the family business experts.

At Meridian, we know family business. With our 30+ years of experience working with multi-generational
family businesses, and the largest family business database nationwide, our accuracy is unmatched by other firms.