a partnership with
You Know Your Business.
Do You Know What It's Worth?
Most owners guess. Falcon Wealth Planning has partnered with The Advisory Investment Bank to give clients a professionally prepared valuation — the kind buyers and investment banks actually use — at no cost.
What a professional valuation usually costs
Through Falcon’s partnership with The Advisory Investment Bank
Get Your Free Valuation
Reach out directly and a Falcon Advisor will walk you through setup — no cost, no obligation.
The offer, plainly
A business valuation from an investment bank typically costs tens of thousands of dollars. Through our partnership with The Advisory — an M&A firm focused on essential services and founder-led businesses — Falcon clients get one for free, with no obligation to act on it.
A real estimate, not a guess.
The Advisory maintains detailed profiles on thousands of private equity firms and strategic acquirers actively investing in essential service industries.
Grounded in current market data, not a generic multiple.
No cost, no obligation, no sales pitch — even if selling isn’t on your radar, the number shapes how you think about your financial picture and eventual succession.
Mention it to your Falcon Advisor, or email
Falcon Wealth Planning is a fee-only, fiduciary Registered Investment Advisor. Business valuation sits outside what we do directly — it’s a specialized, investment-banking function — so we partnered with an established firm that specializes in this service.
Frequently asked questions
Falcon clients can receive a professional business valuation at no cost through Falcon’s partnership with The Advisory Investment Bank, an M&A firm specializing in essential services businesses.
No. The valuation is free with no cost, no obligation, and no pressure to act on the results.
The Advisory Investment Bank, an M&A firm that works with founder-led businesses, generally in the $2–100M annual revenue range with at least 5 years of operating history.
A comprehensive, professional valuation typically costs tens of thousands of dollars. Falcon clients receive one at no cost through this partnership.
Knowing your business’s current value informs succession planning, estate planning, and your overall financial picture — even with no near-term plan to sell.
Falcon is a fee-only fiduciary. Business valuation is a specialized investment-banking function outside Falcon’s direct services, so Falcon partnered with a firm focused specifically on essential-services M&A to fill that gap for clients.
Mention it to your Falcon Advisor, or email theadvisoryIB@falconwp.com. Falcon can set it up on your behalf.
M&A advisory focused on essential services and founder-led businesses
No cost, no obligation, no sales pitch
Most owners have never had this number evaluated by anyone qualified to know it.
Talk to your Falcon Advisor to explore a professional valuation for your business
Business valuation services are provided by third-party partner, The Advisory Investment Bank, not Falcon Wealth Planning, LLC. Valuations are offered at no additional cost to eligible clients, subject to program terms and qualification criteria. Falcon Wealth Planning does not provide legal or estate drafting services; estate planning discussions are for general wealth coordination purposes and should be reviewed with a qualified estate attorney
