Every relationship starts with understanding where you stand. We provide business owners and their CPA advisors with complimentary market valuations and M&A education, no cost, no obligation.

Our complimentary valuation is available to business owners with annual revenues between $25 million and $750 million who are considering a transaction within the next 12–36 months. There is no obligation to engage Venture Capricorn for advisory services.

We work alongside CPA firms to serve their business-owner clients — providing complimentary valuations, M&A workshops, and a trusted referral channel that strengthens the CPA-client relationship. Note: Venture Capricorn no longer offers accredited CPE credits; our education programs are delivered as complimentary M&A workshops.
Complimentary M&A education workshops delivered at your office for your team and clients
No-cost business valuation and confidential consultation on transaction readiness
Seamless collaboration between Venture Capricorn and your CPA advisor throughout the process
Connect with our senior partners to discuss your strategic objectives. Every conversation begins with a non-binding, confidential assessment.