We’ve taken on companies of all sizes, ranging from $50K in value to $25M and up.

We can complete a valuation with just one year of financial data. However, providing more information helps create a more accurate and comprehensive assessment. Ideally, you can share your Profit & Loss (P&L) statement for the trailing 12 months or the most recent full year. If those aren't available, we can also work with your tax returns.

At Baton, we use a combination of proven methods to determine the value of your business, including cash flow multiples, discounted cash flow (DCF) analysis, and sales comparisons. We also incorporate information and insights from your answers during the sign-up process. This personalized assessment helps us highlight your business’s strengths, reflecting both its current performance and future potential for a well-rounded valuation.

Your business’s valuation and the 1:1 meeting with our team to review results are always free (it’s part of our mission!).

For our Lite contract, the terms are a 1-month exclusive commitment, with a $500 monthly retainer fee and a 6% success fee at closing. After the first month, the contract continues on a month-to-month basis, giving you flexibility as you move forward.

For our Pro contract, the terms are a 1-month minimum exclusive commitment, with a $1,000 monthly retainer fee and a 6% success fee at closing. After the initial two months, the contract also goes month-to-month, ensuring you only continue with us as long as it works for you.

For our Premium contract, the terms are a 3-month minimum exclusive commitment, with a $2,000 monthly retainer fee and a success fee due at closing that depends on the size of your business (we use a Double Lehman pricing structure). After the initial three months, the contract also goes month-to-month, ensuring you only continue with us exclusively as long as it works for you.

For example, under the Pro contract, if your business sells for $1 million in 3 months, the total success fee would be $60,000. Subtracting the $3,000 already paid in retainer fees you’d owe $57,000 at closing.

All three options are tailored to provide transparency and flexibility to fit your business goals.

Our current time to close is 5.5 months with nearly a 70% close rate. If we don’t close within the minimum commitment period (1 month for Lite or 2 months for Pro), you can continue on a month-to-month basis for the same monthly fee. We make our success fee only when we sell your business, which is why we are so committed to doing so! The monthly retainers are designed to cover the costs of marketing, outreach, and buyer engagement to maximize your chances of a successful sale. They are not refundable, but they ensure we can invest the necessary resources into selling your business effectively.

If you're on our LITE plan, the agreement is exclusive unless you’ve purchased a non-exclusivity rider add on. The rider would allow you to sell to a buyer you’re already speaking with—and Baton would not charge a commission for that transaction. However, if you engage Baton’s expert advisors to negotiate or finalize the sale on our platform or if Baton introduces the buyer, a 6% commission will apply.

If you're on our PRO plan, the 6% commission applies as Baton will be actively involved in guiding the entire selling process from start to finish.

That said, most business owners find that working with us—even when they already have a potential buyer—leads to the best outcome. We leverage our network and expertise to create competition, often securing offers that exceed initial expectations.