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Business Valuation for
Advisors

For Advisors

Strategic Valuation Support That Makes You Look Good

Whether you’re helping a client exit, plan ahead, or resolve a complex issue, your recommendation matters.

At AMP, we serve as a trusted extension of your team by delivering valuation and value growth services that are thoughtful, independent, and built to uphold your reputation.

Trusted Partners

The Professionals
Who Rely on Us

Financial Advisors

Help clients build realistic, informed plans based on what their business is actually worth. Our reports offer insight beyond the numbers.

CPAs

Add value to your clients year-round through a partnership with AMP for valuation and value growth services.

Business Brokers
& M&A Advisors

We’re your go-to partner when you need a neutral third-party to resolve value disputes or prepare a business for an eventual exit.

Insurance Agents
& Other Professionals

For estate planning, gifting strategies, or coverage updates, a credible valuation gives your recommendations added weight.

Why Advisors Choose AMP

We Strengthen Your Client Relationships

You’re putting your name on the line. We protect that trust by being reliable, responsive, and transparent in everything we do.

Our only agenda is accuracy. We don’t charge contingency fees and never skew reports to fit a narrative.

We write for real understanding so you can easily explain the report to your client, and they can act on it.

Need to talk through a situation before making an intro? We’ll take the call and help you map it out, no forms required.

Common Situations

We’ve Helped Clients
in Situations Like These

You’re not alone. These are the real challenges our clients bring to us.
We tailor every valuation to meet real-world needs—see how we support each scenario.

Valuation for Retirement or Exit Planning

Give your client a realistic picture of where they stand and what it means for their financial future.

Gifting, Estate, or Tax Planning

We deliver valuations that are legally defensible and easy to integrate into broader planning.

Buy-Sell Agreements or Disputes

Help clients avoid unnecessary conflict by starting with a credible, third-party value assessment.

Business Transitions or Partner Exits

Whether your client is buying out a partner or stepping into ownership, we help structure the valuation conversation with fairness and clarity.

Insights

Insights for Advisors

Whether you’re helping a client plan their future or navigate a complex decision, the proper valuation insight can make your guidance even stronger. These resources are built to support the way you advise, educate, and lead.

SBA SOP 50 57 4 | AMP Business Valuations

SBA Lenders

31 Oct 2025

SOP 50 57 4, Effective Nov 1 – Critical Updates SBA Lenders Should Know

New SBA guidance under SBA SOP 50 57 4, effective November 1, 2025, mandates lenders to assess the operational value of businesses in liquidation, not just collateral. This shift emphasizes obtaining independent valuations for ongoing businesses, ensuring comprehensive evaluation of recovery options and improving recovery strategies over immediate asset liquidation.

Mark Ahern

picture of town with mountain in background

Valuation

23 Jul 2024

How geographic and demographic details affect valuation 

Mark Ahern

photo of Tim Oliver

Uncategorized

20 May 2024

Preparing to Exit: How Tim Oliver Ensures Smooth Transitions

Mark Ahern

Trusted Partners

Let’s Make Your Next Referral Effortless

Your reputation and your client’s clarity matter. We’re here to support both.

Whether it’s a first-time seller, a long-time client, or someone navigating a complex business situation, we’ll deliver a valuation you can stand behind.