Institutional-Grade Modeling For Your Middle-Market Clients

Impetus partners with CPAs and attorneys to deliver defensible, investment banking caliber valuation reports and sale preparation. Equip your firm with best-in-class modeling that’s faster and more accessible than traditional advisors

Request Sample Valuation

White-label modeling that keeps you at the center of the client relationship

Our valuation and sale materials rely on methods sophisticated buyers expect to see:

Discounted cash flow analysis
Transaction and public comparables
Leveraged buyout analysis

Impetus operates strictly on a flat-fee basis. Our valuation modeling is entirely decoupled from deal closure or transaction size

Our Partnership Safeguards

We operate under strict operational boundaries designed specifically to respect and insulate the primary advisor relationship

100% White-Label

All financial models and valuation reports are structured to bear your firm's custom branding. We act strictly as an extension of your team

Flat, Predictable Fees

We charge clear, fixed fees. Our compensation is entirely decoupled from deal closure or transactional size, removing internal conflicts

Rigorous QA

Every deliverable undergoes rigorous internal audit before delivery. You receive a process-ready asset that your clients can depend on

Experience on multinational transactions with $20B corporates, now working for your middle-market clients

Partner Successes

Sale of Professional Services Company to Strategic

Scope Optimize company positioning and financial narrative
Objective Position for premium valuation and strategic fit
Outcome ~2x Incremental Adj. EBITDA turns versus original valuation

Sale of Chocolate and Confections Producer to PE

Scope Convey premium brand heritage and future growth roadmap
Objective Position for premium valuation and generate buyer interest
Outcome ~3x Incremental Adj. EBITDA turns versus original valuation

Sale of Automotive Components Distributor to PE

Scope Develop key value drivers, financial story and growth levers
Objective Position for premium valuation with competitor
Outcome ~1.2x Enterprise Value versus original valuation

Our Services

Business Valuation

Equip your firm to deliver defensible client valuations before buyers control the narrative
Confidential Info Memos

White-label marketing collateral designed to get sophisticated institutional buyers to the table
Advisory Consulting

Hourly access to an investment banker for transaction questions, deal review, or exit planning conversations