Strategic Valuation Services
Know your agency's true market value
At Palmer, we find the value that others miss. Most M&A firms rely on standard accounting but we know that your agency is more than just a P&L. By combining a high-touch, boutique approach with the elite expertise of a team that valued 200+ companies in 2025 alone, we deliver realistic, data-driven reports that ensure total market alignment. We don’t just calculate EBITDA—we uncover your True Value by analyzing the people, proprietary processes, and recurring revenue that drive actual buyer demand. This proprietary lens allows us to determine your precise Go-To-Market Value
Valuation Process
A data-driven path to discoveringyour market value
We leverage our specialized knowledge of Marketing Services to break down the complex task of valuing an agency into three distinct phases.
Discovery & Documentation
What happens
We connect via Zoom to learn the intricacies of your agency and, once the Valuation Agreement is signed, we hold a deep-dive kickoff call.
The Goal
Establishing a complete understanding of your business to ensure our analysis is rooted in your specific reality.
Deep-Dive Analysis
What happens
Our seasoned specialists perform a qualitative analysis on non-tangible assets—like team and revenue structure—alongside a rigorous quantitative audit of your financials.
The Goal
Utilizing market data and M&A consulting to determine performance metrics and overall value on a go-forward basis.
Review & Strategy
What happens
We schedule a formal review to present our findings and provide you with a comprehensive scorecard for your records.
The Goal
Performing a final "pulse check" to determine the next steps, whether you are scaling further or ready to go to market.
Pre-Valuation Checklist
Ready to see your agency's worth?
Starting your valuation is easy. To launch our deep-dive analysis, we just need three years of P&Ls, a trailing 12-month profit and loss statement, and your current year projections. If you are missing specific details or need expert guidance modeling future projections, our team is here to guide you through the process and ensure your reports are rooted in your agency’s true reality.
- 3 Years of P&Ls
- Trailing 12-Month P&L
- jCurrent Year Projections
Precision in process. Power in results.
We streamline the complexities of financial analysis and negotiation into a high-touch, elite experience. Backed by an 87% close rate and $10B+ in transaction experience, we provide the definitive expertise required to secure you a smooth and successful transaction.