THE ALTRUISTIC BUSINESS BASELINE
Is the Business Baseline right for you?
The Business Baseline is designed for established business owners who want an objective understanding of the company they've built—and enough time to act on what they learn.
A strong fit
• Your business is established.
You've moved beyond the startup stage and have meaningful operating history.
• The business matters to your financial future.
A meaningful portion of your wealth or future financial independence is tied to the company.
• You want to understand what it's worth.
Not because you necessarily want to sell, but because you want to make better decisions.
• You're thinking beyond next quarter.
You're considering your future role, succession, independence, growth, liquidity, or an eventual transition.
• You're willing to do the work.
You'll provide thoughtful answers, financial information, and the documentation required for a meaningful analysis.
Probably not the right fit
• You're looking for a five-minute online valuation.
• Your business is still pre-revenue or very early stage.
• You need a certified appraisal for tax, legal, financing, litigation, or other formal purposes.
• You're already actively selling and primarily need a broker or transaction advisor.
• You're not prepared to provide financial and operational information required for a proper review.
WHAT'S INCLUDED
Altruistic Business Baseline
One fixed engagement. One clear starting point.
Owner Outcomes
Define what you want the business to ultimately make possible.
Business Valuation
Establish a current planning value.
Business Health Check
Assess the strength, independence, risk, and transferability of the company.
Value & Readiness Gaps
Understand the distance between today and your desired future.
Findings & Priorities
Identify the risks, opportunities, and Value Improvement Priorities that deserve attention first.
Findings Meeting
Meet with an Altruistic Advisor after the analysis is complete to review your findings, discuss what they mean, and determine what deserves attention next.
WHAT TO EXPECT
A few hours of your time. A much clearer picture of your business.
The Business Baseline is designed to be thorough without becoming another project you have to manage.
Most owners should plan to spend approximately 3–5 hours completing the Altruistic toolkit and gathering the requested information.
You'll work through:
Owner Outcomes –– your goals, priorities, and future plans
Business Valuation –– financial information and normalization inputs
Business Health Check –– an objective look at the company beyond the numbers
Supporting Documentation –– the financial and business records needed to support analysis
You don't have to do it all at once.
Work through the toolkit at your own pace. Once everything is completed and submitted, Altruistic takes it from there.
$3,500
One-time engagement
No subscription.
No long-term commitment.
No requirement to engage Altruistic afterward.
Have a question before getting started? Ask Altruistic →
Build the value. Reduce the risk. Create options.
© 2026 Altruistic Advisors- All Rights Reserved.
(470) 531-2703