Callum Advisors provides independent, defensible business valuations for privately held companies across Indiana and the Midwest. Grounded in financial rigor and real operational experience.
Comprehensive fair market value opinions for small to mid-size privately held companies. Defensible, documented, and delivered clearly — whether for a sale, estate, or planning purpose.
Understand your business's value before you need to sell it. We help owners identify value drivers, address gaps, and position the business for maximum proceeds at exit.
Lender-ready valuation reports prepared for SBA loan transactions, partner buyouts, and bank financing. Clear, compliant, and delivered on your timeline.
IRS-compliant valuations for estate planning, gifting programs, and family business transitions. Prepared to withstand scrutiny from tax authorities and legal counsel.
Independent valuation opinions for shareholder disputes, divorce proceedings, and legal matters requiring a defensible, expert-supported conclusion of value.
Guidance for buyers and sellers navigating acquisitions of privately held businesses. Know what you're buying — and what you're worth — before you negotiate.
Most valuators understand spreadsheets. We understand businesses. There's a difference — and it shows in the quality of the analysis.
Over a decade running manufacturing operations means we understand working capital cycles, inventory dynamics, equipment utilization, and labor constraints — not just line items on a P&L.
22 years in logistics and supply chain leadership — including as a Flight Chief in the U.S. Air Force — brings operational discipline and systems thinking to every engagement.
MBA with a concentration in Finance, including dedicated coursework in business valuation methodology. The technical foundation is solid.
You'll understand your valuation report. We communicate conclusions clearly — to you, your banker, your attorney, or a buyer across the table.
"Most business owners only go through a valuation once or twice in a lifetime. We make sure they're not going through it alone."
Callum Advisors exists because privately held business owners deserve the same quality of financial insight that larger companies take for granted — delivered in plain language, by someone who understands how businesses actually operate.
The background here is unusual for a valuation practice: over a decade in manufacturing leadership, 22 years in logistics and operations, and graduate-level training in finance and valuation methodology. That combination means the analysis goes deeper than the numbers on the page.
Callum Advisors is based in Logansport, Indiana and serves privately held companies throughout Indiana and the Midwest — with particular depth in manufacturing, distribution, and industrial businesses.
We discuss your situation, the purpose of the valuation, and what you need. No obligation. We'll tell you upfront if we're the right fit.
We provide a clear checklist of what we need — typically three to five years of financials plus supporting operational data. We make this straightforward.
We apply the appropriate valuation methodology — income, market, or asset approach — and develop a well-supported conclusion of value.
You receive a complete written report and a personal debrief so you fully understand the findings, the methodology, and what it means for your situation.
Whether you're planning an exit, need financing, or simply want to know what you've built — reach out and we'll have a straightforward conversation about whether a valuation makes sense for you.