Business Valuations
Certified Business Valuations
Purpose
-
Tax transactions
-
Gift and Estate
-
Tax Liens
-
-
Divorce
-
SBA Acquisition Loans
-
Bankruptcy
-
Partner Dispute
-
ESOP's
-
Buy-Sell Agreements
Calculation of Value Reports
Purpose
-
Management Consulting Purposes
-
Assisting an Owner or Broker to establish a Selling Price
-
Estate Planning
-
Divorce - Non-litigation
-
Grow your Business
-
Get a Second Opinion!
Report Details
-
Conclusion of Value - Court-defensible report where it applies all three methods of valuation
-
50-80 pages
-
In-depth analysis of the Company, industry, and economy.
Our Process
Engage
-
Discuss engagement with client
-
Agree on terms (price and turnaround time)
-
Retain
-
Sign electronic engagement letter
Prepare
-
Upload documents to a share-drive
-
Gather Company background data
-
Conduct industry and economic research
-
Management interviews
Analyze
-
Financial data
-
Assess all methods of valuation (Asset, Market, and Income approach)
-
Identify the most appropriate method
-
Conduct valuation with supporting analysis
Finalize
-
Send draft report to client
-
Finalize invoice
-
Deliver final report
Report Details
-
Calculation of Value - NOT an appraisal because the appraiser is not coming to their own "conclusion of value"
-
16-20 pages
-
Agreed upon methods of valuation, which typically include the Multiple of Discretionary Earnings Method, the Market Data Method, and Buyer's Test Method
-
Access to market comparisons within three different private transaction databases
