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