Certified Business Valuations 

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Purpose

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• Tax transactions

  • Gift and Estate​

  • Tax Liens

• Divorce​

• SBA Acquisition Loans

• Bankruptcy

• Partner Dispute

• ESOP's

• Buy-Sell Agreements

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Calculation of Value Reports

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Purpose

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• 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

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• ​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

1. Discuss engagement with client

2. Agree on terms (price and turnaround time)

3. Retain

4. Sign electronic engagement letter

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Prepare

1. Upload documents to a share-drive

2. Gather Company background data

3. Conduct industry and economic research

4. Management interviews

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Analyze

1. Financial data

2. Assess all methods of valuation (Asset, Market, and Income approach)

3. Identify the most appropriate method

4.  Conduct valuation with supporting analysis

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Finalize

1. Send draft report to client

2. Finalize invoice

3. Deliver final report 

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Report Details

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• 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

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