Business Valuation
Buying or Selling a Business? You Need a Valuation
With a business valuation, you can move forward with important transactions and enter into negotiations with ensured reliability, reduced financial risk, and unparalleled confidence. Through our strategic alliance with our affiliate partner with over 20 years’ experience, we’ll help position your business for the most favorable outcome in the following areas:
- Mergers and Acquisitions
- Sales and Divestitures
- Buy/Sell Agreements
- Share Redemptions
- Business Planning
- Retirement/Succession Planning
- Employee Benefit Plans
Which Valuation Report is Right for You?
Business valuation reports serve various purposes, and we provide two distinct types of reports to cater to different needs. Our complimentary Informational Valuations, also known as Broker Opinion of Value Reports, are designed to give you a clear idea of your business’s value if you’re considering listing it on the open market. On the other hand, our Certified Valuations are more commonly utilized for specific scenarios such as gift or estate planning, managing employee benefit plans, addressing litigation needs, resolving partner disputes, securing bank loans, and navigating through divorces. Each type of report is tailored to offer the most relevant and accurate assessment for your unique situation.
BOOV
Broker Opinion of ValueCommon Uses: Selling/Buying a Business
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1 Page
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2 Days Turnaround
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1M+ in Revenue
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Financial Statement Review
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Owner's interview
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SDE Multiple
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Adjusted Financials
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Valuation summary
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Adherence to NACVA Standards
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Adherence to USPAP Standards
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Economy & Industry Overview
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Financial statement analysis
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Industry benchmarking
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Valuation Overview
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Multi-stage growth method
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Sales, SDE, & EBITDA Multiples
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List of Comparable Transactions
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Discount Rate & Explanation
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SIC / NAICS code validation
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State tax verification
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Certified appraiser
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Review with certified appraiser
Essentials
Non-Certified ReportsCommon Uses: Partner buy-in/buy-out, Exit Planning
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35+ Page
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5 Days Turnaround
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Less than 2M in Revenue
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Financial Statement Review
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Owner's interview
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SDE Multiple
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SIC / NAICS code validation
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Valuation summary
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Asset Approach
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Adjusted Financials
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Owner's compensation analysis
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Sales, SDE, & EBITDA Multiples
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List of Comparable Transactions
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State tax verification
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Capitalization of earnings method
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Multi-stage growth method
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Adherence to NACVA Standards
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Adherence to USPAP Standards
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Economy & Industry Overview
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Financial statement analysis
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Industry benchmarking
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Valuation Overview
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Discount Rate & Explanation
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Certified appraiser
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Review with certified appraiser
Comprehensive
CertifiedGift/estate planning, Employee benefit plans, Litigation, Partner dispute resolution, Bank loans, Divorces
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100+ Page
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6 Weeks. Rush turnaround is available for an additional fee.
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Up to 5M in Revenue (call additional revenue pricing)
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Financial Statement Review
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Owner's interview
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SDE Multiple
-
SIC / NAICS code validation
-
Valuation summary
-
Asset Approach
-
Adjusted Financials
-
Owner's compensation analysis
-
Sales, SDE, & EBITDA Multiples
-
List of Comparable Transactions
-
State tax verification
-
Capitalization of earnings method
-
Multi-stage growth method
-
Adherence to NACVA Standards
-
Adherence to USPAP Standards
-
Economy & Industry Overview
-
Financial statement analysis
-
Industry benchmarking
-
Valuation Overview
-
Discount Rate & Explanation
-
Certified appraiser
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Review with certified appraiser