Are You Confident in the Value of Your Business?
Your company depends on you to lead it into the future, and you depend on your company to provide for you and your family. Whether you’re transitioning your life’s work to new ownership, securing capital funding for growth, or reaching a new partnership agreement, your hard work demands a qualified, independent business valuation you literally can bank on.
What is a Business Valuation?
Business valuations are commonly referred to as business appraisals and we are well versed in valuing your business adhering to published valuation standards. A business valuation report issued by a firm with certified valuators holds credibility! Our internal valuation experts are certified by the National Association of Certified Valuators and Analysts (NACVA) with CVA and MAFF designations – the most recognized and esteemed organization in the valuation industry.
When Do You Need a Business Valuation?
Whether you are a business owner contemplating the sale of your business, raising bank capital or investor equity, pursuing a legal claim, preparing your succession or planning any array of accounting and IRS-related reporting events – you will want to obtain a valuation report that is credible and protects you against others from discrediting the valuation.
If you are facing any of these life events or at risk of possible IRS-related penalties, then we highly recommend the insight provided by a business valuation report.
Your business valuation report will:
- Inform the list price and provide the fair market value of your business if you’re selling
- Deliver the credible and reliable value of your business if buying out a shareholder
- Provide the value of your shares, as reported to the IRS, if gifting to a family or friend
- Add valuable credibility during negotiations or legal proceedings
In some instances, you may choose to provide the valuation report to your counterparty to further strengthen the reliability of the valuation and remove barriers. In other cases, you may be required to disclose the valuation report as required by the IRS when gifting shares or purchasing a business.
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. Our certified internal experts have over 20 years’ experience, and 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
There’s no such thing as a free or complimentary valuation – the only thing free is an opinion – your business and especially the sale of your life’s work is too valuable to leave it to some half-assed swag or country club valuation.
Download Our Sample Valuation Report
Our easy-to-understand, professional reports adhere to NACVA standards, which empower our clients to move forward with confidence.
Which Valuation Report is Right for You?
Informational Valuation Reports are less time-intensive to produce and more affordable. 20+ pages, includes valuation summary based on market and asset approaches. Market approach includes sales and SDE multiples. these reports provide valuable insight to establish a market price, support exit planning or internal business planning. This report is best suited for individuals who don’t need a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts of our valuation team.
Common Uses:
- Buying a business
- Selling a business
- Partner buy-in/buy-outs
- Succession and Exit planning
The Standard Valuation Report is 35+ pages; includes everything in the IVR plus EBITDA multiples, capitalization of cash flow method, multi-stage growth method, financials and industry benchmarking ratios. Required data and complete financials are captured in our bank-grade portal. Also includes assurance services such as SIC/NAICS code validation, owner’s compensation analysis, state tax verification and financials confidence check.
Our Certified Valuation Reports include in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value. The CVR report is best for when you expect greater scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation. This report takes approximately 4 weeks.
Common Uses:
- Selling Your Business
- Buying a Business
- Gift / estate planning
- Employee benefit plans
- Litigation or Dispute resolution
- Bank loans
- Divorces
Quality of Earnings (QoE) report provide a value-added way to estimate the future performance of a business to support the due diligence phase of an acquisition. The QoE is an assessment of a company’s earnings removing distortions introduced by accounting methods to more accurately reflect its operational efficiency. QoE includes a careful analysis of historical revenues and expenses, sales and major customer concentrations and expense add-backs. All reports are prepared by our team of NACVA-certified Master Analysts in Financial Forensics (MAFF) and takes approximately 6 weeks.
Start the Process with a Free Consultation
Your engagement begins with a free consultation to discuss your valuation needs. You’ll engage directly with our team and will experience an organized and secure data collection process when you choose to move forward.
