Business Valuations

A Business Valuation is one of the most powerful management tools a business can invest in. Every business is unique and has its own brand value. To determine the true worth of your business an Independent Business Valuation is required for a multitude of scenarios. Our Business Appraisers and Analysts utilize state of the art methods and technologies to accurately value your business enterprise as a whole. We analyze every facet of your business from hard assets to revenue streams. You will make fully informed decisions for your business with full confidence knowing the strengths and weaknesses within your organization.

Factors that Affect Value

Business Valuations are not an exact science. Our appraisers and analysts include the necessary documentation and follow the standards required for compliance with the IRS, IRA, SBA and other government agencies. Independent Analysis is required to determine the accurate value of each unique business. These valuations are challenging to complete due to the numerous factors that we must weigh in each report. Our Certified Appraisers and Analysts have the proven experience necessary to provide timely and accurate Business Valuations.

Businessman working with using a calculator to calculate the numbers. Finance accounting concept

Some factors we consider:

Financial Information

Being able to project a company’s future can make or break a potential partnership or sale. It is important to add weight to general projections with research

Management Contribution

Many times the value of the business would be negatively impacted if principle participation was no longer a part of the business picture. Alternatively, if

Performance

Being able to explain performance declines or fluctuation can be a valuable tool in a multitude of situations including: Selling a business, Partnership

Hard Assets

Machinery and Equipment are frequently undervalued in other reports. We do not utilize the Book Value on your balance sheet or Depreciation Schedule to set the

Facility Condition

A busy well-organized business with clean and well-maintained equipment increases value. That value is decreased when a facility is unorganized, dirty and

Additional Factors Considered

Capabilities, Future Prospects, Historical Cash Flow, Earning Capacity, Market Share, Product Life Cycles and Distribution.

Information and Documentation

To accurately determine the value of any business entity we need to clearly understand your business model. We will ask a variety of questions about your internal and external operations, the type of systems you have in place, the efficiency of those systems and future system plans. In addition, we will need to speak with key members of management, inspect your facilities, machinery and equipment, as well as, receive copies of certain documentation. Having quick access to all requested information will aid in the speed of delivering your completed business appraisal. We will work in partnership with your business to make these steps as easy as possible to avoid any interruption in your day-to-day activities.

Documentation you may be asked to provide:

Financial Statements

Full sets of financial statements for the five most recently completed accounting years as well as the current year. Each financial statement should include:

Related Party Activities

Copies of any loans, leases or other agreements between the business and any person or entity which is a principle or shareholder of the business.

Other Appraisals

Copies of any other appraisals of the business or its assets.

Ownership Agreements

Copies of any agreements among or between the owners and shareholders of the business, or between owners and shareholders and non-owners or

Operating Agreements

Copies of any operating agreements. This could include franchise or licensing agreements, leases of buildings and equipment, loan agreements that contain

Aging Reports on Receivables and Payables

This should be the records with the closest date prior to the appraisal date.

Non-operation Assets

A schedule of nonoperation assets. These are not assets in disrepair or malfunction. These are the assets owned by the business which are not necessary to its

Conflicts

An explanation, including any documentation available of any current or pending conflicts. This could include litigation, licensure, regulatory compliance

Intellectual Assets

An explanation of intangible assets owned by the business, any intellectual assets such as patents or copyrights. Copies of patent or copyright registration, the

Business Finance, accounting, contract, advisor investment consulting marketing plan for the company with using tablet and computer technology in analysis.

1031 Exchanges
Allocation of Purchase Price
Bankruptcy
Buy Sell Agreements
Cost Segregation
Divorce
Economic Damages
Eminent Domain
Employee Stock Ownership Plans
Estate Planning
Financing
Foreclosures
Franchise Evaluation

Franchise Valuation
Gifting Programs
Liquidation
Litigation and Disputes
Loss of Profits
Mergers & Acquisitions
Partnership Dissolution
Reorganization
Sarbains/Oxley
Succession Planning
Taxation Issues
Trust Agreements