Do you know what your business is worth?  It’s an important tool for business planning at all stages.  There are decisions you simply cannot make without knowing the value of your business.

​Valuing a business can be a complex and difficult process.   It is critical to determine the purpose of the business valuation as there are different approaches and concepts that can be appropriate and the purpose can shape the choices and methods used.  We look at your business’ fundamentals, recent history, competition, current market, and products, vendor relationships, clients along with your employees to uncover all of the value drivers on your business.

​You’ll have the peace of mind knowing that you had an independent party determine the value of your business and that you are not leaving any money on the table if and when you decide to sell.  In addition to understand your current value, we can also help you understand what characteristics are helping to drive up your business’ value and which characteristics are weighing down your business’ value.
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​Let us help you determine what makes your business valuable.

Business Valuations are one of the most underutilized tools for business owners. It is a common belief that the only need for a business valuation is when you are preparing to sell. Although it may be the most popular, it is hardly the only reason. Legal matters, financial planning, business monitoring, financing, and tax issues are all reasons why a business owner may need to seek a business valuation. Depending on the purpose and size we offer multiple levels of reports.
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Available Valuation Service Levels:
 
Market analysis:  Based on 3 years of financial data, industry data and a propriety computer model.  Used for purposes such as setting a selling price and establishing a current market value for risk evaluation and insurance needs.  This is not appropriate if documentation is needed for gifting, litigation or tax and IRS needs.
 
Short form appraisal:  Our most common valuation report and available for all size businesses.  Going beyond the computer based model to uncover added factors and/or detractors of value, this will provide needed information for most business planning needs and support for creating a valuation for selling to an insider and other purposes except for documentation needed for gifting, litigation or tax and the IRS.
 
Full appraisal:  This comprehensive report is used most often by entities of greater size (from 3 to 100 million in revenue) and/or when needing documentation for gifting, litigation or tax and IRS needs.

Sample Market Analysis Report

​​​Common reasons:

• Looking to sell the business
• Buy-sell agreements
• Obtaining bank financing
• Gifting & estate planning
• Partnership resolution

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• Charitable contributions
• Mergers and acquisitions
• Litigation services
• Settlements in divorce *
• Establlishing an ESOP *

                         * services provided by strategic partners

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Valuation Services Can Serve A Variety of Business Planning Needs

Selling your business, Mergers and Acquisitions
We work with companies from the buy and sell side, assisting with complex merger issues such as valuation, transaction structuring, accounting and taxation.

Business Succession Planning
Two critical questions; when can I retire as a business owner and what happens to my company? We not only help you determine the value of your company but we also offer resources to best assist succession strategies to optimize the value of your business, determine the best exit strategy and structure the transaction to maximize your benefits.
 
Shareholder/Partner and Buy-Sells Agreements
This story has been told many times. A group of talented individuals start a business. Initially they contribute different assets to the company for their share of ownership. The company grows and becomes successful. Unfortunately, what also grows is dissention between the partners. Some shareholders or partners have the foresight to structure a clear, concise buy-sell document at the start of their business. Others do not. We offer valuation services in these situations and where practical, offer recommendations for an equitable solution.
 
Estate or Gift Tax Planning
Valuations are required in estates and gift planning. In some cases fractional interests are conveyed through gifting. We prepare valuations which cover all IRS guidelines for estate and gifting purposes.
 
Financing
Banks are increasingly requiring business valuations for business financing. The Small Business Administration (SBA) requires ​​valuations in some cases. Other financing arrangements, whether through a financial institution or private parties often require a valuation with periodic updates.  We offer valuation services to meet this need.
 
Equity Capital
Growing businesses with unique products and services often require outside capital. Sooner or later there is a valuation question from both the existing owners and the equity capital investors. We commonly structure valuation services to meet this need.

Divorce *
We strategic partners that will prepare valuations for the spouse who is the business owner, the non-owning spouse or in some cases for both parties where they concurrently agree to engage services.