Business Valuations

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.

Opinion of Value Analysis – Recommended for businesses with < $500,000 in annual sales!

  • Assistance with completion of client questionnaire
  • Financial analysis of internal financial statements or Federal Income Tax Returns
  • Application of basic valuation methods
  • Final calculation in presentation format (1 page summary; no supporting detail or analysis)

Full-Scope Valuation Report – Recommended for businesses with > $500,000 in annual sales!

  • Assistance with completion of client questionnaire
  • Financial Analysis of internal financial statements and Federal Income Tax Returns
  • Industry comparison analysis
  • Application of all relevant valuation methods
  • Final Valuation Report includes all supporting detail and analysis
  • Session with Client for review and explanation

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For more information about our Valuation Services, please contact us.