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Business Valuation Process

Since our firm prides itself with being affiliated with a network of professional partners qualified with business valuation knowledge and experience, clients receive the best of the best service and guidance through the valuation process. Not only does our network team of valuation professionals provide clients with the best in service and support, our firm also works with clients to not only get the best value for their businesses, but also to meet their individual business goals.

How Does a Business Valuation Work?

Our firm understands the importance in securing both book and fair market value for businesses and business-related assets. This is also why it’s important for our clients to work with a network team of professionals that give options and remain unbiased between parties to ensure that a proper and fair value is determined.

Why is a Business Valuation Needed?

There are various reasons why a business valuation may be needed. Our firm takes the time and provides clients with the support needed to determine whether a business requires a valuation. Here are a few occasions where a valuation may be helpful:

  • Mergers and acquisitions
  • Business sales
  • Corporate financing
  • Buyer and seller agreements and disputes
  • Estate planning, tax concerns, divorce
  • Life insurance claims and valuations
  • Litigation, bankruptcy and other legal issues
  • Management valuation reporting

From here, the following steps can be taken to ensure proper business valuation process and control:

Business Valuation Report

This type of report is most apparent and common in non-litigation situations, such as determining a selling price for a particular business or assisting businesses in buyer and seller transactions.

Business Appraisal Report

This type of report is more appropriate for IRS and litigation situations, such as in a court of law. A Business Appraisal Report includes information detailing applicable value of a particular business, but also provides a list or detailed summary of how a particular value is determined.

Business Appraisal Report (Individual)

The other type of Business Appraisal Report is the individual type. This type of appraisal report is used for the IRS and litigation support in a court of law. This type of report also includes information detailing applicable value of a particular business, but also provides a list or detailed summary of how a particular value is determined. Further, this report also includes a detailed financial analysis, which include forecasts, expenses, expenditures, ratio analysis, as well as working capital.

Updated Report

Our firm understands the importance of updating and keeping track of information. This is why we work with business owners and clients to ensure that all data and information is properly updated every several years. Our team ensures that all Business Valuation Reports are current and are based on the latest financial data and information on a particular company.