What You Need to Know About Valuations

Where Does a Business Owner Get Started When Valuing a Business?

Gain key valuation insights on YOUR business data
by filling out the boxes below gaining access to a FREE Customized report

When Should a Business Owner Pay for a Valuation?

  • If you have never done a Valuation or it has been more than 12 months since your last Valuation
  • If you are looking for an SBA Loan
  • If you are anticipating a legal review of your financials, this can include the IRS
  • If you are considering adding partners
  • If you are looking to sell

FMV Valuation Report

This 27-page Business Valuation Report that includes a BONUS 2 page Insurance Value Report.

For Business Expansion and Strategic Planning, this report provides:

4 Types of Sale Values
Financial Summary
KPI Overview
Value Map

Protection Report

Time Frame: 7 days
Dependent on receiving timely information from client.

Summary Appraisal Report

This 50-100 page Accredited Valuation Report is a more detailed summary report.

For Supporting Buying and Selling A Business, this report is needed for:

Bank Financing
SBA Loans
Capital Raise Preparation

Time Frame: 1-2 weeks
Dependent on receiving timely information from client.

Detailed Appraisal Report

This 200-300 page Accredited Valuation Report is a full detailed report.

For Litigation and Tax Purposes, report provides:

Protection from a High Degree of Scrutiny

Highly Defensible and Provides Peace of Mind

Time Frame: 2-3 weeks
Dependent on receiving timely information from client.

Complexity Experts

Complexity Examples Valuation purpose - i.e. partnership or marital disputes, ESOP, or estate planning
Complex capital structures
Complex financial instruments
- i.e. options, warrants, preference shares
Complex corporate structure
- i.e. multiple entities, entity type, and entity size.
Incomplete and unaudited financial statements not consistent with GAAP
Application of discounts
(control / marketability / keyman etc.)
Coordination and review of specialized appraisals, i.e. real estate, intangibles, equipment.

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Brett Andrews

Value Building &
Exit planning expert

Tara Groody

Business Analyst &
Operations Expert

Rebecca Andrews

Protection/Risk Analyst &
Insurance expert

Our team of experts is available to answer any questions you may have about your business needs. 

Drop us a line and we will be in touch soon!…..or you can schedule a call to speak with our Business Specialist click on the link below. 

There is no charge or commitment to our services, we look forward to learning more about you and your business! 

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