Business Valuations
Buying or Selling a Business? You Need a Valuation.
With a business valuation, you can move forward with important transactions and enter into negotiations with ensured reliability, reduced financial risk, and unparalleled confidence.
the Value of Your
Business?
Through our strategic alliance with our affiliate partner with
over 20 years' experience, we'll help position your business
for the most favorable outcome in the following areas:
- Mergers and Acquisitions
- Sales and Divestitures
- Buy/Sell Agreements
- Share Redemptions
- Business Planning
- Retirement/Succession Planning
- Employee Benefit Plans
Which Valuation Report is
Right for You?
Business valuation reports can be prepared for many different purposes. That's why we offer two types
of business valuation reports: Informational Valuations and Certified Valuations. Below is a summary of
what these two reports entail, how they differ, and when you might benefit most from each.
Business valuation reports can be prepared for many different purposes. That's why we offer two types
of business valuation reports: Informational Valuations and Certified Valuations. Below is a summary of
what these two reports entail, how they differ, and when you might benefit most from each.
Informational Reports
Informational Reports are less time-intensive to produce and more affordable.Typically 30-40 pages, these reports provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. This
report is best suited for individuals who don't need a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts of our valuation team.
”Essentials
Standard Report: 35+ pages; includes everything in the Essentials Report plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials and industry benchmarking ratios. Partner (you) or client collects required data and completes financials spreadsheet in the BizWorth portal.
- 30-40 pages
- Includes valuation ranges based on asset, income and market approaches; benchmarking to industry peers, market multiples based on comparables data
- Uses: price opinions, educate sellers on range of a value a buyer would be willing to pay, future exit planning
Price:
Essentials Report: $950
Standard Report: $2,900
Turnaround: 5 business days
Certified Reports
Certified Reports are prepared by a certified business appraiser. Typically 65+ pages,
these reports include in-depth written analysis of the nature & history of company,
industry & economy, financial analysis and conclusion of value. This type of report is
best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.
- Typically 65+ pages
- 1-hour consultation
- Includes executive summary and more in-depth written analysis of nature & history of company, industry & economy, financial analysis and conclusion of value
- Uses: substantiating information presented to third parties (e.g., acquisitions, divestitures, IRS submissions, partner disputes and bank loan reports)
Price:
$4,900 - Typical cost. Request a quote.
Turnaround: 4 Weeks or less.
Meet Shelia...Our Leading
Valuation Expert
Shelia Darby, MBA, CVA, MAFF
Shelia Darby has 20+ years as an experienced valuation and financial professional.
Ms. Darby is a recognized thought leader valuing complex initiatives and companies. She has worked on projects ranging from asset to company valuations. Past projects have included work for companies ranging from Fortune 500 to small, privately held businesses.
Ms. Darby provides certified valuation reports that deliver the insight and credibility needed to facilitate deal making and successful resolutions. As a certified business appraiser, she adheres to the high standards set forth by well-recognized, accredited organizations.