Depending on the purpose of the valuation and the size of the business we offer multiple levels of valuation reports. Whether selling a business, buying a business, planning an estate, or obtaining debt or equity financing, we’re experts at valuing businesses
We offer an Opinion of Value report that we produce in-house to help establish an initial asking price when selling. For larger or more complex businesses we have an agreement with one of the leading business valuation firms in the country so you can be assured of an accurate and quality Third-Party Valuation that will be performed by a credentialed business appraiser with the highest industry designations.
Opinion of Value –Typically for businesses with less than $500,000 in annual sales
Our basic entry level valuation to establish an asking price for a proposed business sale produced in-house by one of our senior business brokers
Summary Valuation Report *–Typically for businesses with more than $500,000 in annual sales
A more in-depth report produced by a leading business valuation firm. This provides an objective 3rd party valuation when determine the asking price or value of a larger firm. The 3rd party approach also helps when dealing with buyers and their advisors to justify the asking price.
Complete Self Contained Report* –Typically for businesses with more than $1 million in annual sales A formal presentation of the value of a business in a self-contained written report. If a valuation has the potential to go to court, or if the report needs to be reviewed by others, such as the IRS for tax implications, this type of report explains in full detail how the value was derived. Uniform Standards of Professional Appraisal Practice (USPAP) and American Society of Appraisers (ASA) address the above as a “Comprehensive, Written Business Valuation Report”. The Institute of Business Appraisers (IBA) addresses the above as a “Formal Written Report”. Typical uses are as follows:
Large, complex transactions
Initial implementation of an Employee Stock Ownership Plan (ESOP)
Any matter where there are many “intended users”
For more information about our Valuation Services and current pricing, please contact us.
* These Valuation Reports are produced by a leading independent business valuation firm by certified business appraisers. While we collect the information and forward it to them, we have no control over their final value conclusions, nor do we investigate or verify the information that we are given. Anyone relying on any of these reports should do their own due diligence.