BUSINESS VALUATIONS
WHAT IS A BUSINESS VALUATION?
Through careful analysis, we determine a Calculation of Value. This is a business valuation designed to answer what the business is worth. To do that, we work closely with business owners, scouring the financials, to make sure they have the information needed to make a confident decision.
We help business owners who need to:
● Set a benchmark and understand their current situation
● Decide whether now is the right time to go to market
● Determine a sale price to negotiate with a buyer
A business valuation might include an analysis of the company’s management, capital structure, employees, future earnings prospects, or the market value of its assets.
STEPS INVOLVED IN A BUSINESS VALUATION
1. Discovery Meeting
Get to know us as we get to know you and your business
2. Gather Financial Information
-Financial statement (profit and loss) from the past five years
-Balance sheet pulled on January 1st of the past five years
-Business tax returns from the past five years
-A fixed assets report
3. Evaluate Your Company
What are your company's: Strengths? Weaknesses? Opportunities? Threats?
4. Valuation
Determine what your business is worth in today's market
WHEN TO USE A BUSINESS VALUATION
A business valuation is necessary when you are buying, selling, or borrowing. We can help. As a brokerage firm, our specialty is helping with the ownership transition. Whether that transition is an internal transfer to an employee or an external sale to an outside individual or company. Selling and buying businesses is a complicated process involving many important questions and steps. Success requires a strategic approach and commitment from both sides.