business valuations
Empowered Decisions
Discover Your True Business Value
Understanding your business’ market value is crucial not only for selling but also for key strategic decisions:
Planning an exit
Making business decisions
Attracting potential investors
Exploring a partnership buyout
Drafting partnership agreements
Planning your estate
Evaluating life insurance policies
With your net worth largely tied to your business, our proprietary valuation method ensures you know its true value.
Our Valuation Approach:
OVERVIEW
We don't just give you a number; we walk you through how we arrived at your business’ valuation and address all your questions.
ADVICE
Leveraging more than 100 years of combined experience and over 600 successful transactions, we offer actionable insights to boost your business’ market value and appeal to potential buyers.
COMPARISON
Our extensive understanding of sales statistics allows us to show how your business stacks up in value against similar enterprises in the market.
FINANCE
We ensure that the range of value will pass standard banking requirements for a buyer to acquire a business loan. We consider debt coverage ratios, the current interest rate, and return on cash requirements.
Valuation Checklist:
To ensure an accurate and comprehensive valuation of your business, specific financial documents are essential. Below is a list of the required items you will need to provide:
Last 3 Years of Federal Tax Returns:
These provide a snapshot of your business’ financial health over an extended period. They offer valuable historical context for your current performance.
Current Profit and Loss Statement including Balance Sheet:
A current P&L statement and balance sheet allows for a granular understanding of your business’ current financial status. These documents highlight revenue, costs, assets, and liabilities, offering a complete picture for valuation.
Additional Information:
Some businesses may require extra documentation depending on their industry, size, or specific circumstances.