Business Valuations

Buying or Selling a Business? You Need a Valuation

A business valuation provides the assurance, reduced financial risk, and unmatched confidence needed to navigate significant transactions and negotiations successfully.

Are You Confident in the Value of Your Business?

With our strategic alliance alongside our certified affiliate partners, boasting over two decades of experience, we will guide your business towards optimal outcomes in various key areas, including:

Mergers and Acquisitions
Sales and Divestitures
Buy/Sell Agreements
Share Redemptions
Business Planning
Retirement/Succession Planning
Employee Benefit Plans

Choosing the Ideal Valuation Report

Our business valuation reports cater to a range of specific needs. To provide you with the best fit, we offer two distinct types: Informational Valuations and Certified Valuations. Below, we’ll provide an overview of these reports, highlight their differences, and help you determine which one aligns best with your requirements.

Informational Reports

Informational reports offer cost-effective and efficient solutions. Typically spanning 30-40 pages, these reports provide invaluable insights to determine market prices, support exit strategies, or guide internal business decisions. Ideal for those who don’t require certified valuations and are comfortable with streamlined procedures and reporting. All reports are meticulously prepared by our expert financial analysts.

Essentials Report (20+ pages):

  • Includes a valuation summary based on market and asset approaches.
  • Market approach encompasses sales and SDE multiples.
  • Designed for businesses with revenue under $2 million.

 

Standard Report (35+ pages):

  • Includes all features of the Essentials Report, plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials, and industry benchmarking ratios.
  • Data collection and financial spreadsheet completion done through the BizWorth portal by you or your partner.

 

Key Features:

  • Valuation ranges based on asset, income, and market approaches.
  • Benchmarking against industry peers and market multiples from comparable data.
  • Suitable for price opinions, enlightening sellers about potential buyer valuation ranges, and aiding future exit planning.

 

Pricing:

Essentials Report: $950
Standard Report: $2,900

Turnaround Time: Completed within 5 business days.

Certified Reports

Our certified reports are meticulously crafted by a certified business appraiser, delivering an extensive document spanning 65+ pages. These reports offer an in-depth analysis covering the company’s history, industry, economic context, financial assessment, and a conclusive valuation. Ideal for situations where you anticipate intense scrutiny of your business’s value or when detailed support and explanation are crucial.

Key Features:

  • Typically exceeds 65 pages.
  • Includes a 1-hour consultation for thorough discussion.
  • Comprises an executive summary and detailed analysis encompassing the company’s nature, history, industry, economy, financials, and a conclusive valuation.
  • Suited for substantiating information presented to third parties, such as acquisitions, divestitures, IRS submissions, partner disputes, and bank loan reports.


Pricing:

  • Typical Cost: $4,900 (Request a quote for custom projects.)


Turnaround Time: Completed within 4 weeks or less, ensuring timely delivery of your comprehensive valuation report.

Curriculum

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Grow Your Business In No Time

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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 projets 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.

Frequently Asked Questions

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