Professional Business Valuations
What is a Business Valuation?
Business valuations are commonly referred to as business appraisals that are performed by certified valuators who adhere to published valuation standards set forth by well-known, accredited organizations. A business valuation report issued by a firm with certified valuators holds credibility. Our valuation experts are certified by the National Association of Certified Valuators and Analysts (NACVA) – the most recognized and esteemed organization in the valuation industry.
When Do You Need a Business Valuation?
Whether you are a business owner contemplating the sale of your business, raising bank capital or investor equity, pursuing a legal claim, preparing your succession or planning any array of accounting and IRS-related reporting events – you will want to obtain a valuation report that is credible and protects you against others from discrediting the valuation.
If you are facing any of these life events or at risk of possible IRS-related penalties or losing more than $5,900 on your transaction, then we highly recommend the insight provided by a business valuation report.
Your business valuation report will:
Inform the list price and provide the fair market value of your business if you’re selling
Deliver the credible and reliable value of your business if buying out a shareholder
Provide the value of your shares, as reported to the IRS, if gifting to a family or friend
Add valuable credibility during negotiations or legal proceedings
In some instances, you may choose to provide the valuation report to your counterparty to further strengthen the reliability of the valuation and remove barriers. In other cases, you may be required to disclose the valuation report as required by the IRS when gifting shares or purchasing a business.
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Professional Valuation Services
Listing Consultation
This service is complementary and designed to provide you with a value range for your business. We will provide a suggested listing price as well as discuss current industry trends and expected offer offer ranges.
Broker Opinion of Value (BoV)
Often referred to as Broker Opinion of Value (BoV) reports, Informational Valuation Reports are less time-intensive to produce and more affordable. They provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. This valuation report is best for individuals who don’t a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts in our valuation team.
Certified Summary Report
Often referred to as Broker Opinion of Value (BoV) reports, Informational Valuation Reports are less time-intensive to produce and more affordable. They provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. This valuation report is best for individuals who don’t a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts in our valuation team.
Certified Detailed Report
A detailed report helps the intended users understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. It includes more detail than the summary level report. Detailed reports are typically 100 or more pages in length and include highest level of 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 for complicated businesses, court cases and IRS-related estate planning purposes.
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Certified or Non-Certified. Which Report is Right for Me?
Business valuation reports can be prepared for many different purposes. That’s why we offer two types of business valuation reports: Non-Certified and Certified. Below is a summary of what these two reports entail, how they differ, and when you might benefit most from each.
Non-Certified Reports (also referred to as Broker Opinion of Value or 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. The Non-Certified 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.
Certified Valuation Reports are prepared by a certified business appraiser. Typically 65-100 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.
