Business Valuation with Joshua Carnes
Know What Your Business Is Worth And Why It Matters
Whether you’re preparing to sell your business, planning your estate, resolving a legal issue, or bringing on a new partner, a professional business valuation gives you the clarity and confidence to move forward.
At Lion Business Brokers, our valuation team, led by NACVA-certified experts, delivers reliable, defensible reports tailored to your specific needs. From certified valuation reports to broker opinions of value, we help you understand the fair market value of your business and how it translates in real-world scenarios.
What Is a Business Valuation?
A business valuation is a professional analysis that determines the economic value of a company. These reports are conducted according to established standards by certified business appraisers and can be used for strategic planning, financial reporting, legal proceedings, and M&A transactions.
At Lion, our valuation team includes members certified by the National Association of Certified Valuators and Analysts (NACVA), a gold standard in business appraisal credibility.
When You Need a Business Valuation
You may need a valuation report if you are:
Selling your business and want to determine market value
Planning your exit strategy and want to measure progress over time
Buying out a partner or shareholder
Gifting shares to family or into a trust (for IRS compliance)
Securing financing or bringing in outside investors
Navigating a legal or divorce-related matter
Creating a buy-sell agreement with defined terms
In all these cases, a credible valuation protects you from misinformation, strengthens your negotiation position, and reduces the risk of regulatory penalties or disputes.
Our Service
Request your free and confidential listing consultation today
+1 (800) 525-3542
– Founder, B2B Services CompanySan Antonio, TX
What Your Valuation Report Includes
Fair Market Value Assessment
Financial & Operational Review
Comparable Sales & Market Multiples
Industry & Economic Analysis
Conclusion of Value with Full Support
Our certified business appraisals are often 65–100 pages of detailed, documented insight—designed to stand up to scrutiny.
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.
Start the Process with a
Free Consultation
Certified vs. Non-Certified: Which Is Right for You?
We offer two levels of business valuation reports, depending on your goals and how the valuation will be used.
🔹 Non-Certified Reports (Broker Opinion of Value)
Also known as an Informational or Summary Report, this 30–40 page analysis is best suited for:
Business owners preparing to sell
Exit planning or internal use
Estimating market price before listing
Strategic planning or value benchmarking
While not certified, these reports are prepared by experienced analysts using valuation industry standards. They are ideal for situations where formal certification is not required.
🔹 Certified Valuation Reports
Certified reports are conducted by a NACVA-certified appraiser and include full narrative analysis. These reports are typically 65–100 pages and appropriate for:
Legal matters or IRS reporting
Shareholder disputes or litigation
Gift or estate tax planning
SBA financing or regulatory requirements
Any situation where third-party scrutiny is expected
Not sure which one is right for you? We’ll guide you to the best fit based on your goals, timing, and how the valuation will be used.
Start With a Free Consultation
Before you invest in a full report, we recommend starting with a complimentary listing consultation. This allows us to understand your goals and recommend the right valuation service for your needs.
📞 Call 1 (800) 525-3542
