Your Partner for

Professional Valuation

Choosing a certified business valuation analyst brings several benefits and assurances to the table. Here are three reasons why selecting a CVA is advantageous.

Knowledgable

CVAs undergo specialized training and testing in valuation methodologies, industry standards, and best practices. Their expertise ensures accurate and reliable valuation results.

Trusted

Our CVAs are held to the NACVA professional standards and adhere to legal and regulatory standards, such as those set by the IRS or other financial regulatory bodies.

Objective

Objectivity in valuation is crucial in scenarios where multiple parties’ interests must be fairly represented. An unbiased valuation helps in negotiating fair terms and prevents conflicts.

Our Methodologies

We consider all three approaches

Asset

Estimates a business's value by summing up the values of all its assets (both tangible and intangible) and subtracting its liabilities, essentially providing a net worth of the business.

Market

Determines a business's value by comparing it to similar businesses that have recently been sold, using ratios like price-to-earnings or price-to-sales to establish market-driven benchmarks.

Income

Calculates a business's value by its earnings power, by either capitalizing historical cash flows or discounting projected cash flows to a singular present-day value.

Find the best reporting solution for you

Summary of Value

Ideal for business transactions

A summary of value is concise valuation report that offers a condensed overview of the key findings and conclusions derived from our analysis. A summary of value includes a brief description of the valuation methods used, key assumptions, and a summarized financial, industry and company analysis.
This level of reporting is ideal for the purpose of a potential sale or buy in of your company.

Detailed Valuation

Commonly used for disputes

This caliber of valuation is essential for high-dollar transactions, financial reporting, legal proceedings, or any scenario demanding meticulous precision and comprehensive support. It employs the same rigorous methodology and analytical depth as the summary report but delves much deeper into the analysis and findings, providing a significantly more detailed report.

FAQs

Have a question? We’re here to help.

  • Why might I need a valuation?

    A business valuation is necessary for various reasons, including buying or selling a business, mergers and acquisitions, obtaining financing or investment, estate planning and succession, financial reporting and compliance, litigation and disputes, and strategic planning. It provides an objective assessment of a business's value, aiding in negotiations, informed decision-making, tax planning, legal matters, and overall strategic direction. A valuation ensures fair transactions, facilitates financing, satisfies regulatory requirements, and offers insights into a company's strengths and areas for improvement. Ultimately, a business valuation is a valuable tool that helps stakeholders make informed decisions and navigate critical business scenarios.

  • What size of business does your company work with?

    We specialize in valuing both privately-held main street businesses with annual revenues of $1 million to $5 million and lower middle-market companies with annual revenues of $5 million to $10 million. 

  • What industries does your company specialize in?

    We have the expertise and resources to provide services for businesses in a wide range of industries. Whether you operate in manufacturing, technology, retail, healthcare, services, or any other sector, we have the knowledge and understanding to assess and determine the value of your business. Our valuation methodologies and approaches can be tailored to suit the unique characteristics and dynamics of different industries.

  • How long does a typical valuation take?

    The timeframe for a valuation can vary depending on the complexity of the business, the availability of information, and the specific requirements of the valuation. Generally, a valuation process can take anywhere from a few weeks to a couple of months. It involves gathering relevant data, conducting analysis, applying valuation methodologies, and preparing the final report. The timeline can be discussed and agreed upon with the valuation firm based on the specific circumstances.

  • How does the valuation process work?

    The valuation process involves:

    1. Defining the purpose and scope of the valuation
    2. Gathering  financials &  relevant information about the business
    3. Conducting research
    4. Analyzing financial statements
    5. Making necessary adjustments
    6. Selecting and applying appropriate valuation methods
    7. Reaching a conclusion and documenting the findings in a valuation report

    The process requires careful examination of financial data, consideration of industry and market factors, and the application of reliable valuation techniques. 


    Effective communication and collaboration with the client throughout the process ensure that the valuation accurately reflects the unique characteristics of the business. The duration and complexity of the process may vary depending on the specific requirements and nature of the business being valued.

  • What are the methods used in valuation?

    Business valuation incorporates various methods to determine the value of a business. The three primary methods used are the income approach, which assesses the future cash flow potential and risk of the business; the market approach, which compares the business to similar companies that have been sold or traded in the market; and the asset-based approach, which focuses on the underlying net asset value of the business. Depending on the specific circumstances, a combination of these methods or additional approaches, such as the discounted cash flow (DCF) method or the industry-specific method, may be utilized to provide a comprehensive and accurate valuation assessment.

Let's Get to Work

Please fill out the provided form so that we can prepare for a follow-up consultation. This is part of our discovery phase to ensure that we understand your needs and goals for engagement. Please allow 24 business hours for a response.   If we should happen to be away from the office you will get a notification of when you can expect us to be back. We look forward to speaking with you.

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