Business Valuation

“As always, the quality, timeliness and cost were outstanding.  Wouldn’t even think to change anything.” – D.J. 

Focused on Your Success – Business Valuation

Does your financial future include buying or selling a business?  Almost everyone’s does.  Do you need a buy-sell agreement for succession planning?  Do you need an estate plan?

Let us assist you with our business valuation services:

  • Business valuations
    • Asset valuation
    • Cash flow valuation analysis
    • EBITDA multiples
    • Market based and comparable sales analysis
  • Certified by the National Association of Certified Valuation Analysts (NACVA)
  • Merger and acquisition assistance and advice
  • Due diligence for business purchases
  • Fair market value valuations for estate plans and buy-sell agreements
  • Strategic valuation of potential business acquisitions
  • Grooming your business for sale
  • Compensation design for key employees
  • Income tax consulting for buyers and sellers
  • Purchase contract review and consultation
  • Financial statement preparation
    • Compilations
    • Reviews
    • Budgets
    • Multi-year financial reviews
    • Notes to financial statements
  • Specializing in business valuation services for the following industries:
    • Professional services (doctors and other health care professionals, attorneys)
    • Computer services
    • Construction contractors
    • Government contractors
  • Assistance in selecting qualified bookkeepers and internal accountants
  • Referrals to financing sources and banks
  • Referrals to business brokers and investment bankers
  • Assistance with Small Business Administration (SBA) financing and programs
  • Forecasts and projections
    • Budget analysis
    • Cost of goods sold analysis
    • Overhead analysis
    • Break even analysis
    • Recapitalization and debt level analysis
    • Comparison with industry averages and benchmarking