Business Valuation Reports Learn More
Ballpark Calculations
Just need a ballpark figure? You might want to consider our Ballpark Calculations. The objective of the Ballpark Calculations is to provide a rough estimate of value based upon the performance of limited procedures. The ballpark calculations provide a value for your business on a control basis based upon gross sales, discretionary income, and EBITDA multiples from actual business sales transactions (if applicable) as well as the Capitalized Cash Flow Method. You just provide last year’s annual financial data. We do not recast any financial statements in this report. No consideration of minority and marketability discounts. The results may be either a single amount or a range.
The ballpark calculations are communicated in spreadsheets only.
Calculation
Just need a basic valuation? You might want to consider our Calculation. The objective of the Calculation is to provide an approximate indication of value based upon the performance of limited procedures agreed upon by the appraiser and the client. We analyze five years financial statements and/or Company’s tax returns (if available) and recast the financial statements (if necessary). We consider minority and marketability discounts in this report. The results may be either a single amount or a range.
The calculation is communicated in a summary report (30-40 pages).
The report includes:
- History & Description of the Company
- Brief Financial Analysis
- Valuation Analysis
- Discounts & Premiums
- Reconciliation of Fair Market Value
Appraisal Summary Report
Buy-Out, Transaction, or SBA loan? Tax Motivated but Small to Mid-Size company? This might be the right solution. The objective of the Appraisal is to express an accurate value of the business and an unambiguous opinion of value. In an Appraisal we must use every valuation method that is relevant. We analyze five years financial statements and/or Company’s tax returns (if available) and recast the financial statements (if necessary). The results are expressed as a single amount.
The Appraisal is in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) and is communicated in a summary report (40-50 pages).
The report includes:
- History & Description of the Company
- Brief Financial Analysis
- Valuation Analysis
- Asset Approach
- Income Approach
- Market Approach
- Discounts & Premiums
- Reconciliation of Fair Market Value
Appraisal Detailed Report
Transaction, Tax, Divorce, or Litigation? Fractional Interest Discount Studies? In these cases, we recommend our Appraisal Detailed Report. The objective of the Appraisal is to express an accurate value of the business and an unambiguous opinion of value. In an Appraisal we must use every valuation method that is relevant. We recommend this type of appraisal if a valuation has the potential to go to court and if the appraisal needs to be reviewed by others, such as the IRS for tax purposes. We analyze five years financial statements and/or Company’s tax returns (if available) and recast the financial statements (if necessary). The results are expressed as a single amount.
The appraisal is in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) and is communicated in a full narrative report (50-80 pages).
The report includes:
- History & Description of the Company
- Economic Analysis
- Industry Analysis
- Financial Analysis
- Ratio Analysis
- Valuation Analysis
- Asset Approach
- Income Approach
- Market Approach
- Discounts & Premiums
- Reconciliation of Fair Market Value
