California Business Valuations provides high quality business appraisal services nationwide at a reasonable cost.

Click here to see the variety of valuation services we provide.

Our Business Valuations are conducted by CPAs who are certified in Business Valuation by the American Society of Appraisers (ASA) and the National Association of Certified Valuators and Analysts (NACVA), with 25+ years of business valuation experience. Founded in 2006, we have valued over 1,500 businesses since inception.

Our valuations meet IRS, SBA, and USPAP requirements. The valuations are prepared in accordance with the “Statement of Standards for Valuation Services No. 1” (SSVS) of the American Institute of Certified Public Accountants and Uniform Standards of Professional Appraisal Practice (USPAP).

We offer operational and financial valuations:

Operational valuations are part of our Business Management Consulting Services and requested when clients want to enhance profits and value.  Our initial assessment is a flat fee of only $500 (irrespective of the size of the company) and provides you with an actionable Executive Report. The report shows what your company is worth (actual value), what it could be worth (potential value), and how to get there.  Click here to learn more about the growth assessment and profit & value enhancement services.

Financial valuations are part of our Business Valuation Services and based on the financials of the company to determine the accurate fair market value of the company as of the valuation date.  We offer four different reports (see below) that differ in the scope of analysis and the documentation of the analysis.  The fees also vary depending on the size of the company (determined by annual sales).  They start at only $500 for the ballpark calculation if the company falls in our 1^st tier, i.e. small company.

To understand better which report is suitable for your needs, we display below the four packages.  To see sample reports, please click “Sample” below.

The ballpark calculations are a good start.  And should you choose to continue with the appraisal report, we will credit you the full cost of the ballpark calculations as long as the valuation date stays the same.

Business Valuation Process

Business appraisal can be explained in a step by step process as follows:

1. Gathering information by phone or email: We want to know the nature of your business, the size of the company, and the reason for the valuation.
2. Determining Price Quote: Depending on the complexities involved, we will prepare a quote for the valuation report needed.
3. Drafting an Engagement Agreement: We ask that you fill out a checklist clarifying basic facts about the client and company. Based on this information, we are able to email you an engagement agreement. The valuation process begins once we receive the engagement agreement and the retainer fee.
4. Gathering Data: We ask that you provide 3 to 5 years of the company’s tax returns and/or financial statements (projections for start-ups) as well as a customized questionnaire about your company.
5. Proceeding with the Valuation Analysis: Using the financial statements and the answers from the questionnaire, we analyze the data and make the necessary normalization adjustments. Depending on the scope of the analysis, we apply all relevant valuation methods (i.e. asset, income, and market approaches).
6. Issuing the Valuation Report: Upon reviewing the draft business appraisal report in PDF format, the client may choose to discuss the results by phone. The client then provides the balance and we finalize the report, providing it in bound copies if requested.

We welcome your quote requests and offer a FREE initial phone consultation.