Valuations & Appraisals

We created the Opinion of Value Report so our clients could have an affordable solution for friendly situations where they quickly want to know what their business is worth and why, but don’t need to take the time and expense of paying for a formal certified business appraisal. 

These are ideal reports for friendly partner buy-ins or buy-outs, parents that want to sell all or part of their business to their kid for a fair price, or for general situational awareness for wealth and estate planning purposes, etc. 

These are 10-25 page reports of useful information that our business analysts create that relay what you need to know to feel confident in the value of your you know what your business is worth. They will all include a re-cast / analysis of your Profit and Loss Statements (Income Approach) as well as your Balance Sheet (Asset Approach) and we will additionally pull comps from recently closed transactions of similar size and type to yours to see what’s going on in the marketplace today (Market Approach). If requested, we can even show you your company’s value trend over time as well as likely future value if you supply us with projections. 

We charge $1,500 for these reports and can typically turn them around in 72 hours once you’ve submitted your financials to our analysis team.

Certified Appraisals are done exclusively by our in-house Business Certified Appraisers (BCA’s), and carry their official seal of the International Society of Business Appraisers (ISBA) which is an organization approved by the IRS, SBA and other governmental organizations as a legitimate source of a business appraisal that complies with USPAP and other regulatory requirements. 

Certified Appraisals are 30-100 pages long, require an extensive amount of documentation, and start at a few thousand dollars and can go up depending on their size and complexity. Turnaround is typically three weeks after we receive the necessary source documents from you. 

These are what you need when a business appraisal is required for bank or SBA loans, legal requirements, tax documentation, or regulatory compliance purposes.