Certified Business Valuation
Business valuation determines the economic value of a business or business unit. Business valuation can be used to determine the fair value of a business for a variety of reasons, including sale value, establishing partner ownership, taxation, and even divorce proceedings.
Our team collects Income Statements and Balance Sheets from you or your accounting professional. We then take your financial information and compare the data to your industry based on your NAICS code or tax code. We will look at more in-depth factors, such as what all the tangible assets are worth. We will also have to evaluate intangibles like customer lists, distribution, management, locations, copyrights, marketability, special agreements, and so on. Our team, which includes a Certified Fraud Examiner, Forensic Auditor, Forensic Accountant, and Certified Financial Analyst, reviews the data and helps you understand and interpret the results.
The report will include three approaches to value including Asset, Income, and Market. We also do a deep dive analysis of your company.
The report will have company background information, industry analysis, compensation analysis, historical and projected financial data.
What is Included?
- Fair Market Value Calculation
- Certified, Accredited Appraiser
- Explanation of Valuation Conclusion
- Financial, Market, and Economic Analysis
- 50+ Page Report with 3 valuation Approaches
- Detailed Financial Projections
- Detailed Cash Flow Analysis
- Weighted Average Cost of Capital Calculation
- Competitive Analysis
- Industry Analysis
Our Certified Valuation Analyst has obtained their training through the National Association of Certified Valuation and Analysts (NACVA). They follow recognized valuation standards and methodologies, conduct thorough analyses of financial statements, market conditions, industry trends, and other relevant factors to arrive at a reliable and defensible business valuation.
What is the Process?
- To request a quote, email Aaron at aaron@venableconsulting.net.
- Specify whether it will be used to calculate a shareholder’s percentage.
- Specify whether it will be used in litigation.
- An Engagement Letter will be issued for signature.
- An invoice will be issued when the Engagement Letter is issued.
- Once the Engagement Letter has been received, Financial Statements have been received (the documents are listed below), and the invoice has been paid, the client will receive their report in 7-10 business days unless otherwise indicated in the Engagement Letter.
Documentation Request
- Profit and Loss Statements and Balance Sheets for 2020-2022, YTD 2023.
- If the 2018 and 2019 financials are available, those will also be requested.
- Most Recent Business Tax Return.
- Additional documentation may be requested on a case-by-case basis.
