VALUATION
Plan for a sale. Price an acquisition. Obtain bank financing. Attract investment. Unlock hidden value. Plan for growth. We provide 3 different valuation reports, depending on your need and budget.
ESTIMATE OF VALUE
Evaluate your business through the eyes of a buyer. The Estimate of Value is based on your historical financial and the unique risk attributes of your business. In addition to your Estimate of Value, you will receive an overall score (out of 100) on the eight key drivers of company value. The Estimate of Value includes a 2 hour session to review your results and identify opportunities to improve your valuation.
VALUATION SUMMARY
A summary report utilizing multiple valuation methodologies that provides a comprehensive price opinion. The report includes an asset-based valuation, income-based valuation, and markets-based valuation. The asset-based and income-based valuations are based upon historical and projected financials, and the markets-based valuation uses data from actual closed transactions. The final report fully describes each valuation method, along with supporting documentation, clearly documented adjustments to earnings, and comparable transaction valuation metrics.
CALCULATION OF VALUE
A comprehensive assessment of the economic, financial and strategic drivers of a business. The Calculation of Value takes into account multiple valuation methods, prior transactions, industry rules of thumb, as well a detailed historical and projected financials. Substantial care is taken to determine company specific discount rates (CAPM), normalization adjustments and reclassifications for historical as well as projected financial results, the impact of income taxes, projected capex budgets, depreciation schedules, as well as the application of appropriate premium and discount at enterprise and shareholder level. Analysis includes projected IRR under given acquisition assumptions, as well as the calculation of a Z-score to project the probability of bankruptcy.
Which report is right for me?
More Ways We Work with You
COACHING
+
FINANCIAL COMPOSITE
Spend time growing your business, not building spreadsheets. Integrate with any accounting system. Choose from 50+ financial KPIs, unlimited non financial KPIs, customized reporting, and automated KPI alert monitoring. Unlimited users and setup support. Plus get unlimited direct text, phone, and email access to us.
VALUE BUILDER
+
FINANCIAL COMPOSITE
Monthly meetings and financial tools to help you build a profitable business. In-depth analysis tools and metrics which help you see exactly how well your business is performing. Includes full access to our proprietary financial benchmarking tools, Value Builder Score, 27 page Value Builder Report highlighting your company's strengths and opportunities for improvement, and an annual estimate of your company's value.
MASTERMIND GROUPS
+
FINANCIAL COMPOSITE
Leverage the experience of over $100 million in annual revenues to work ON your business, not IN your business. Mastermind groups provide a proven way to improve the performance of your business through peer to peer interaction with other business owners of similar size and business models. Full access to our proprietary suite of financial benchmarking tools, coaching and one-on-one conversations in a fun collaborate environment to drive business improvement.