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Free Initial Consultation - The first step of any business valuation is to determine the purpose and scope of the engagement. We will suggest the right valuation service for your needs. Our valuation service prices range from $500 to $5,000 depending on the complexity of the valuation assignment.
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Engagement Letter - After we have understood your objectives, one of our staff will send you a formal engagement letter via email. This letter will lay out the terms, goals, timeline, and fees. The engagement letter will be electronically signed using PandaDoc.
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Engagement Retainer Fee - We ask a 50% engagement retainer fee prior to beginning our service. The retainer will be charged to the final invoice. All outstanding fees must be paid before we deliver the final report.
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Collecting Required Documents and Data - We will be sending the request for documents along with a survey and questionaire. A interview with management is scheduled if necessary.
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Valuation of the Business - We analyze the company's financial statements, industry data, and economic conditions. Our reports follow the National Association of Certified Valuators and Analysts (NACVA) Professional Standards and qualify for both the IRS and SBA.
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Valution Report is Delivered - We arrive at a value conclusion based on an in-depth evaluation that details the information, valuation methods, and assumptions. When the report is complete, we will send it to you and schedule a call to answer any questions.
What separates Business Valuation Advisors from our competitors?
Our competitors may claim that they can provide a valuation tailored to your specific needs. What our competitors fail to mention is the significant amount of time required to prepare the necessary documentation for the valuation. Business Valuation Advisors has proprietary software that makes the process of obtaining the necessary data much easier for the business owner and their professional representatives.
The Valuation Process - Step by Step
Business Valuation Advisors Provides the Value of Privately Held Companies Nationwide
Business Transaction Value
Business Valuation Advisors are an asset to business intermediaries by providing an independent, flexible, market-driven, most-probable selling price engineered to facilitate more business sales.
Litigation Valuation
Business Valuation Advisors develops certified valuations that meet your clients’ litigation needs. We provide well-established, court-tested techniques that deliver accurate estimates of value.
Tax & Estate Valuation
Accountants and other financial fiduciaries rely on Business Valuation Advisors to assist their clients with an independent business valuation related to a tax liability for estate and gift tax required by the IRS.
Leveraged Buyout (LBO)
If you are a Strategic Acquisition Entrepreneur or private equity fund, Business Valuation Advisors can value your target company for investment purposes. Our services include owner financing analysis.
Financial Advisor Consulting
Business Valuation Advisors provides financial advisors with an independent, third-party valuation of their client’s business to accurately assist with a valuation for life insurance or other financial planning needs.
SBA Financing Valuation
Business Valuation Advisors provides accurate business appraisal for SBA financing. We work with SBA underwriters across the country to approve SBA 7(a) loans with an independent valuation.
Reasonable Compensation
When Reasonable Compensation Analysis is required—Business Valuation Advisors can provide an independent compensation analysis to comply in the event of an IRS audit, litigation matter, or transaction.
Strategic Planning
Business Valuation Advisors provides you, your leadership team, and your investors with a clear picture of what the business is worth today so you can develop effective next steps to achieve your corporate goals and objectives.
Businesses with Real Estate
Real property and intangible business value can be challenging to discern in businesses such as gas stations. Business Valuation Advisors can help you separate the allocation between real estate and the business.