What you need to know about a Business Valuation

  • A Business Valuation is an appraisal of the transferable value of a business or company at a specific point in time
  • It is conducted by an independent, non-biased party.
  • It typically takes 1-2 weeks to complete a Business Valuation
  • We use a variety of methods to determine a value, carefully evaluating the business financials, assets, industry and market factors, etc.
  • Compliance with the Uniform Standards of Professional Appraisal Practice (USPAP)

Why do I need a Business Valuation?

Business Sale

Exit Planning

Estate Planning

Financial Planning

Financing

Key Man Insurance

Partnership Buyout

Shareholder Agreements / Disputes

Income Tax

Divorce

Litigation

Mergers

C” to “S”
Corporation Conversions

Our Process

1

Initial Meeting

The Boardroom Brokers valuation team and the business owner will meet to review the valuation process and what’s needed.

2

Document Collection

The owner will need to complete or provide documentation for the business valuation, including:
1- Basic Questionnaire – indicates basic information about the business (Boardroom Brokers, Inc. will provide this form during the initial meeting)
2- Profit and Loss Statements
3- Balance Sheet
4- Previous three years Federal Income Tax Returns
5- Fair Market Value of assets / equipment
6- Current value of inventory or goods to be sold
7- List of owner non-business related expenses (Add Backs)

3

Q&A

Boardroom Brokers will review the information and ask for additional information or clarification as needed. Complete Valuation Report