Business Valuation

Business Valuations have grown to be both a science and an art. To arrive at a defensible business valuation (value) an expert on business valuations needs to follow the standards and norms.

Due Diligence

Due diligence is the process of systematically researching and verifying the accuracy of a statement. Due diligence describes the degree of effort required by law or industry standard.

Trusted Valuation Resource

There are many reasons to have a valuation for a closely held business:

  • Estate Planning and Taxation, Gift Taxes
  • Family Limited Partnerships
  • ESOP
  • Shareholder Dissenting Actions
  • Buy / Sell Agreements
  • Merger and Acquisition (M and A)
  • Litigation Support

Success depends on technical skills sets, experience,  and judgment.

____________________________________________________________________

Due Diligence is the “discovery” process in business sales.

Those buying a business want to know:

  • What is the sustainable cash flow from the business for sale
  • Are the revenues represented verifiable
  • Is there a customer concentration issue
  • Industry trends and pricing norms for this type of business
  • Should I buy stock or assets in the business
  • How do I optimize my tax position
  • And much more…………………….

P8

David C MacMillan
MBA (Finance), CVA, EA

BRE# 01922479

From Our Business Broker Blog

Interested in Buying a Business? Check Out These 3 Commonly Overlooked Areas

When it comes to buying a business, nothing is more important than the factor of due diligence. For most people, this investment is the single largest financial decision that they will ever make. And with this important fact in mind, you’ll want to leave absolutely no stone unturned. Let’s examine the three most commonly overlooked […]

5 Key Factors in Transferring Your Business to a Family Member

The odds are that you’ve put a great deal of yourself into your business. Inevitably, the day will come when you have no choice but to walk away from your business and begin a new chapter of your life. Quite often, businesses are transferred from one family member to another. In this article, we will […]

Maintaining Confidentiality Throughout the Sale Process

There are two key ingredients when it comes to selling a business: professionalism and confidentiality. If either of these two ingredients are lacking, then you’ll most likely run into problems. Sadly, many sellers see their deals fall apart due to a breach of confidentiality. You certainly don’t want to be among their ranks. The simple […]

Affiliated With

 
© Copyright - Quasar³ Business Valuations & Sales BRE# 01944838 - Website Design by Deal Studio