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

How Your Employees Can Boost Profits and Values

The simple fact is that without employees, you don’t have a business. Given the tremendous importance of your employees, it is important to step back and reflect on the value associated with keeping those employees happy. There is a direct relationship between happy employees and happy customers. A happy employee takes steps to ensure that […]

Around the Web: A Month in Summary

A recent article posted on the Axial Forum entitled “What Do Buyers Look for in the Lower Middle Market?” explains how to make your business valuable to potential buyers and how to find the right buyers for your business. The buyers in the lower middle market are usually strategic buyers, financial buyers, private equity firms, […]

Don’t Let the Dust Settle on Your Lease: 8 Factors to Consider

Owners often neglect understanding their leases and this can be problematic. If your business is location-sensitive, then the status of your lease could be of paramount importance. Restaurants and retail businesses, for example, are usually location-dependent and need to pay special attention to their leases. But with that stated, every business should understand in detail […]

Affiliated With

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