FAQ
A valuation is an assessment of the financial worth or value of a business or asset. You may need one to determine the fair market value of a business, for financial reporting purposes, or to obtain financing.
We offer valuations for small businesses, startups, accounting / law firms (and their clients), SBA7a loans, 409A valuations, and more.
Our standard package includes a Business Health Diagnostic benchmarking report and a robust valuation report for $800.
On average, it takes us 5 business days to complete a valuation once our client has completed their onboarding.
We use a combination of methods, including market-based valuation (multiples) and income-based valuation (DCF) to determine the value of a business.
Yes, we can perform valuations for startups, which can be particularly useful for attracting investors.
A 409A valuation is an assessment of the fair market value of stock options or other equity-based compensation offered to employees of a company.
You need a 409A valuation to comply with IRS regulations regarding the valuation of equity-based compensation.
Yes, we can perform valuations for SBA7a loans.
A Business Health Diagnostic is a benchmarking report that provides an overview of a business's financial health and performance relative to industry standards.
You need a Business Health Diagnostic to understand how your business is performing relative to competitors and identify areas for improvement.
The frequency of valuations depends on your business's needs, but most businesses should have a valuation done every year.
Yes, we can perform valuations for non-profit organizations, which can be useful for financial reporting purposes.
Yes, we can perform valuations for estate planning purposes, which can help individuals plan for the transfer of assets.
Yes, we can perform valuations for tax purposes, which can be useful for determining the value of assets for estate and gift tax purposes.