FAQ

What is a valuation, and why do I need one?

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.

What types of valuations do you offer?

We offer valuations for small businesses, startups, accounting / law firms (and their clients), SBA7a loans, 409A valuations, and more.

How much does a valuation cost?

Our standard package includes a Business Health Diagnostic benchmarking report and a robust valuation report for $800.

How long does it take to complete a valuation?

On average, it takes us 5 business days to complete a valuation once our client has completed their onboarding.

How do you determine the value of a business?

We use a combination of methods, including market-based valuation (multiples) and income-based valuation (DCF) to determine the value of a business.

Can you perform a valuation for a startup?

Yes, we can perform valuations for startups, which can be particularly useful for attracting investors.

What is a 409A valuation?

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.

Why do I need a 409A valuation?

You need a 409A valuation to comply with IRS regulations regarding the valuation of equity-based compensation.

Can you perform a valuation for an SBA7a loan?

Yes, we can perform valuations for SBA7a loans.

What is a Business Health Diagnostic?

A Business Health Diagnostic is a benchmarking report that provides an overview of a business's financial health and performance relative to industry standards.

Why do I need a Business Health Diagnostic?

You need a Business Health Diagnostic to understand how your business is performing relative to competitors and identify areas for improvement.

How often should I have a valuation done for my business?

The frequency of valuations depends on your business's needs, but most businesses should have a valuation done every year.

Can you perform valuations for non-profit organizations?

Yes, we can perform valuations for non-profit organizations, which can be useful for financial reporting purposes.

Can you perform valuations for estate planning purposes?

Yes, we can perform valuations for estate planning purposes, which can help individuals plan for the transfer of assets.

Can you perform valuations for tax purposes?

Yes, we can perform valuations for tax purposes, which can be useful for determining the value of assets for estate and gift tax purposes.

Home
Solution
Pricing
About us
Talk to us
FAQ
Blog

Already have an account?
Log in here