WHY A CERTIFIED VALUATION? – A business valuation with annual or bi-annual updates is an important tool for any business owner with plans for the future. Your valuation will serve to let you know what the market will pay for your business, and annual updates will show progress toward goals ahead of plans to sell or transition your business. Many business owners find out the hard way that what they thought the business was worth just isn’t always so. Finding out early, setting goals that translate into manageable actions is the best way to assure future success and wealth from your enterprise.
CERTIFIED VALUATION SPECIALISTS – Our ISBA certified valuation analysts have years of experience assessing many different business types for many different purposes, including partner share value, divorce, estate and tax planning, pre-listing price analysis and more.
Business Valuation Needs
- Change in ownership as part of succession planning or retirement
- Gifting shares of a business to heirs as part of a succession plan
- Sale or merger or sale to another entity
- New shareholder or partner addition
- Raising investment capital
- Establishment / update of an Employee Stock Ownership Plan (ESOP)
- Divorce or Family law settlement decree
- Estate or tax planning needs
CREATING VALUE – understanding how an enterprise conducts its operations to maximize returns in excess of its cost of capital is key to forming a proper and defensible business valuation analysis. The approach is not a simple or singular method, but is, instead, a multi-pronged effort that uses different methodologies to hone in on the best and most likely value. Recognizing a firm’s strengths, position in its industry, competitive advantages and life cycle stage of growth are all important elements to take into account for a proper business appraisal.
ASSESSING VALUE – business valuation is based on sound and proven scientific and mathematical approaches. It also incorporates a significant portion or ‘art’ on the part of the valuation analyst. The analytical side makes use of several methodologies that approach the business from differing points of view. Inputs like the cost of capital, discounts for risk and operational vulnerabilities or strengths are all taken into account. Common methodologies are known as cost (asset), market or income methods. There are several approaches within each method, notably the discounted cash flow (DCF) method. The least often used method is the cost-basis approach because in general terms both the market-based and income-based methods yield better results that are also transaction verified. The income approach focuses on future cash flows, and the market approach leverages comparable sales data from a variety of sources and local and industry multiples of earnings.
WHY CHASE GROUP – for years Chase Group has made it its business to be concerned with your company valuation. So much so that we, in turn, make sure we offer the value for our services that you’re seeking out of a prompt, attentive and competent service provider. Our pricing is often lower than our competitors because we know that the work can be done elsewhere, but we want to emphasize that if we’re working to provide you with a valuation we should do it at a value-based cost. Request a quote today, and see for yourself what a small investment in your future goals and objectives can yield.
REQUEST A QUOTE – Certified Business Valuation
Please send us just a few details, and we’ll be able to give you a quote and timeline to provide you with a certified business valuation. Your information is safely kept strictly confidential, and will never be shared with any third-party.
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