A business valuation provides an objective estimate of what a business or ownership interest is worth. Valuations are useful when selling or buying a business, planning for retirement, transferring ownership, estate and gift planning, or making strategic business decisions.

Common factors include financial performance, historical and projected earnings, assets and liabilities, industry trends, competitive position, management, customer relationships, intellectual property, and the overall risk associated with the business.

Our business valuations typically take between 10 - 15 business days from the date we receive all necessary documentation. The timeline depends on the size and complexity of the business and the purpose of the valuation.

Typically, we request financial statements, tax returns, organizational documents, ownership information, debt details, and other information about the business. The exact information needed depends on the purpose and scope of the valuation.

The cost varies based on the size and complexity of the business, the valuation purpose, and the amount of analysis involved. We discuss the scope of the engagement and provide a quote before beginning any work.

Common approaches include the income approach, market approach, and asset approach. The appropriate method depends on the nature of the business, the purpose of the valuation, and the availability and reliability of relevant information.