Business Valuations and Appraisals

We can help you with your business valuation needs.

Here are the Reasons You May need a Business Valuation:

  1. Selling Your Business – A Business Valuation by an objective third party is a critical element to the sales process. It increases the probability that you will sell your business faster and at an acceptable price. A valuation helps filter out unqualified buyers and certain other buyers who are inclined to waste your time by submitting “low ball” offers.

    Often business owners use company tax returns or financial statement as the foundation for presentation of a business for sale. Business owners are motivated to make business decisions that minimize income tax expenses. But tax accounting does not create a fair portrayal of an enterprise value. With tax generated financial statements, the cash flow generated by a company and the fair market value of company assets are usually substantially understated.

    Experienced professionals can “recast” financial statements to more accurately depict the meaningful financial attributes and values of the company. With this information, a business valuation that can be generated that gives you proper credit for all the tangible and intangible value you’ve created through many years of hard work.
  2. Negotiating a loan with Lenders - Financing or Refinancing your business - An objective, third party valuation can be the basis for negotiating new or existing lender financing.

    Expediting the sale of your business - Generally, for SBA loans (and other business acquisition loans), lenders will require:
    • A third party valuation
    • Three years of personal tax returns from the buyer
    • A current financial statement from the buyer
    • The Buyer’s resume

Therefore, by having a valuation, you increase the likelihood that a Buyer can obtain financing – and you increase the speed at which you can complete a transaction.

  1. Other important reasons for obtaining a business valuation
    Developing an estate or tax plan to protect your wealth
    Transferring a business into a trust
    Creating a succession plan
    In a divorce proceeding, determining asset and liability values
    Litigation support in a variety of situation
    Insurance claim settlements
    Establishing an ESOP or the annual valuation of an ESOP
    Planning a merger, acquisition or stock offering

Please Contact Us for more information about how we might help you with a Professional Business Valuation.


407 Church Street, NE, Vienna, VA 22180 | 703-319-9139 | 703-319-1464/fax