Whether you are needing to know the value of your business for a sale, loan, or for a buy sell agreement, BKA Business Valuations will be able to help. 

There are many reasons for business owners to need a valuation of their business. The most common are in the case of a business sale, equity offering, Buy/Sell agreement or in the case of a divorce, or business divorce. BKA Business Valuations has a highly trained
staff of business valuation experts with over 50 years of combined experience in business valuation and security analysis.

One of our core beliefs at BKA Business Valuations is that business valuations do not need to be extremely expensive.
We have several levels of business valuation that will be able to fit your unique valuation need without breaking the bank. 

Simple & Complex Valuations

Help with Buy or Sell

Experienced Staff

Priced for Value

Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business.

An accurate valuation of a closely held business is an essential tool for a business owner to assess opportunities and opportunity

costs as he or she plans for future growth and transition. It provides either a point-in-time assessment of relative value for an owner,

or the price a buyer would be willing to pay to acquire the business.

THE PROCESS

DISCUSSION

Covering the following topics:

  • Nature and Background of the Business, its services, and products

  • Purpose & Objective for Valuation

  • Key employees, customers, considerations

  • Significant assets, including inventory, and liabilities

  • Executive and owner compensation

DISCOVERY

Collect necessary financial information

  • Profit and Loss Statement & Balance Sheet last 4-5 years

  • Tax Returns Last 4-5 years

  • Interim Profit and Loss Statement/Balance Sheet for the current year

  • Available Forecasts, Projections, Proforma, Budgets

CONFIRMATION

Of required inputs, information,
and assumptions

EVALUATION

Make adjustments and evaluate various valuation measures to assess true economic value for the enterprise,
using a combination of various methods, including the Asset
(Cost), Income, and Market method.

REPORT

Draft the Valuation Report & Letter of Opinion following the comprehensive analysis of the enterprise. The valuation report is drafted under the standards of the Uniform Standards of Professional Appraisal Practice (USPAP).

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VALUATIONS FOR EVERY BUSINESS

01

FULL SERVICE VALUATION

02

BASIC VALUATION

03

CALCULATION OF VALUE

MEET THE TEAM

ERIC C. BOYCE,CFA, MSF,NQPA
CEO/Co-Founder/Chief Investment Officer

Eric is the Founder and Director of Business Appraisal Services for BKA Business Valuations, and he is CEO
of BKA Wealth Consulting, Inc.

Eric earned his B.B.A. in Finance from the University of Texas at Austin and his M.S. in Finance from the University of Texas at Dallas. Eric earned his Chartered Financial Analyst (CFA) designation from the CFA Institute, and previously earned the designations of Chartered Investment Counselor (CIC) and Certified Cash Manager (CCM). He is past President of the CFA Society of Austin.

To find out more about Eric contact him today!

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THOMAS E. KEMLER, CFA, CVA, MBA

Chief Business Appraiser

Thomas is our Chief Business Appraiser. With over 30 years’ experience in Securities Analysis, Business Valuation and Portfolio Management, Tom adds an incredible amount of experience to our portfolio management team.

 Thomas is a CVA, Certified Valuation Analyst, one of the most respected credentials for business valuation professionals. holds a BA in Business/Managerial Economics from the University of Delaware. Additionally,
Tom also holds a Masters in Business Administration
from the University of Dallas. Like Eric, Tom is also
a Chartered Financial Analyst (CFA).

To find out more about Tom contact him today! 

  • LinkedIn Eric Boyce
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CONTACT

Thanks for submitting!

Eric@bkaweath.com | 512.496.5709