Our Services
Whether you need to know the value of yourbusiness for a sale, loan,or buy-sell agreement, B & A Business Valuations can help. Here at B & A Business Valuations, we offer a wide range of valuation options to fit your business needs:
Full Service Valuation
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Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE
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Detailed Description of what is being valued.
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In the case of a sale, a detailed description of what is, and what is not, for sale.
BACKGROUND
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The entity’s legal type and ownership structure, including owners and percentages of ownership.
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A detailed history of the company, crucial for determining the value of its liquidity, viability, and solvency. Particularly important in situations where the company has stock or multiple owners.
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Detailed analysis of the industry and the company’s market share.
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Detailed analysis of the company’s competitive position within the industry, including top competitors and their products and services.
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Demographic analysis of the company’s market.
FINANCIAL
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Financial statement analysis, including balance sheets, income statements, and cash flow statements, for up to ten years.
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Income and balance sheet analysis for each quarter over the past year.
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Tax returns considered for the past three to five years.
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Analysis of any company financial forecasts for the next two to four years.
LIENS AND LEGAL
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Consideration of any audits or IRS scrutiny.
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Consideration of liens against the business.
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Consideration of any litigation, either as plaintiff or defendant, the company has engaged in over the past five years.
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Attestation to business valuation in court or other legal proceedings, subject to additional fees and expenses.
ORGANIZATIONAL
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Resume reviews of all company owners, officers, and top executives.
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Examination of monthly payroll data: employees and their functions.
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Examination of a current organizational chart.
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Consideration of product inventory amounts for the past three years.
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Examination of all current suppliers.
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Examination of customers: from full customer list to top five customers.
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Analysis of customer payment history. from up to three years of accounts receivable aging reports.
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Consideration of employee benefit plans and costs.
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Consideration of contracts with top executives and managers.
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Analysis of all obligations for retirement plans, profit-sharing, stock options, and bonuses.
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Examination of all intellectual property: including patents, copyrights, trade/service marks, and all license agreements.
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Potential consultation with all business advisors: including attorneys, CPAs, and consultants. Consideration of any related contracts and/or retainers.
Basic Valuation
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Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE
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Detailed Description of what is being valued.
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In the case of a sale, a detailed description of what is, and what is not, for sale.
BACKGROUND
-
The entity’s legal type and ownership structure, including owners and percentages of ownership.
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A brief history of the company to help value its liquidity, viability, and solvency.
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Analysis of the industry and the company’s market share and competitive position.
FINANCIAL
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Financial statement analysis, including balance sheets, income statements, and cash flow statements, for up to five years.
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Year-to-date income and balance sheet analysis for the current year.
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Tax returns considered for the past three to five years.
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Analysis of any company financial forecast for the next year.
LIENS AND LEGAL
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Consideration of any audits or IRS scrutiny.
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Consideration of liens against the business.
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Consideration of any litigation, either as plaintiff or defendant, the company has engaged in over the past five years.
ORGANIZATIONAL
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Examination of customers: from full customer list to top five customers.
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Consideration of employee benefit plans and costs.
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Consideration of contracts with top executives and managers.
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Analysis of all obligations for retirement plans, profit-sharing, stock options, and bonuses.
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Examination of all intellectual property: including patents, copyrights, trademarks, service marks, and all license agreements.
Certified SBA Loan Valuation
Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE
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Detailed Description of what is being valued.
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In the case of a sale, a detailed description of what is, and what is not, for sale.
BACKGROUND
-
The entity’s legal type and ownership structure, including owners and percentages of ownership.
-
A brief history of the company to help value its liquidity, viability, and solvency.
-
Analysis of the industry and the company’s market share and competitive position.
FINANCIAL
-
Financial statement analysis, including balance sheets, income statements, and cash flow statements, for up to five years.
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Year-to-date income and balance sheet analysis for the current year.
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Tax returns considered for the past three to five years.
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Analysis of any company financial forecast for the next year.
LIENS AND LEGAL
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Consideration of any audits or IRS scrutiny.
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Consideration of liens against the business.
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Consideration of any litigation, either as plaintiff or defendant, the company has engaged in over the past five years.
ORGANIZATIONAL
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Examination of key issues, including customer concentration, key person risk, employee turnover, etc.
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Analysis of key company attributes, unique value drivers, and/or anchors, as well as contingent liabilities and other/hidden assets such as intellectual property
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Consideration of obligations for qualified and non-qualified retirement plans.
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Comparison of key metrics and ratios against the industry peer group, as well as comparable companies of size and geography.
Calculation of Value
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Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE
-
Detailed Description of what is being valued.
BACKGROUND
-
The entity’s legal type and ownership structure, including owners and percentages of ownership
-
A brief history of the company to help value its liquidity, viability, and solvency.
FINANCIAL
-
Financial statement analysis, including balance sheets, income statements, and cash flow statements, for up to five years.
-
Year-to-date income and balance sheet analysis for the current year.
-
Tax returns considered for the past three to five years.
LIENS AND LEGAL
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Consideration of liens against the business.
ORGANIZATIONAL
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Analysis of all obligations for retirement plans, profit-sharing, stock options, and bonuses.