Our Services

Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE

• Detailed Description of what is being valued.

• 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 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.

• Detailed analysis of the industry and the company’s market share.

• Detailed analysis of the company’s competitive position within the industry, including top competitors and their products and services.

• Demographic analysis of the company’s market.

FINANCIAL

• Financial statement analysis, including balance sheets, income statements, and cash flow statements, for up to ten years.

• Income and balance sheet analysis for each quarter over the past year.

• Tax returns considered for the past three to five years.

• Analysis of any company financial forecasts for the next two to four years.

LIENS AND LEGAL

• Consideration of any audits or IRS scrutiny.

• Consideration of liens against the business.

• Consideration of any litigation, either as plaintiff or defendant, the company has engaged in over the past five years.

• Attestation to business valuation in court or other legal proceedings, subject to additional fees and expenses.

ORGANIZATIONAL

• Resume reviews of all company owners, officers, and top executives.

• Examination of monthly payroll data: employees and their functions.

• Examination of a current organizational chart.

• Consideration of product inventory amounts for the past three years.

• Examination of all current suppliers.

• Examination of customers: from full customer list to top five customers.

• Analysis of customer payment history. from up to three years of accounts receivable aging reports.

•  Consideration of employee benefit plans and costs.

•  Consideration of contracts with top executives and managers.

• Analysis of all obligations for retirement plans,    profit-sharing, stock options, and bonuses.

• Examination of all intellectual property: including patents, copyrights, trade/service marks, and all license agreements.

• Potential consultation with all business advisors: including attorneys, CPAs, and consultants.     Consideration of any related contracts and/or retainers.

Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE

• Detailed Description of what is being valued.

• 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.

• Year-to-date income and balance sheet analysis for the current year.

• Tax returns considered for the past three to five years.

• Analysis of any company financial forecast for the next year.

LIENS AND LEGAL

• Consideration of any audits or IRS scrutiny.

• Consideration of liens against the business.

• Consideration of any litigation, either as plaintiff or defendant, the company has engaged in over the past five years.

ORGANIZATIONAL

• Examination of customers: from full customer list to top five customers.

• Consideration of employee benefit plans and costs.

• Consideration of contracts with top executives and managers.

• Analysis of all obligations for retirement plans,   profit-sharing, stock options, and bonuses.

• Examination of all intellectual property: including patents, copyrights, trademarks, service marks, and all license agreements.

Prepared to Uniform Standards of Appraisal Practice (USPAP) PURPOSE

• Detailed Description of what is being valued.

• 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.

• Year-to-date income and balance sheet analysis for the current year.

• Tax returns considered for the past three to five years.

• Analysis of any company financial forecast for the next year.

LIENS AND LEGAL

• Consideration of any audits or IRS scrutiny.

• Consideration of liens against the business.

• Consideration of any litigation, either as plaintiff or defendant, the company has engaged in over the past five years.

ORGANIZATIONAL

• Examination of key issues, including customer concentration, key person risk, employee turnover, etc.

• Analysis of key company attributes, unique value drivers, and/or anchors, as well as contingent liabilities and other/hidden assets such as intellectual property

• Consideration of obligations for qualified and non-qualified retirement plans. 

• Comparison of key metrics and ratios against the industry peer group, as well as comparable companies of size and geography.

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

• Consideration of liens against the business.

ORGANIZATIONAL

• Analysis of all obligations for retirement plans,  profit-sharing, stock options, and bonuses.