Business Valuation Services

Whether you are buying or selling a business, it’s crucial that you understand its value. However, not all situations require the same level of valuation or associated expense. We deliver a full range of cost-effective valuations, using our knowledge of the regional market in collaboration with valuation experts. We get you the valuation you need without unnecessary expense.

Valuation services include:

Broker Opinion of Value

This is an in-house restricted use report. It calculates a range of value for your business based upon comparable sales nationwide. Calculations are predicated upon multiples of discretionary cash flow, as well as other factors relevant to the industry vertical. The report is intended for asset sales only and assumes that the business is clear of any liabilities and debt. Findings are summarized in a single page report. Broker Value Opinions are most often provided for business owners contemplating the sale of their business, and are provided free of charge to owners who list with BB&C.


ROI Evaluation Analysis

This in-house restricted use report expands upon the Broker Opinion of Value. It sources several value methods including comparable sales, multiplies of discretionary cash flow, as well as Lender and Buyer Return on Investment analysis. The report is intended for asset sales and assumes that the business is sold clear of debt and any liabilities. Conclusions are provided in a report of 10 or more pages. ROI Evaluation Analysis are valuable to prospective buyers and business owners contemplating the sale of their business.


Third Party Valuation

This is a 3rd-party restricted use valuation completed by an independent specialist. The report provides a review of all key aspects considered in determining the final valuation conclusion. A thorough review is conducted, analyzing the company’s historical and projected earnings, and balance sheet. The detailed Conclusion is usually 30 pages or more. This valuation is often required for lending, and limited legal purposes.


Complete Appraisal-Summary Report

This is the report used most often in transactions. It is a comprehensive independent 3rd party restricted use report focused on future earnings. It compares the subject company to a selection of guideline companies, public and private. The conclusion comes in a report of 50 pages or more depending upon the complexity of the business.


Complete Appraisal- Self Contained Report

This report is an independent 3rd party USPAP governed valuation. It has been developed for litigation focusing on US Court Reviews, Cited Court Precedents, and in-depth analysis and research of minority and marketability discounts. This valuation is intended for litigation support including; Estate Tax, Gift Tax, ESOP’s, or Divorce. Uniform Standards of Professional Appraisal Practice (USPAP) and American Society of Appraisers (ASA) address this report as a “Comprehensive, Written Business Valuation Report”. The Institute of Business Appraisers (IBA) addresses this report as a “Formal Written Report”. The report is completely customized. It can exceed 100 pages in length depending on the information needed to support the conclusion.

Individually priced based upon complexity