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Home » Business Valuation Blog » Valuation » Value Plan | Affordable Business Appraisal

Value Plan | Affordable Business Appraisal

Last updated on By Chris Curtin

Summary

A quick and affordable business valuation from a Certified Business Analyst (CVA) company.

Low-Cost and Quick Business Valuations

A Great Tool When Buying a Small Business

Value-Plan-Affordable-Business-Appraisal
Business Value Plan – An Affordable Business Appraisal

A Reliable and Quick Business Valuation

Now Starting at $2900 and designed to Value a Small Business

The Business Valuation Plan is our Affordable Business Appraisal designed to give you a quick and low-cost method to value an operating business. It is intended for shareholders buying in or out of a company and business owners who need a reliable, competent business valuation number – the value of a business. Know your business’ true worth. It is worth more than its book value, and a quick business appraisal can confirm that.

How to Know and Grow the Value of Your Business with a Value Plan Business Appraisal

Do you know how much your business is worth? If not, you miss a valuable opportunity to plan for the future and maximize your potential. Knowing the value of your business is essential for many reasons.

Features in the Business Value Plan business appraisals:

  • Quick-Finished Business Valuation Report in 4-9 working days
  • Low-Cost valuation fee – Starting at $4100 $2900
  • Suitable for:
    • Exit Planning
    • Planning to sell your business or investor interest
    • Buy-Sell Agreements
    • SBA Loan
    • Knowing your multiple of EBITDA (earnings before interest taxes depreciation amortization).
    • Discounted cash flow and cash flow analysis are included
    • Know your gross profit multiple versus your peers
    • Test an investment strategy
    • Know the value of your business based on cash flow analysis
    • Rough Estimate for Estate & Gift Planning-Preparing for Retirement
    • Value Testing a Target Company for an Acquisition
    • Buying a Small Business

Who We Are as a Certified Business Valuation Firm

Our team of Valuation experts, which includes 3 CPAs, has been producing accredited or certified business valuations for over 31 years for IRS reporting purposes, corporate stock option plans, employee stock ownership plans, M&A activities, divorce cases, partnership disputes, and transfers of intellectual property. Our seasoned professionals have the official credentials, education, and experience needed for critical assignments.

The extensive reports we produce are typically 70‐90 pages long; they cost $5,100‐$9,700 and take weeks to prepare. You get the same experts creating your Company Value Plan in a trimmed-down format.

Please read what is a business valuation report and what meets your company’s valuation needs.

The Value Plan Alternative for a Small Business Valuation

The Value Plan is much like our extensive business valuation report, but much of the overhead is eliminated. It uses the same business valuation methods and relies on the same market data, but it’s stripped‐down, agile, flexible, and much less expensive to produce. It’s brief and easy to read ‐ think of a speedboat next to an ocean liner for small businesses, no matter their appraisal needs reason.

Read our blog on the valuation process.

Data We Gather for a Quick Business Valuation

  • Balance Sheets
  • Income Statements
  • Tax Returns
  • Inventory list and quality report
  • Lists of all assets and liabilities
  • Customer Base Concentration
  • Vendor Concentration
  • List of Hard Assets
  • Corporate and financial records
  • Accounts Receivable Aging
  • Accounts Payable Aging
  • Loan information
  • Growth rate and track record
  • Intellectual Property or other Intangible Assets

When to Use Value Plan

  • Buy-sell agreements that need a fair market value.
  • Share Pricing for New Investors or Potential Buyers.
  • Buying a Small Business means testing the sale price.
  • A business broker or business intermediary comparison.
  • A business model comparison versus your company’s peers.
  • Quick Business Valuation in 5-7 working days.
  • Where the business appraisal cost is an issue.
  • Retiring Shareholders.
  • Retirement planning and Exit Planning – company valuations.
  • Estate and Gift Planning – tax purposes.
  • Value‐testing Acquisition Offers – Back up an asking price.
  • Testing Company Growth Plans.

Benefits of the Business Value Plan

There are many benefits to a business owner, but the most important are:

  • Thorough, broad‐spectrum analysis of value in 17‐40 pages.
  • Ease of experimenting with different assumptions.
  • Know the present value of future cash flows.
  • Put the $2900 on your credit card.
  • EBITDA versus Seller’s Discretionary Earnings SDE Analysis.
  • Owner’s Salary versus Market Salary Analysis.
  • Know your company’s value in any interest rate environment.
  • Know recently sold competitor pricing.
  • Understand enterprise value and actual net profit.
  • Great for a small business valuation that needs a sales price.
  • Designed for small business owners and their business brokers.
  • A good tool for small business’s exit strategy.
  • It is more reliable than an online business valuation calculator.
  • It can be used for SBA pre-financing.
  • Aid in identifying factors to increase value and cash flow.
  • Low cost with a quick turnaround‐ starting at $2,900.

How a Business Value Plan Works

We need a certain amount of information about the business to do this. The valuation process steps are:

  1. A Value Consultant will discuss what meets your needs and the information we need.
  2. We use financial statements, balance sheets, income statements, market share, and market data, and we run financial projections for the next five years to measure your company’s expected revenue, earnings, and cash flows.
  3. We look at your business’s discounted cash flow or DCF.
  4. We look at the market multiple of your company.
  5. We run several valuation methods and pick the best for your specific situation and industry.
  6. We use the market approach, income approach, and asset value approach to determine the final business valuation and your market valuation or market capitalization numbers.
  7. Our team then emails you a draft report, giving you the fair market value of your business is worth.
  8. We can include a real estate appraisal from a third party.
  9. You and your advisors can review the analysis, and we can discuss the results. You may have changes or additional information. Many times, we received an updated balance sheet.

Note: If you use the Value Plan but subsequently need a full‐scale report about your business worth, we will apply up to half of the Value Plan cost to the formal business valuation report, depending on the situation and the age of the data.

When Not to Use the Business Value Plan

The Value Plan may not be the best choice in situations like estate planning. Agencies like the IRS, SEC, DOL, courts, and some banks will require a full‐scale formal business valuation report. However, there are exceptions that your valuation expert is happy to discuss about our business appraisal services and valuation cost.

Ready to get started on knowing your company’s intrinsic value? Need a quick business appraisal from a certified business appraiser? Want to see an example Value Plan Company Valuation?

Please call 561-325-9777 or use our contact form to see how a Business Value Plan can meet your immediate valuation needs.