Low-Cost Business Valuations
A Reliable and Quick Business Valuation
Now Starting at $2500 and designed to Value a Small Business
The Business Value 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.
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$2500 - Suitable for:
- Exit Planning
- Buy-Sell Agreements
- Know the value of your business
- Rough Estimate for Estate & Gift Planning
- Value Testing a Target company for a possible 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 such critical assignments.
The extensive reports we produce are typically 70‐90 pages long; they generally cost $5,700‐$9,700 and take weeks to prepare. You get the same experts creating your Value Plan in a trimmed-down format.
Please read what is a business valuation report.
The Value Plan Alternative for a Small Business Valuation
The Value Plan is much like our extensive business valuation report, but almost all 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 very brief and easy to read ‐ think of a speedboat next to an ocean liner.
When to Use Value Plan
- Buy-sell agreements that need a fair market value
- Share Pricing for New Investors
- Buying a Small Business
- Quick Business Valuation in 5-7 working days
- Where the business appraisal cost is an issue
- Retiring Shareholders
- Exit Planning – business 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 8‐17 pages.
- Ease of experimenting with different assumptions.
- 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.
- 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 $2,500.
How a Business Value Plan Works
We need a certain amount of information about the business to do this. The valuation process steps are:
- A Value Consultant will talk with you about what meets your needs and the information we need.
- We use financial statements, balance sheets, income statements, market share, and market data, and we run financial projections for the next five years to get a measure of your company’s expected revenue, earnings, and cash flows.
- We run several valuation methods and pick the best for your specific situation and industry.
- We use the market approach, income approach, and asset value approach to determine the final business valuation and your market valuation numbers.
- Our team then sends you a draft report by email, giving you the fair market value.
- You and your advisors can review the analysis, and we can discuss the results. You may have changes or additional information.
Note: If you use the Value Plan but subsequently need a full‐scale report, we will apply up to half of the Value Plan cost to the formal 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 some situations like estate planning. Agencies like the IRS, SEC, DOL, courts, and most 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 valuation from a certified business appraiser? Want to see an example Value Plan Business Valuation? Please call 561-325-9777 or use our contact form to see how a Business Value Plan can meet your immediate valuation needs!