Why Valuing Your Northern CA Business is Important
Your business may be your most valuable asset, so we will partner with you to clarify your objectives and maximize your business’ net value upon sale. We take the responsibility of helping you determine an appropriate value and asking price very seriously! We have extensive training on the various methods of business valuation and can provide advice on how to best market and price your business to increase its value.
Documents Needed for a Business Valuation
Getting your business evaluated by a professional business appraiser is a critical part of the business selling process. Your business broker can help you gather the following documents needed to conduct a business valuation.
- Three years of business tax returns and/or CPA generated statements.
- Current interim P&L and Balance Sheet.
- Breakdown of each owner’s duties, and compensation for all periods above.
- Purchase Agreement / Deal Structure / Letter of Intent, including all supplements and amendments.
- Building lease or ownership information (fair market rent, # of sq. ft., lease expiration).
- Cash flow analysis including all cash flow adjustments, add-backs or non-recurring items for all periods above.
- Past business plans, business valuations and/or business reviews (if applicable).
- Marketing materials, photos, or material you deem beneficial to understanding your business (if available).
