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 The Associate Equity Group
World class transaction services for the middle market |
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Business Valuation
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A realistic valuation of your business is of the utmost importance when considering the sale, purchase, or buy-out of a company. Determining an accurate value requires a broad scope of business and technical expertise combined with the use of appropriate valuation techniques and a thorough understanding of today’s markets, tax laws, and corporate finance.
When a formal business evaluation is appropriate, the Associate Equity Group will provide a comprehensive valuation package to meet specific needs. Our valuation team follows the standards and guidelines established by the Uniform Standards of Professional Appraisal Practice and the Code of Ethics of the American Society of Appraisers and holds the highest industry designations, making them experts in their field. The team has spent countless hours researching various transactions, reviewing court cases, and conducting detailed financial analysis for hundreds of businesses, giving them the most comprehensive databases and comparable transactions available. They develop a business valuation report tailored to specific business, financial, and legal needs:
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Letter of Opinion
Depending on the purpose, this report can range from 6-20 pages. The final report contains a cover letter outlining the purpose of the opinion and the valuation conclusion followed by supporting financial exhibits.
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Value Analysis
A limited scope report designed to value "Main Street" businesses - those with sales of approximately $1,000,000 or less. Although it is based on the financials of the business in combination with market conditions, it considers primarily the current and historical performance of the business rather than balance sheets. It is intended for owners and buyers looking for a general range of value.
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Formal Valuation
Designed for larger businesses - those with sales of approximately $1,000,000-$20,000,000 - this limited scope, comprehensive report provides a thorough analysis of the Income Statement and Balance Sheet, Common Size Analysis, Comparable Transactions, and Industry and Economic Review.
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M&A Valuation
A USPAP formal narrative intended for stock valuations and valuation of large companies, strategic mergers and acquisitions. It is a complete financial and operational overview.
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IRS Revenue Ruling 59-60
A USPAP formal narrative intended for litigation. It focuses on US Court reviews, cited Court precedents, and in-depth analysis and research. This is intended for estate tax, gift tax, ESOPs, divorce, and any situation requiring litigation. |
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