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Business Valuations

A realistic valuation of a 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 required, 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:

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.

Value Analysis

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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.

Formal Valuation

Designed for larger businesses - those with sales of approximately $10,000,000-$75,000,000 - 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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