Business Valuations

Whether you are buying or selling a business, it is very important to know a company’s value. Our valuation expertise and knowledge of the New York Metro marketplace allows us to deliver a full range of cost-effective business valuation products.

The following business valuation services are available:

Broker Opinion of Value

The Broker Opinion of Value (BOV) is a restricted use business valuation utilized to determine the Most Probable Selling Price (MPSP) of businesses with annual revenues up to $2,500,000. The basis of the valuation is the Direct Data Market Method which primarily uses discretionary cash flow multiples and comparable sales of like companies. The valuation is intended for asset sales only, and is most often used for financial buyers. The valuation considers historical and current financial performance and assumes that the business will be sold free and clear of any liabilities and debt. The conclusion of the report provides the MPSP in the form of a one page summary document.

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Limited Formal Valuation

The Limited Formal Valuation is an independent third party restricted use business valuation intended for business with sales between $2,000,000 and $10,000,000. The report is intended for “asset sale, financial buyers” and  provides a detailed review of all aspects that were considered in determining the final valuation conclusion. The bulk of the report is financial analysis and the valuation conclusion is supported in detail. In addition to reviewing the company’s historical and projected earnings, the report also contains a detailed review of the Balance Sheet.

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Merger & Acquisition Valuation

The Merger & Acquisition Valuation is an independent third party restricted use comprehensive business valuation used for transactional purposes. This is a stock valuation and is intended for the middle market business with annual revenues in excess of $10,000,000, strategic acquisitions of niche businesses, and businesses with significant growth expected in the future. The basis of the valuation is focused on future earnings and the selection of guideline companies comes from both the private and public markets. This report is completely customized and the can range up to 200 pages depending on the information that is used to support the conclusion.

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IRS Revenue Ruling 59-60

An independent third party USPAP governed valuation developed for litigation focusing on US Court Reviews, Cited Court Precedents, and in-depth analysis and research of minority and marketability discounts. Valuation is intended for Estate Tax, Gift Tax, ESOP’s, Divorce, and any situation requiring litigation.  This is a defensible valuation and does not include court appearances or testimony in a court of law or before the Internal Revenue Service or any other governing or taxing authority.

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* The Basic Opinion of Value, Limited Formal Valuation and Merger & Acquisition Valuation are considered “restricted use” appraisals.  All valuation reports except for the IRS RR 59-60 are restricted use and are only intended to be used as a tool to estimate value. If a valuation is required for any purpose other than estimating a businesses value, the IRS Revenue Ruling 59-60 report must be used.

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