Business Valuation

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Business Appraisal Reports

U.S. Valuations provides high quality business appraisal services nationwide at a reasonable cost.

Please click here to see the variety of valuation services we provide.

We offer various business appraisal reports that differ in scope and documentation of the analysis. Depending on the complexities involved, the turnaround time is 2-4 weeks.

Our Business Valuations are conducted by CPAs who are certified in Business Valuation by the American Society of Appraisers (ASA) and the Institute of Business Appraisers (IBA), now National Association of Certified Valuators and Analysts (NACVA).

Our Valuations meet IRS, SBA, and USPAP requirements. The valuations are prepared in accordance with the “Statement of Standards for Valuation Services No. 1” (SSVS) of the American Institute of Certified Public Accountants and Uniform Standards of Professional Appraisal Practice (USPAP).

To understand better which report is suitable for your needs, we display below the bronze, silver, and gold packages. To see sample reports, please click “Sample” below.

Limited Appraisal or Calculation

Purpose:
Internal Use

The limited scope appraisal provides an approximate value of the business. USPAP compliant.

Learn More | Sample

Appraisal in Summary Report

Purpose:
Buy-outs, SBA loan

The appraisal provides an accurate value of the business. USPAP Compliant.

Learn More | Sample

Appraisal in Full Detailed Report

Purpose:
Buyout,Tax,Divorce,Litigation

The appraisal provides an accurate value of the business. USPAP Compliant.

Learn More | Sample

Business Valuation Process

Business appraisal can be explained in a step by step process as follows:

  1. Gathering information by phone or email: We want to know the nature of your business, the size of the company, and the reason for the valuation.
  2. Determining Price Quote: Depending on the complexities involved, we will prepare a quote for the valuation report needed.
  3. Drafting an Engagement Agreement: We ask that you fill out a checklist clarifying basic facts about the client and company. Based on this information, we are able to email you an engagement agreement. The valuation process begins once we receive the engagement agreement and the retainer fee.
  4. Gathering Data: We ask that you provide 3 to 5 years of the company’s tax returns and/or financial statements (projections for start-ups) as well as a customized questionnaire about your company.
  5. Proceeding with the Valuation Analysis: Using the financial statements and the answers from the questionnaire, we analyze the data and make the necessary normalization adjustments. Depending on the scope of the analysis, we apply all relevant valuation methods (i.e. asset, income, and market approaches).
  6. Issuing the Valuation Report: Upon reviewing the draft business appraisal report in PDF format, the client may choose to discuss the results by phone. The client then provides the balance and we finalize the report, providing it in bound copies if requested.

We welcome your quote requests and offer a FREE initial phone consultation. Please call for our FREE booklet explaining how to maximize business value.