A business valuation is the process of determining the fair value of an asset, investment, or firm. Knowing what an asset is worth and what determines that value is a pre-requisite for intelligent decision making.
Who Should Get a Valuation?
Owners
All owners should establish a baseline for their business and repeat periodically. A valuation serves as a wellness check for the health of your business.
Buyers
Buyers inform purchase price for target paying too much upfront can hinder long-term success.
Partners
Partners should understand the value of their company and their respective pieces. Informs exit options for the partners or company as a whole?
Life-Events (e.g. Divorce, Death, etc.)
Why Do I Need a Valuation?
Cash Flow
Identify ways to generate more cash for your business. Learn where cash is coming from and going. See how you compare and where are the opportunities for improvement.
Growth
How do your target value? Establishing a baseline and goals gives the owner the tools to evaluate investment decisions along the way.
Plan for Retirement
Avoid the “trap” of finding out too late that you overestimated what your business is worth. Everyone will exit. Be prepared and positioned to support your long-term goals, money, time, legacy, etc.
Time
Transition from owner-operator to investor. Valuation identifies ways to gain control of your time while maximizing the value of your business.
How Can I Get Started on My Valuation?
PGP Advisory offers two types of valuations for your business.
Standard Valuation Report
Unlock the full potential of your business with our comprehensive Standard Valuation Report, prepared by a NACVA Certified Appraiser. In just 35+ pages, this analysis supports buying/selling and business planning decisions with a valuation summary based on market and asset approaches, EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, and adjusted financials. The report also includes industry benchmarking against peer companies, examining profitability, liquidity, debt, and asset management ratios. Gain accurate and reliable information, assess your business's performance compared to competitors, identify areas for improvement, and gain a competitive edge. Delivered in 5 business days
Certified Valuation Report
Prepared by a NACVA Certified Appraiser from BizWorth, this 65+ page certified report is ideal for more complex business acquisitions and divestitures, IRS submissions, partner disputes and bank loan reports when substantiating information is needed to be presented to third parties. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. Includes Full-Service data gathering support to collect financials and make adjustments. Ready in 4 weeks. Rush orders available.
