Business Valuations

Buying or Selling a Business?
You Need a Valuation

With a business valuation, you can move forward with important transactions and enter into negotiations with ensured reliability, reduced financial risk, and unparalleled confidence.

Are You Confident in the Value of Your Business?

Through our strategic alliance with our affiliate partner with over 20 years’ experience, we’ll help position your business for the most favorable outcome in the following areas:

  • Mergers and Acquisitions
  • Sales and Divestitures
  • Buy/Sell Agreements
  • Share Redemptions
  • Business Planning
  • Retirement/Succession Planning
  • Employee Benefit Plans

Which Valuation Report is Right for You?

Business valuation reports can be prepared for many different purposes. That’s why we offer two types of business valuation reports: Informational Valuation Reports and Certified Valuations. Below is a summary of what these two reports entail, how they differ, and when you might benefit most from each.

Informational Valuation Reports

Informational Valuation Reports are less time-intensive to produce and more affordable. Typically 30-40 pages, these reports provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. This report is best suited for individuals who don’t need a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts of our valuation team.

  • 30-40 pages
  • Includes valuation ranges based on asset, income and market approaches; benchmarking to industry peers, market multiples based on comparables data

Uses: price opinions, educate sellers on range of a value a buyer would be willing to pay, future exit planning

Price: $2,400

Turnaround: 2-5 Business Days

Certified Business Valuations

Certified Reports are prepared by a certified business appraiser. Typically 65+ pages, these reports include in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value. This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.

  • Typically 65+ pages
  • 1-hour consultation
  • Includes executive summary and more in-depth written analysis of nature & history of company, industry & economy, financial analysis and conclusion of value

Uses: substantiating information presented to third parties (e.g., acquisitions, divestitures, IRS submissions, partner disputes and bank loan reports)

Price: $4,900* (Typical cost. Request a quote).

Turnaround: 4 Weeks or less.

WHAT IS A BUSINESS VALUATION?

Business valuations are commonly referred to as business appraisals that are performed by certified valuators who adhere to published valuation standards set forth by well-known, accredited organizations. A business valuation report issued by a firm with certified valuators holds credibility. Our valuation experts are certified by the National Association of Certified Valuators and Analysts (NACVA) – the most recognized and esteemed organization in the valuation industry.

WHEN DO YOU NEED A BUSINESS VALUATION?

Whether you are a business owner contemplating the sale of your business, raising bank capital or investor equity, pursuing a legal claim, preparing your succession or planning any array of accounting and IRS-related reporting events – you will want to obtain a valuation report that is credible and protects you against others from discrediting the valuation.

If you are facing any of these life events or at risk of possible IRS-related penalties, then we highly recommend the insight provided by a business valuation report.

Your business valuation report will:

  • Inform the list price and provide the fair market value of your business if you’re selling
  • Deliver the credible and reliable value of your business if buying out a shareholder
  • Provide the value of your shares, as reported to the IRS, if gifting to a family or friend
  • Add valuable credibility during negotiations or legal proceedings

In some instances, you may choose to provide the valuation report to your counterparty to further strengthen the reliability of the valuation and remove barriers. In other cases, you may be required to disclose the valuation report as required by the IRS when gifting shares or purchasing a business.

CERTIFIED OR INFORMATIONAL VALUATION – WHICH REPORT IS RIGHT FOR YOU?

Business valuation reports can be prepared for many different purposes. That’s why we offer two types of business valuation reports: Informational/BoV and Certified. Below is a summary of what these two reports entail, how they differ, and when you might benefit most from each.

Informational Valuation Reports

Non-Certified Reports (also referred to as Informational Valuation Reports) are less time-intensive to produce and more affordable. Typically 30-40 pages, these reports provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. The Non-Certified report is best suited for individuals who don’t need a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts of our valuation team.

Certified Report

Certified Valuation Reports are prepared by a certified business appraiser. Typically 65-100 pages, these reports include in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value. This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.

Meet Our Leading Valuation Experts

Robert Brand, CVA
Affiliate Lead Valuation Expert

Robert Brand is an experienced valuation and financial professional. Mr. Brand provides certified valuation reports that deliver the insight and credibility needed to facilitate deal making and successful resolutions. As a certified business appraiser, he adheres to the high standards set forth by well-recognized, accredited organizations. Mr. Brand takes pride in working with business owners, financial professionals, business brokers, and legal professionals to provide airtight, credible and comprehensive valuation reports.

For Sunbelt Business Brokers of Phoenix, he provides the highest level of financial analytics and valuation service to our clients.

Mr. Brand provides certified business valuations of closely-held businesses. Prior to working in the valuation field, Mr. Brand was a non-commissioned officer in the United States Army, serving two tours in Afghanistan leading an operations team and training foreign allies in route clearance techniques and procedures.

Mr. Brand holds a bachelor’s degree from the University of Houston and the Certified Valuation Analyst (CVA) certification from the National Association of Certified Valuators and Analysts (NACVA).

Mr. Brand is a member of the NACVA Houston State Chapter. Outside of the office, he spends most of his time cooking, playing golf, and spending time with his two dogs.

 

Shelia Darby, MBA, CVA, MAFF   
Affiliate Litigation Valuation Expert

Shelia Darby has 20+ years as an experienced valuation and financial professional. Ms. Darby is a recognized thought leader valuing complex initiatives and companies. She has worked on projects ranging from asset to company valuations. Past projects have included work for companies ranging from Fortune 500 to small, privately held businesses.

Ms. Darby provides certified valuation reports that deliver the insight and credibility needed to facilitate deal making and successful resolutions. As a certified business appraiser, she adheres to the high standards set forth by well-recognized, accredited organizations.

For Sunbelt Business Brokers of Phoenix, she provides the highest level of financial analytics and valuation service to our clients.

Ms. Darby provides certified business valuations of closely-held businesses. Her 20+ years of valuation experience spans numerous industries, ranging from energy/mining, construction/real estate, retail/wholesale and manufacturing to finance/insurance, services, professional and health. Ms. Darby formerly served as the Assistant Treasurer of Transocean and held various valuation, finance, and strategy roles at ConocoPhillips, AGL Resources, and Enron Corporation. While at ConocoPhillips, she led the strategy and finance department of the company’s largest business unit in Norway. She also enjoyed teaching the valuation and economic modeling course to over 250 employees located throughout North America, Asia Pacific, and Europe. During her tenure, Ms. Darby was responsible for reviewing the valuation and finance approvals for over 100 acquisitions and dispositions.

Ms. Darby holds an M.B.A. from Rice University, a B.B.A. in Finance from Baylor University, and professional certifications from the National Association of Certified Valuators and Analysts (NACVA), including the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) designations. She is also a certified Project Management Professional (PMP) from the Project Management Institute (PMI).

Ms. Darby is a current board member of the Ethics and Oversight Board of NACVA and President of the NACVA Houston State Chapter. She is also the Treasurer of the Texas Association of Business Brokers – Houston Chapter. Personally, she enjoys spending time outdoors with her family where she is often found in the stands at a softball field watching her daughter play.

 

 

Start the Process with a Free Consultation

Your engagement starts with a free consultation to discuss your valuation needs. You’ll engage directly with our team and will experience an organized and secure data collection process if you choose to move forward.

Call us at (480)809-3199 or email us to schedule your free consultation.

 

Will My Information Be Secure?

Yes. As a new client, you will register to gain access to our secure portal. The portal will be used to collect information and provide your completed valuation report once it is ready. You will not send us sensitive documents and information over unsecure email.

For returning clients, please log-in anytime to add or edit your information. You will be notified via email when your report is ready for download.