Our Valuation Process

How We Do It

Examples of the steps we take to perform a valuation include:

1.) Review and verify financial information

  • Accounting records
  • Financial statements
  • Tax Returns
  • Bank Statements

2.) Identification of the assets & liabilities

  • Inspection of the physical assets
  • A listing of outstanding business debts
  • Analysis of pending legal proceedings, if outstanding
  • Terms and conditions of any lease agreements

3.) Identify the value drivers of the target business

  • Established customer base
  • Understand how the business makes money
  • Identify what the business is lacking
  • Key employees

Scroll to Top