Experts in Business Transformations and Real Estate Solutions
Experts in Business Transformations and Real Estate Solutions
Transform Your Business with the Exit in Mind

Why and When Your Business Should Get a Certified vs Non-Certified Valuation

  • List of Documents Needed to Start either valuation >> HERE


Certified Valuations: 

    • Succession planning and/or Retirement planning
    • Estate & Gift Tax, tax planning that requires an allocation of a value
    • Selling the business/ mergers & acquisitions 
    • Buy/sell agreements and Insurance 
    • SBA loans and other types of financing when required
    • Litigation: Buyouts/disputes, Divorce (marital dissolution) - LITIGATION REQUIRES CERTIFIED APPRAISAL
    • Valuing minority and majority ownership
    • Valuing stock
    • ESOPs

 Non Certified Valuations (Normalize financials, apply multiple to SDE or EBITDA):
    • Insuring your business
    • Basic succession / retirement planning
    • Buyers: Strategic Valuation  (what you might want to buy business for)
    • Sellers: Intrinsic Value (what you want to market business for to sell it)
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