There are two primary ways to finance a company: debt and equity. Nearly every individual is familiar with debt, whether from student loans, credit cards or mortgages. Debt describes a sum of money bo
When people get ready to sell their businesses, there is a natural inclination to talk up their business to make it seem attractive in the eyes of the buyers. Whether a seller has been preparing to se
It should come as no surprise that when it comes to getting a business ready for sale, accurate financials are key. At Creative Business Services/CBS-Global, we recommend at least five years of financ
Many of our clients ask us when they should start their succession planning. Our answer should come as no surprise. If you own a business, succession planning should be started as soon as possible. If
Our clients often ask us for more insight into the process of selling a business. Let’s take a deeper look into the process and some steps you’ll want to take along the way. Organize Your Financial Re
Reveal business information gradually It’s easy for a business owner to get excited by an inbound request from an interested prospective buyer and eagerly respond with all of their business’ informati
Is it The Right Time to Sell My Business? You might have heard about the expected surge of businesses going on the market as retiring baby boomers seek to sell. Does that mean that now is the optimal
Facing Your Mortality with Proper Exit Planning An estate plan or buy-sell agreement is no substitute for an exit plan if you have to unexpectedly sell your business. Exit planning covers a wide varie
Evaluating a stock sale vs. an asset sale There are several factors to consider when evaluating a stock sale of a company compared to an asset sale. Sale of stock If the transaction is structured as a
Discounted Cash Flow Analysis is a widely accepted valuation method used to estimate the value of an investment based on its future (projected) cash flows.
Detailed Financial Projections
Based on the historic financial performance, the financial, market and economic analysis, the industry analysis, and input from management, Detailed Financial Projections are prepared.
Industry Analysis
Industry Analysis – A review of the industry specific to the assignment is performed as of the date of the valuation and considered during the valuation process in accordance with IRS Revenue Ruling 59-60.
Financial, Market and Economic Analysis
Financial, Market and Economic Analysis – A review of the financial, market and economic conditions is performed as of the date of the valuation and considered during the valuation process in accordance with IRS Revenue Ruling 59-60.
Explanation of Value Conclusion
A detailed Explanation of Value Conclusion is included in the report.
Fair Market Value Calculation
Fair Market Value is defined in Revenue Ruling 59-60 as “the price at which the property would change hands between a willing buyer and a willing seller when the former is not under any compulsion to buy and the latter is not under any compulsion to sell, both parties having reasonable knowledge of relevant facts.”
Certified Report
Certified Report indicates that the valuation has been performed and its report has been prepared in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) by an accredited appraiser.
Accredited Appraiser
An Accredited Appraiser holds a professional designation from an accepted organization. Sarah Breitreiter holds a Business Certified Appraiser (BCA) designation from the International Society of Business Appraisers (ISBA).
Methods
A valuation Method is a specific way to determine value.