Establishing an accurate value involves many different approaches and methods, which must be selectively matched to the enterprise being valued. The analysis includes sophisticated mathematical calculations, ratio analysis, industry comparisons, trends and forecasts, economic and market valuation and relative risk assessment. Employee Stock Ownership Plans Management buyouts Corporate restructurings Portfolio company valuations Estate and gift planning and compliance Succession planning Charitable contributions Litigation support Bank financing requirement Without a third party valuation, a business owner must be prepared to defend his opinion of value. A potential buyer will also place little credibility in a value arrived at by the business owners accountant. A properly prepared valuation report by an independent valuation expert is the best tool business owners can have in obtaining the maximum selling price for a business.
Buyers insist on justification of value.
Our goal is to analyze the business, its financial information and other factors resulting in a thoroughly researched, well-supported document that will stand up to the scrutiny of the IRS, the SEC and other interested third parties. Decades of experience coupled with vast valuation knowledge will result in an expert opinion of value, to be completed in a quick and efficient manner. A valuation report is especially helpful if one is planning on selling a business. It is a definitive analysis that provides the basis for realistic expectations . Should the concluding report reveal a figure that is not what one anticipated, Woodbridge Group will consult with you to determine ways to potentially increase the overall value of the business.