We can prepare both formal and summary-level business valuation reports. Before we begin any assignment, we will discuss with your the most appropriate format for your needs.
Simple Valuation Reports – These are most suitable for situations where the user of the report is primarily the business owner and are ideal for planning purposes. These reports can be prepared for the following situations:
- Exit planning.
- Sale or purchase of a business.
- Financial planning.
- Estate planning.
Detailed Business Valuation Reports – Detailed reports are more formal and are most appropriate where there will be multiple users of the reports such as other shareholders, the bank, government authorities, or prospective investors. The level of detail we provide is based on the situation and our professional judgement. We provide detailed reports for the following situations:
- Sale or purchase of a business.
- Tax re-organizations (Estate freezes, tax restructurings, tax rollovers).
- Sale or purchase of less than 100% shareholdings (shareholder buy-ins or buy-outs)
- Valuations for banks, lenders, or other third parties.